Every quarter, Accomplish benchmarks the client experience of asset management firms from around the globe.
We look end-to-end – from digital and in-person engagement to sales conversion, client service, and relationship management.
Here’s an insider’s view of 5 of the 30 recently unearthed insights, focusing on the early stages of the client journey.
Send us a message if you have any questions about any of this, or CX benchmarking in general.
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