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Pinpoint,
in time and money,
where your CX out- and under-performs
Asset management client experience
What is
asset management client experience?
CX is an ‘effect’ you ‘cause’
- CX is an ‘effect’ your company ‘causes’. You can observe this effect in what clients say (feedback) and what they do (behavior).
- Feedback is qualitative while behavior is quantitative – measurable in either time or money along the pre- and post-sale experience.
- Therefore, if your CX underperforms at engaging clients, they will give their time to your competitors … and then their money.
Check out Accomplish’s 2024 update on asset management client experience.
Adam Grainger, Accomplish’s Head of Insights, explains the fundamentals of asset management client experience at the September 2024 Summit for Asset Management (TSAM) in New York.
The business case for
asset management client experience
Macro trends and market forces mean that, for many asset managers, CX has become THE reliable differentiator.
CX also brings three important advantages:
- It is dollarizable and belongs at the heart of your commercial management.
- It is a solution to current market oversupply.
- Every firm delivers a CX everyday – best to know how yours performs.
Because of this, overlooking CX is an unforced error.
How client experience works
CX is science.
CX is art.
Either way, your success will show in your numbers.
Crucially, CX operates on the emotional level where only the extraordinary gets remembered, shared, and discussed.
So,
be
extraordinary
or be forgotten.
Your success will show in the time and money they give along your client journey – their digital engagement, their in-person engagement, and the rates at which they buy, stay, and buy more.
The Client Behavior Benchmark
At Accomplish, we run the Client Behavior Benchmark that lets asset managers pinpoint, in time and money, where their CX out- and underperforms.
Designed for asset managers by asset managers:
- A unique global dataset of client behavior.
- Executive scorecard, high-ROI insights, detailed analytics, specialist hypotheses, and unconflicted recommendations.
- Institutional and wholesale / intermediary benchmarks.
- Data is valuable.
- Insights are vital.
“If another asset manager is having an enviable effect on the behavior of our client, we want to know so we can exceed it, emulate it, or defend against it.”
