The Client Experience Maturity Index in brief
AI is transforming client experience from a discretionary differentiation strategy into a baseline ‘table stake’.
For those who have already adapted, it’s helping automate personalisation and improve conversion at scale. For others, it is exposing weak links: siloed journeys, poor client insights, and outdated approaches.
What is the Client Experience Maturity Index? It’s a free, 30-minute assessment (approved by the Asset Management CX Forum) that benchmarks your CX maturity and AI readiness against over 20 peer firms. You’ll get a structured CX maturity profile, peer comparison, and three clear actions to alleviate your CX pain points and improve your readiness for AI.
Who is it for? Asset managers looking to understand, improve, or modernise their client experience – especially in light of AI disruption.
Book your assessment at the end of article.
CX used to be a luxury. AI is making it a baseline.
AI is turning client experience into a race. Not a race for fees – but for relevance.
In a consolidating market where 138 asset managers now compete for every $1 in AUM, your #1 priority should be to stand out. That’s why it matters that CX is the one strategic lever that is entirely under your control.
However, widely deployable AI has transformed an outperforming CX from being manual, costly, and reserved for top-tier clients into an automated and affordable capability, scalable for all clients. As a result, AI is set to turn CX into the next ‘table stake’.
This creates opportunities and threats
The winners have already recognised this shift, adapted to it, and are overcoming the challenges. Some are now using AI to tailor client journeys, boost engagement, and improve conversion. For example, some firms are already using behavioral signals to automate follow-up, personalise reporting, or flag at-risk clients – all at scale.
AI-driven CX doesn’t just raise the bar, though. It is also resetting it. So, if firms with an established lead in asset management client experience don’t adapt, what was once their advantage could quickly look outdated.
It also creates a two-way choice for firms that have not yet laid the foundations for CX.
- Their client journey may still be siloed.
- They may have limited access to the insights it yields, placing a low ceiling on benefits AI can deliver. For example, 65% of firms Accomplish surveyed were not transforming their CX data into actionable insights that marketing, sales, and relationship management can use in decision-making.
- And as a result, they may lack a clear understanding of how to turn CX into a source of competitive advantage.
For these firms, AI-driven CX represents both a threat and a chance to catch up. The outcome depends on what they do next.
Welcome to the Client Experience Maturity Index
To help you diagnose your CX pain points, risks, and readiness for AI, Accomplish’s Client Experience Maturity Index will give you a structured evaluation that maps your current maturity, highlights gaps, and benchmarks your progress.
In just 30 minutes, you’ll find out where your CX stands – and what’s holding it back. You’ll gain a clear understanding of the 5 Building Blocks of CX©, a visual summary of your firm’s current CX maturity, and customised, independent recommendations you can act on immediately.
Specifically, you’ll walk away with:
- A CX maturity profile.
- Peer-to-peer comparison.
- 3 priority actions.
Diagnose your CX pain points
CX Maturity Assessments are free, interactive, and deliver an immediate take-away.
And because the framework has been approved by the Asset Management CX Forum, you’ll also be able to benchmark your results against more than 20 medium to large-sized firms like J.P. Morgan Asset Management, Columbia Threadneedle Investment, and AEGON Asset Management.
If you’d like, it could also be your first step toward capitalizing on CX as a source of competitive advantage, using Accomplish’s services that we have designed specifically for asset managers:
- Diagnose CX pain points, risks, and readiness for AI.
- Map your CX data and fix gaps.
- Automate your CX KPIs.
- Convert CX KPIs into insights and action.
- Enable senior management oversight.
Book your free assessment today
So, book now to secure your free session and receive your customized CX maturity profile.
In the words of one CX Program Lead, tap into:
“Invaluable insight from a unique and powerful dataset – showing where the leading edge is and how to get there.”
30 minutes. High value. No preparation needed.
Used by more than 20 firms and approved by the Asset Management CX Forum.
