serving the investment industry

Accomplish and GenieShares call for help in Tower Hamlets

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.

Voice of the client

Voice of the client – an industry sample

In a survival-of-the-fittest market, listening to the voice of your client and flexing accordingly is about remaining relevant. It is vital because, even though clients’ needs evolve, your continued alignment with what they want will drive their ongoing impression of your value. In this research, we explore how asset managers perform this function, what is working well and less well, and propose firm- and industry-level solutions for the gaps we found.

asset management response to COVID-19

COVID 19’s impact on CX in asset management

100% of asset managers are revising their overall strategies in response to COVID-19, and 68% expect client experience (CX) to play an important part. This research found that, during the height of the crisis, firms with a stronger CX capability seized opportunities while others moved onto the defensive. Lastly, we were able to use an exceptionally high response rate of 84% to identify the steps firms expect to take as they develop their CX strategies.

serving the investment industry

Sharing hopes and dreams

We have pledged to give 1% of Accomplish to someone in Tower Hamlets through GenieShares. This initiative will forge a link between Accomplish’s hopes and dreams for the future, and those of the communities we serve.

CX is the differentiator

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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Intermediary Client Behavior Benchmark

Intermediary Client Behavior Benchmark

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asset management CX Data Readiness Check - free tool

Asset Management CX Data Maturity Audit

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Fundamentals of CX for B2B asset managers 2024 update download

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