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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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The asset management client journey
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
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.
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
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
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
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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Segmenting client bases for asset managers
Adam Grainger

Improving profitability and scalability through client segmentation

Client segmentation unlocks benefits that improve asset managers’ profitability and scalability. But there are pitfalls, especially for firms that have not needed to master this discipline before. Accomplish has considerable experience in segmenting client bases for asset managers of all sizes. Contact us if you would like us to share the lessons we have learned about how to do this successfully.

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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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Adam Grainger

Merry Christmas from Accomplish!

Merry Christmas, and a Happy New Year! Accomplish has had a good start as a ‘challenger consultancy’. Read on to check out the foundations we have laid in the last few months.

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Adam Grainger

Accomplish Consulting welcomes Sean Brady

I am delighted to welcome Sean Brady to the Accomplish Leadership team, as Chief Operating Officer. Sean will strengthen even further Accomplish’s experience in strategy and implementation, and will stretch us into technology innovation.

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Use CX to secure competitive advantage