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Asset Management CX Specialists

Accomplish is a research and benchmarking firm with deep international experience in Client Experience (CX) in the context of B2B asset management, as well as a range of services and skillsets that are purpose-built for CX initiatives.

We chair the European Asset Management CX Forum, execute its research agenda, and administer the industry CX Maturity Benchmark.

R&D gives us command of the latest data, which enables us to be relevant, brief, and gone in the interests of our clients.

CX has become the differentiator

Industry is losing pace with its clients’ needs:

x2

as many indicators that asset managers are delivering an unfavourable CX than a favourable one1

This presents an opportunity, but …

25 %

of asset managers
are not ready to seize it12

1.  Accomplish Consulting, 2019. Client experience has become THE differentiator:  77% of firms lack a CX strategy, while 72% lack effective CX governance
2.  Accomplish CX Maturity Benchmark, November 2019: 76% of firms have not laid the foundations of CX.
 

Early movers are using CX to secure competitive advantage

  • Improved productivity
  • Increased revenue retention
  • Greater organic growth
  • Targeted and efficient prospecting
  • Optimised operational costs
  • Minimised complexity
  • Unnecessary costs eliminated
  • Lower operational risk

How the CX Maturity Initiative is helping early movers seize this opportunity

  • Defining CX for B2B asset management
  • Gauging the state of CX across the industry regularly
  • Firm-specific comparisons and issue identification
  • Industry-level issue identification and response through ‘R&D as a shared service’
  • Peer-group insight into specific capabilities
  • Learning the art of the possible from other industries
  • Extending the leading edge of CX in the industry

We can now measure CX maturity

  • The CX Maturity Benchmark is live
  • We are deriving firm- and industry-level insights for EMEA institutional managers
  • Additional companies are joining, further deepening the dataset
  • Members of the CX Forum are participating in the highest priority R&D needed to respond
  • Firms are expressing interest in applying the benchmark to new geographies and sectors

Conduct a self assessment of your firm's CX maturity

By completing the short survey below (less than 5 minutes) you can quickly assess your firm’s level of CX maturity.

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CX asset management community
News
Sean Brady

A home for the asset management CX community

The CX Maturity Initiative Members’ Area is now live as the secure home for the asset management CX community. It creates the opportunity for firms to learn lessons not just from each other, but also from other industries and from critically-needed research into CX in the context of B2B asset management.

Read More »
CX in a B2B environment
CX fundamentals
Sean Brady

Is B2B CX really so complicated?

Our interactions with B2C firms have taught us to expect outstanding client experience (CX). However, is it that much more difficult for B2B asset managers to deliver a memorable CX? Or is it just that a holistic and strategic approach based on the primacy of clients needs is the key to success?

Read More »

Asset Management CX Specialists - Accomplish at a glance