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serving the investment industry
News
Adam Grainger

Accomplish and GenieShares call for help in Tower Hamlets

In April, we pledged to give away 1% of Accomplish through the GenieShares scheme. But is the possibility of wealth tomorrow enough to solve society’s problems today? It depends. We did some research 🤓 made some new friends 👩🏾‍🤝‍👨🏻 and we’ve decided to go larger on GenieShares 💪🏼 Click to learn what we found and see the help we need to create the greatest possible benefit.

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client experience maturity benchmark
News
Adam Grainger

Happy birthday to the Client Experience Maturity Benchmark

One year ago, everything changed. As a result of a single moment, Accomplish is now an information services company that helps asset managers stand-out through the experience they give their clients. Our benchmarking alone has grown to cover 19 firms. Find out why and discover the direction of travel for our next sprint.

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segmentation for asset managers
News
Adam Grainger

Segmentation for asset managers

The CX Forum’s next peer-group project is already ‘at-scale’ in terms of participating firms and new companies are still joining. Through it, as a CX community, we will discover the most effective segmentation criteria, how firms are balancing customisation and standardisation, and how they are managing changes across the client journey. Effective client segmentation can separate winners from losers and it is essential to the post-pandemic direction of CX. Accomplish is privileged to be playing a part in unearthing valuable insights.

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Voice of the client
News
Adam Grainger

Voice of the client – an industry sample

In a survival-of-the-fittest market, listening to the voice of your client and flexing accordingly is about remaining relevant. It is vital because, even though clients’ needs evolve, your continued alignment with what they want will drive their ongoing impression of your value. In this research, we explore how asset managers perform this function, what is working well and less well, and propose firm- and industry-level solutions for the gaps we found.

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CX Fundamentals
News
Sean Brady

The fundamentals of CX training

Remote working just made the biggest problem with achieving a strategic change even more difficult: how to align everyone? As client experience (CX) has become THE differentiator, 68% of asset managers expect to increase the strategic importance they place on it. But for firms to stand-out through CX they must first align on its fundamentals. Accomplish’s CX Fundamentals course helps teams, departments, and entire organisations create a shared view of the importance of CX, of what good CX looks like, and of how to become client-led. Firms can use it to catch-up with the early movers.

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good asset management CX
CX fundamentals
Adam Grainger

What good asset management CX looks like

This blog concludes our series on the fundamentals of CX by exploring what good asset management CX looks like. At Accomplish, we believe firms need to be client-led, they need to maintain a holistic and deliberate CX capability, and they need to either do something extraordinary or be forgotten. We finish by pulling together from across the blog series the competitive, financial, and logical reasons for maintaining a deliberate CX capability.

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asset management response to COVID-19
News
Adam Grainger

COVID 19’s impact on CX in asset management

100% of asset managers are revising their overall strategies in response to COVID-19, and 68% expect client experience (CX) to play an important part. This research found that, during the height of the crisis, firms with a stronger CX capability seized opportunities while others moved onto the defensive. Lastly, we were able to use an exceptionally high response rate of 84% to identify the steps firms expect to take as they develop their CX strategies.

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CX Training
Adam Grainger

CX Training for asset management

Accomplish’s CX training courses fill a critical gap in the market. COVID-19 makes CX more important yet creating internal alignment on it more difficult. Leaders can now solve this problem efficiently and effectively with our CX training courses. They align teams, departments, and organisations on the importance of CX, what good CX looks like, and how to become client-led.

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Why asset management CX
CX fundamentals
Adam Grainger

Why asset management CX? And why now?

Survival requires differentiation and, for asset managers, the old ways have become unreliable. To address the root cause, firms should shift from being ‘product-led’ to ‘client-led’ and redress any internal imbalance. CX is here to stay and it’s a good thing: you will get what YOU want, by helping clients get what THEY want.

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serving the investment industry
News
Adam Grainger

Sharing hopes and dreams

We have pledged to give 1% of Accomplish to someone in Tower Hamlets through GenieShares. This initiative will forge a link between Accomplish’s hopes and dreams for the future, and those of the communities we serve.

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asset management CX strategies
News
Sean Brady

How to develop an effective CX strategy

Sustaining a superior CX requires a strategy, yet ~70% of asset managers lack one. Accomplish’s guide to developing an effective asset management CX strategy helps solve the problem. Firms can use it to diagnose their situation and match it to a generic CX strategy that they can tailor to their specific needs.

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Client Experience Asset Management
News
Adam Grainger

Using data to provide Client Insights

Data and analytics are one of the building blocks of Asset Management Client Experience (CX). TAR Solutions share their recent experience when an asset manager asked them to implement Client Insights for their firm as part of an effort to improve their Client Experience.

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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.

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CX in a B2B environment
CX fundamentals
Sean Brady

B2B client experience (CX) is challenging

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

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How client experience works
CX fundamentals
Sean Brady

How client experience works

CX operates on the emotional level where, when it comes to decisions about buying, staying and to consuming more, a good experience is forgettable and only the extraordinary counts. This is a huge opportunity for those asset managers who are ready to seize it.

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What is Client Experience
CX fundamentals
Adam Grainger

What is client experience?

Client experience is a client’s overall impression of you as a supplier. It is personal, subjective, open to influence, sometimes irrational, and subject to change as a result of any and every interaction they have with your firm. We advocate deliberate ‘expectation-setting’ and ‘sweating the small stuff’ as well as glory projects.

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asset management client experience
News
Adam Grainger

Accomplish’s first year

At the end of our first 12 months we are now ‘on track’ to become the leading asset management client experience (CX) consultancy.

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Accomplish CX Maturity Benchmark_square
News
Adam Grainger

Accomplish CX Maturity Benchmark attracts 17 firms in its first round

17 asset managers have participated in the first round of the Accomplish CX Maturity Benchmark. This was the initial stage an industry-wide initiative that aims to improve the state of client experience across asset management. Contact us if you are interested in joining the next round of benchmarking, which will close on Friday 31 January 2020.

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asset management client journey
News
Adam Grainger

The asset management client journey

Early movers on CX are implementing intuitive, coherent and efficient client journeys to secure competitive advantage over rivals. Put simply, a client journey is the single thread that weaves through your organisation that represents your clients.

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CX Maturity Benchmark
News
Adam Grainger

Responding to the CX imperative

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.

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SimCorp Coric has picked-up on our research into how CX has become the differentiator for asset managers.
News
Adam Grainger

Guest blog on CX for SimCorp

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.

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Client experience impacts firms’ profitability twice
News
Adam Grainger

CX strategy – go to the heart of the matter

Industry-wide problems with client onboarding, reporting, billing etc. are the effects of systemic issue. The root causes are a lack of CX strategy, and insufficient governance to control the complexity of serving clients with different needs. CX is controllable and, for many asset managers, it has become the differentiator. In this first of two articles on the root causes, we explore CX strategies.

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CX is the differentiator
News
Adam Grainger

Client experience has become THE differentiator

For many asset managers, client experience (CX) has become the way to get noticed and to retain their clients’ confidence. CX will also impact your profitability twice – influencing both revenue and costs. Yet our research indicates an industry-wide issue. Asset managers should seize this opportunity with the four-stage response outlined in our report.

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CX governance – controlling the controllables
News
Adam Grainger

CX governance – controlling the controllables

Lack of governance around client experience (CX) is one of the two root causes of an industry-wide issue relating to CX that has important commercial implications for firms. This situation is controllable, and it presents an opportunity to asset managers to gain a competitive advantage over their peers.

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News
Adam Grainger

Nana Banton joins Accomplish

We are delighted to welcome Nana Banton to Accomplish as a Board Adviser. Nana will help our leadership team navigate as it grows, she will challenge and stretch our strategic plans and, no doubt, knock-off any of our rough edges!

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Use CX to secure competitive advantage