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Category: News

Asset management client portals

CX Forum’s client portals research

Announcing the findings of the CX Forum’s client portals research project. It created a powerful dataset about how firms were using these tools to replicate and improve experiences for their clients, as well as to generate entirely new and valuable experiences.

CX maturity use cases

As asset managers increasingly adopt client experience, here are the three most common reasons they use the Accomplish CX Maturity Benchmark: “demystify CX”, “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.

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blog on why CX initiatives fail, the paving stones to client dissatisfaction, and the features of some eye-rollingly out-of-date cultures.

Institutional client portal research

Institutional client portal research

Calling all institutional asset managers who are interested in client portals! The CX Forum is conducting its next research project into portals, we expect another high response rate, and we reserve the findings of these initiatives for the contributors. If you would be interested in the results and can commit 60 minutes by mid-February 2021, get in touch before 31 January.

asset management CX Forum

Celebrating the first birthday of the asset management CX Forum

Whoop, whoop!!! We are celebrating the first birthday of the asset management CX Forum! Attendees tripled over the year, solutions developed to the industry’s biggest CX-related issues, and the feedback on what we are achieving is fantastic. We are looking to 2021 with great confidence when the CX Forum will remain free to all as Accomplish’s gift to the industry’s CX community.

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.