Asset Management CX Bench­marking

Accomplish is a B2B asset management CX benchmarking firm. In a crowded market, our benchmarks help firms stand out. This is important because good experiences are commonplace and quickly forgotten.

Only the extraordinary get remembered, shared, and discussed.

Compare your ‘effect’ on your clients’ behaviour

Client experience (CX) is an ‘effect’ you ‘cause’ that occurs in what clients do (behaviour) and what they say (feedback).

What humans do can differ dramatically from what they say. So, if you want to measure their experience, their behaviours will tell you the true story.

But what should you measure?

Save time and effort trying to figure this out by pulling the industry best practice taxonomy of CX metrics off the shelf, and begin measuring CX immediately.

With Accomplish’s CX Touchpoint Benchmark, you will then be able to compare yourself against your peers, as well as predict and influence your effect on clients’ behaviour.

Exploit CX, or don’t be surprised.

Why have highly reputable asset management companies developed CX capabilities?
Why are an increasing number of firms joining them?
After decades of getting by without CX, why now?
Is it just a fad?
What can anyone possibly tell me about *my* clients that I don’t already know?

If these questions are familiar to you, explore our research into the answers.

Other key services

Our other asset management CX benchmarking helps firms understand what they can do to keep up with industry best practices, how they can learn lessons from others, and what new practices we should incorporate into the industry.

CX Maturity
Benchmark

Evaluate
your internal CX capability

Asset Management
CX Forum

Engage
with the industry CX community

Asset Management
CX Research

Stay up-to-speed
with the leading edge of CX

differentiate your distribution strategies.
News
Adam Grainger

Differentiate your distribution strategies

Setting your distribution strategies? What’s a good event attendance rate? What’s an above-average sales conversion rate? How many meetings should you expect with your top tier clients? How long should you expect to keep your institutional clients? And what’s a respectable depth of wallet score? Get in touch if you’d like to find out more about why Heads of Distribution are engaging in CX benchmarking.

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differentiate through client experience  
News
Adam Grainger

Differentiate through client experience

Accomplish has had a great year! We have helped asset managers develop in-house CX measurement capabilities that have enabled them to differentiate through client experience. Read on to learn about the new BI tool that has made this possible, our objectives for next year, and how you can leverage these developments to establish your firm’s CX measurement capability in 2022.

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The insurance client journey
News
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The insurance client journey

Across their client journey, insurers have quite specific needs from asset managers, and they behave differently to mainstream institutional clients. As a result, a well-managed client experience could be particularly impactful to these intimate relationships. In response, we are exploring the feasibility of a CX benchmark for insurance relationships.

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Get in touch

Want to know more about asset management CX benchmarking? Send us an e-mail. We would love to hear from you.