CX Fundamentals Course

CX Fundamentals Course

The CX Fundamentals Course defines the discipline of CX in the context of B2B asset management.

It creates alignment within your organisation and emphasises the importance of CX.

It addresses the fundamental questions :

  • What is CX?
  • Why CX? And why now?
  • How does CX work?
  • How B2B CX is different to B2C
  • What does good CX looks like?

It uses the common language and definitions of CX in the context of B2B asset management adopted by the European Asset Management CX Forum.

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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 Readiness Check

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Fundamentals of CX for B2B asset managers 2024 update download

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