Every quarter, Accomplish’s CX Benchmark tracks the time and money clients give to asset management firms. Here are my thoughts on 3 fresh insights from the latest run.
Last quarter, I placed a heavy focus on digital engagement, so this time, I’ll do the same for in-person engagement because that’s where you turn ‘attention’ into revenue.
If you’re curious about where your numbers stand, send me a message.
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The Vital Piece – a CX Data Maturity Framework you can adapt to capitalize on AI-driven CX.
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The New Dawn – AI-driven client experience is set to become the next ‘table stake’.
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The Differentiation Challenge – how to stand out in a crowded market: five winning strategies for asset managers.
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