Individuals with balance


Accomplish – Asset Management CX Specialists

I founded Accomplish because I was convinced the asset management industry needed a specialist CX benchmarking firm to push forward the boundaries of the leading edge, and to help asset managers seize the opportunity of CX, no matter where they are on their journey.

For us, success is about striking the right balance:

To best serve our clients, we have hand-picked a balance of capabilities: deep knowledge of the asset management industry, cutting edge capability in data science and analytics, and ‘out-of-the-box’ board-level objectivity that stretches us and challenges any industry-specific assumptions we make.

We believe that 80% of strategy is in implementation and we believe in ‘eating our own cooking’. So, we seek those individuals who balance strategy and subject matter expertise with implementation. As a start-up, we see the dependencies and feedback loops between these activities, which is why we believe they should remain together.

Accomplish’s purpose is to help investment firms stand out from the over-supplied market for asset management through the experiences they give to their own clients. We also know our clients have huge amounts of in-house talent, so we don’t presume that the answer to every problem is ‘more external help’. On the contrary, we believe in being relevant, brief, and gone. For this reason and to ensure there can be no conflict of interest with our benchmarking services, we specifically do not perform consulting services.

We balance work and life. We are clear from the point of recruitment that everyone’s top priority is to look after themselves – they can then use their energy to look after their teammates. It is this effective teamwork that ensures we meet our clients’ needs reliably and repeatedly over time. Lone wolves playing the hero by working long hours until they fall over don’t cut it at Accomplish.

We have chosen to serve the investment industry because of its purpose – the provision of safe futures for individuals and communities. But what about today? At Accomplish we balance the present and the future through our active agenda for supporting our communities.

Adam Grainger

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