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.

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.

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?

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.

Effective segmentation and tiering are worth the strategic value they bring. In this second blog in our three-part series, we demonstrate how firms can secure the value they strive for.

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.

In case you missed it, last week, it was a privilege for us to discuss our comprehensive approach to client experience (CX) with Elaine Russell, The AMX’s Head of Client Service.

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.