Asset Management CX Services
Ground-breaking asset management CX services
As a discipline, CX is still in its infancy. This is particularly the case in the context of B2B asset management, for example, wholesale advisory platforms, institutions, pension funds, etc.
At Accomplish, we are changing this with ground-breaking asset management CX services built on leading-edge research.
We have designed them to answer to the basic question executives have once they recognise the importance of CX: “what can I do about it?”
- Evaluate your CX capability
- Compare your ‘effect’ on your clients behaviour
- Engage with the industry CX community
Lastly, in our experience, when a CX initiative fails, it is not because of lack of technical capability – it is because of knowledge, strategy, and culture. So, please enjoy exploring our website, and please contact us if you have any questions about our asset management CX services. We hope you find them as valuable as we intend them to be – for you, and for your clients.
Evaluate your CX capability
Accomplish’s CX Maturity Benchmark will help you discover how your internal CX capability compares to your direct peers, and what you can do about it.
You will find out your firm’s strengths and weaknesses, the issues you face, and which ones are specific to your firm and which are industry-wide. This is important because, as a CX community, we are solving the industry-wide ones through the CX Forum.
To finish, you will receive a customised and objective set of recommendations for your CX strategy that will leverage lessons learned from other asset managers about the likely challenges and opportunities ahead.
Compare your ‘effect’ on your clients behaviour
CX is an ‘effect’ you ‘cause’ that occurs in what clients do and what they say. What humans do can differ dramatically from what they say. So, if you want to measure their experience, look at their actions – they will tell you the true story.
With Accomplish’s CX Touchpoint Benchmark, you will be able to compare, predict, and influence your effect on clients’ behaviour.
Save time and effort by pulling the best practice taxonomy of CX metrics off the shelf. Begin measuring CX immediately using leading indicators that signal emerging trends at each moment that matters across the institutional client journey.
Engage with the industry CX community
The CX Forum is like no other industry group.
Participation is free, as Accomplish’s gift to the industry’s CX community. It is not a talking shop, though: we use our benchmarking to identify the industry’s biggest CX-related issues and then, together, we solve them through peer-group projects.
This brings value to you as we strengthen CX practices across the asset management industry, and it is good for Accomplish as it keeps us at the leading edge.