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 2024 Summit for Asset Management (TSAM) in New York.
Macro trends and market forces mean that, for many asset managers, CX has become THE reliable differentiator.
CX also brings three important advantages:
Because of this, overlooking CX is an unforced error.
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.
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:
“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.”
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