AI-driven CX is the new table stake
Standing out is harder than ever in today’s crowded asset management market.
In 2008, 223 firms fought for every $1 in AUM. In 2023, it was 138. In this climate, standing out isn’t nice to have – it’s survival.
Once a differentiator, client experience (CX) is fast becoming a requirement, with 68% of asset managers saying CX will become a core pillar of their strategy in the coming years.
Widely deployable AI has added rocket fuel to this trend. What used to be a costly and manual luxury preserved for top-tier clients is now affordable, automated, and scalable to all clients.
In this environment, the firms that can show clients their mastery of AI will gain a decisive edge.
A strategic relationship to help you lead in AI-driven CX
Accomplish and Artefact have joined forces to help asset managers respond.
Accomplish brings deep CX expertise and a proven benchmark that quantifies the time and money your clients give – and how you can earn more of both.
Artefact is a global data and AI consultancy with over 1,700 experts helping major brands accelerate AI adoption, drive digital transformation, and achieve sustainable business growth through data-driven strategies.
Together, we offer a unique blend of industry focus and technical power – tailored to the realities of investment management.
What this means for you
This new relationship gives you direct access to trusted specialists who act as one team to help you:
- Engage clients more deeply with experiences shaped by insights into actual client behavior that let you identify and fix friction points across the journey.
- Convert more effectively by applying AI to moments that matter in the client journey.
- Deliver outperforming and ROI-positive CX that scales beyond top-tier clients – without ballooning costs. Track your impact in real terms: conversion, tenure, and product-per-client ratios.
For example, one global asset manager saved many millions of dollars after Accomplish alerted them to a worrying shift in their client tenure. That’s one example, while another firm unlocked $1.4m in additional annual revenue after we unearthed their underperforming onboarding times. Across leading firms, we’ve identified millions more in lost engagement, conversion drag, and client service issues.
At Artefact, our AI solutions have helped organizations across industries personalize experiences, predict client needs, and streamline service journeys – elevating CX and unlocking measurable business value. From benchmark insights to AI-driven impact, Artefact and Accomplish will equip you to win.
Two paths to outperformance
Data maturity should determine the path you choose, so download Accomplish’s CX Data Maturity Audit and then select your path:
- Data ready? If you have mature data, run your numbers through Accomplish’s CX Benchmark and get a free AI consultation from Artefact on where you can automate, cut cost, or boost conversion.
- Data issues / gaps? If you encounter data maturity issues or gaps, gain a free consultation from Artefact on how to deploy AI to fix your data and then run your numbers through Accomplish’s CX Benchmark to discover where you stand.
So, no matter your starting point, our unique tie-up will let you boost your client engagement, increase your conversion rates, and outperform at this critical new table stake.
Three briefings that connect the dots
To frame the opportunity and show how it works in practice, we’ve co-authored three white papers:
