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Asset management client portals
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CX Forum’s client portals research

Announcing the findings of the CX Forum’s client portals research project. It created a powerful dataset about how firms were using these tools to replicate and improve experiences for their clients, as well as to generate entirely new and valuable experiences.

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CX maturity use cases

As asset managers increasingly adopt client experience, here are the three most common reasons they use the Accomplish CX Maturity Benchmark: “demystify CX”, “step back, take stock and check alignment”, and “going for gold.” We hope these scenarios help you understand whether you too could gain value from the benchmark.

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Why CX initiatives fail
News

Why CX initiatives fail

When CX fails, it is not because of lack of capability – it is because of knowledge, strategy, and culture. Check out our blog on why CX initiatives fail, the paving stones to client dissatisfaction, and the features of some eye-rollingly out-of-date cultures.

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why measure client behaviour
News

Why asset managers measure client behaviour

Counteract the gaps and inaccuracies in feedback data, save time and effort, and alleviate clients ‘survey fatigue’. Leverage a behavioural benchmark of the moments that matter to compare, predict, and influence your ‘effect’ on clients behaviour. See the wood for the trees.

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News

How leading asset managers are measuring client experience

Client experience is an ‘effect’ you ‘cause’. It occurs in two ways – in what clients say (feedback), and what they do (behaviour). To manage CX, you should measure both. In this blog, we explore how asset managers are measuring client feedback, and how leading firms have developed a much-needed behavioural benchmark.

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why measure client experience
News

Why asset managers should measure client experience

Long-term forces of supply and demand mean that, for most asset managers, client experience (CX) has become THE reliable differentiator. It is here to stay, and it is entirely within your control. To differentiate yourself through CX you need to manage it. To manage it, you need to measure it.

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Institutional client portal research
News

Institutional client portal research

Calling all institutional asset managers who are interested in client portals! The CX Forum is conducting its next research project into portals, we expect another high response rate, and we reserve the findings of these initiatives for the contributors. If you would be interested in the results and can commit 60 minutes by mid-February 2021, get in touch before 31 January.

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asset management CX Forum
News

Celebrating the first birthday of the asset management CX Forum

Whoop, whoop!!! We are celebrating the first birthday of the asset management CX Forum! Attendees tripled over the year, solutions developed to the industry’s biggest CX-related issues, and the feedback on what we are achieving is fantastic. We are looking to 2021 with great confidence when the CX Forum will remain free to all as Accomplish’s gift to the industry’s CX community.

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How asset managers segment and tier their clients
News

How asset managers segment and tier their clients

Segmentation is about your clients’ needs. Tiering is about yours. Together with client journeys, you can make your business feel like a natural home for your clients as well as target your most valuable relationships. Accomplish’s latest research has unearthed how asset managers are doing this and how a minority of asset managers are gaining strategic value.

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difference between segmentation and tiering
News

Is there any difference between segmentation and tiering?

Segment your market(s) to identify the areas you want to target, then tier the companies in those segments so you can focus on your target clients and prospects. Segmentation will unlock strategic value for you, and tiering helps you allocate time and resources effectively.

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serving the investment industry
News

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

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

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

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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good asset management CX
CX fundamentals

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

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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Why asset management CX
CX fundamentals

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

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

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

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

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

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

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

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

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

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

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

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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Use CX to secure competitive advantage