In key market sectors, multi-decade industry trends mean that for many asset managers client experience (CX) has become the way to get noticed and to retain their clients’ confidence.
This situation presents an opportunity to gain a competitive edge
Accomplish is a ‘challenger consultancy’ designed to meet the investment industry’s needs:
And to help the industry overcome its most common headwinds associated with strategic change:
Ways to engage us:
1: Accomplish (2019). Achieving Strategic Change: 95% of investment industry professionals recognised ‘unclear ambition’ as a common problem; 77% recognised ‘lost momentum’.
2: McKinsey and Company (2015): 70% of change initiatives fail.
Asset managers are falling short of their clients’ service needs, and most attempts to solve the problem are addressing the effects not the causes. Early movers are using CX to secure competitive advantage over their rivals. Asset managers are now using Accomplish’s CX Maturity Benchmark to understand their current CX and compare themselves against their peers.
A recent roundtable discussion on CX resulted in the establishment of the Asset Management CX Forum with the objective of developing an industry-wide CX benchmark.
SimCorp Coric has picked-up on our research into how CX has become the differentiator for asset managers. We are pleased that they asked Adam to be their latest guest blogger.
Relevant. Brief. Gone.
