Asset Management CX Benchmarking

Differentiate through client experience

Accomplish has had a great year! We have helped asset managers develop in-house CX measurement capabilities that have enabled them to differentiate through client experience. Read on to learn about the new BI tool that has made this possible, our objectives for next year, and how you can leverage these developments to establish your firm’s CX measurement capability in 2022.

The Client Behavior Benchmark’s User Group puts you in charge

The Client Behavior Benchmark was designed by asset managers for asset managers. Through the self-governing User Group you, the asset manager, remain in charge of the benchmark. This gives you access to new tools and data, a safe environment for sharing best practices, and the ability to shape the benchmark’s future. This makes the benchmark self-strengthening and aligned to asset managers’ needs.

Our first 500 trees

Accomplish’s Nurturing the Future project has planted its first 500 trees in honour of our clients. As more follow, we look forward to our client relationships growing alongside the trees in their neighbouring forests.

A unique business intelligence tool

We have been a little quiet recently as we have focused our efforts on building a unique business intelligence tool that will be the future of client experience (CX). This is the first blog in a new series that will describe the tool, explore its unique features, and explain how a large proportion of this is already operational and delivering commercial value to our clients.

Nurturing the future

Nurturing the future

As we prepare for Accomplish’s third birthday, we are proud to announce our third community project, which we have called ‘nurturing the future’. In honour of every client, we are now donating a proportion of revenue to planting trees in their local states, départments, counties, etc.

Asset management client portals

CX Forum’s client portals research

What digital experiences are asset managers giving to institutional clients today, and what are they planning for the future? Which services are the same through a portal, which can you improve, and which ones enable you to generate entirely new value? And how are firms tracking clients’ online behaviours to ensure the ongoing relevance of their digital experiences?

Why CX initiatives fail

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.

How asset managers segment and tier their clients

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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Find out

Please fill in this form and we’ll send you the download link for our brochure right away.