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?

Business case for CX in asset management

The business case for CX in asset management

Long-term forces of supply and demand mean that, for most asset managers, client experience (CX) has become THE reliable differentiator. It is here to stay, and it is entirely within your control. To differentiate yourself through CX you need to manage it. To manage it, you need to measure it.

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.

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.

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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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