This article solves the problem of poor-quality CX data that blocks investment firms from capitalizing on AI-driven client experience (CX). It’s for senior leaders who need to modernize CX under competitive pressure. It offers a free asset management CX data audit tool to assess and improve readiness. This matters because clean data is essential to staying efficient, relevant, and client-focused in the era of AI. Readers should get the free CX Data Maturity Audit tool and start now.
Artefact is a global data and AI consultancy helping major brands accelerate AI adoption and business transformation. Accomplish brings deep CX expertise and a proven benchmark that quantifies the time and money your clients give – and how you can earn more of both. Together, we offer a unique blend of industry focus and technical power – tailored to help asset managers lead in AI-driven CX.
This white paper highlights the importance of clean, reliable CX data as the foundation for effective AI applications. The authors introduce a five-step CX Data Maturity Framework, guiding firms through auditing their data, defining AI strategies, implementing AI processes, securing governance, and empowering staff. Real-world tools and case studies from Artefact and Accomplish demonstrate how firms can take actionable steps toward AI readiness. Ultimately, the piece encourages firms to choose whether they want to keep up with this industry shift – or lead the industry – with their CX capabilities.
Every quarter, Accomplish’s CX Benchmark tracks the time and money clients give to asset management firms. Here are my thoughts on 3 fresh insights from the latest run. Last quarter, I placed a heavy focus on digital engagement, so this time, I’ll do the same for in-person engagement because that’s where you turn ‘attention’ into revenue. If you’re curious about where your numbers stand, send me a message.
In this article, we define AI-driven CX, show how the deployment of AI will transform client interactions and using the institutional client journey as a case study, identify the highest ROI changes and benefits. We also address regulatory, fiduciary, and ethical risks you should manage.
The medium-term is where your CX either converts digital engagement into revenue or it doesn’t. In this article, Adam Grainger and Neil Thornburn explore the medium-term opportunities of CX – a 9 to 18-month window where CX stops being a buzzword and starts delivering results. This is the second in a three-part series examining CX’s short-, medium-, and long-term opportunities and how you can track your performance through the CX Benchmark. As with the first article, it is packed with practical examples, case studies, and metrics, but get in touch if you have any questions or want to see how your firm compares.
The asset management industry remains intensely competitive, and firms that fail to differentiate are disappearing. Previous differentiators have become ‘table stakes,’ requiring firms to adopt additional strategies. How to stand out? This article outlines 5 winning approaches for standing out, a decision-making framework, and implementation roadmaps.
Client experience (CX) isn’t just about satisfaction – it’s a proven driver of retention (McKinsey, 2021), which is every firm’s largest source of revenue. For asset managers, that means acting now to deliver seamless, personalized experiences that keep clients engaged. This blog highlights the client experience quick wins you can implement in just 6 to 9 months.
This article explores how inefficiencies in asset management client service operations – slow onboarding, wasted RFP efforts, and redundant reporting – drain profitability. With rising competition and shrinking margins, firms must streamline processes or risk falling behind. In 4 moves, we show how asset managers can cut waste, optimize their client journey, and stay competitive. Those who don’t could lose clients, revenue, and jobs.
This article explores the 5 biggest reasons why CX initiatives fail. For each one, we define the mistake, explain why it is a problem, and then present a known solution. We then introduce a new podcast series that will examine more broadly the challenges financial services companies face when implementing CX initiatives.
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