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 are the moments that matter across the investment client journey for insurers? And what effect does an asset manager want to have at these moments? The CX Forum’s latest project will find out.
We are excited to be hiring a graduate Client Experience Analyst to help us scale up and prepare for growth. We are looking for someone who wants to specialise in a sought-after discipline, wants to be a valued colleague in a growing business, and wants a breadth of responsibilities and a say in how the business is run.
As bargaining power has shifted to clients and CX has become THE reliable differentiator for most asset managers, a growing group of firms is now measuring and comparing their B2B CX. Click to find out about a unique and revolutionary CX benchmark and what the participating firms can do with it.
As more asset managers adopt CX as a way to differentiate their businesses, we are responding to the growing demand for CX benchmarking by extending our tools to support our clients’ needs.
Asset managers are measuring engagement, but they are less clear on whether they are measuring the right things and what they should do with the information. This R&D project will define the digital indicators of client opportunities and mandates at risk so you will be able to monitor them, know when you have deviated from the industry average, and respond accordingly.
As demand for the CX Maturity Benchmark continues, here is an explanation of how it works in three straightforward steps: 1) the CX maturity assessment, 2) the CX maturity profile session that highlights the absolute and relative maturity of your CX capability and recommended response strategy, and 3) free ongoing membership of the Asset Management CX Forum.
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?
As asset managers increasingly adopt client experience, here are the three most common reasons they use the Accomplish CX Maturity Benchmark: “demystify and baseline”, “step back, take stock and check alignment”, and “going for gold.” We hope these scenarios help you understand whether you too could gain value from the benchmark.