Fetch AI Data Collection Agent
for Asset Management CX
Automate Client Experience Data Collection
The Fetch AI Data Collection Agent for asset management firms extracts raw data and translates it into KPIs.
And because Accomplish and Artefact have built it together, it comes pre-trained for client experience (CX) KPIs.
This means your CX data is ready in seconds for review, benchmarking, and development of response strategies – saving everyone a ton of effort.
Watch this live demo of the 5 main benefits of the Fetch AI Data Collection Agent for asset management CX KPIs. Skip to 02:03 to see it complete 2 weeks of work in 20 seconds.
Fetch’s use cases
- Automates your end-to-end CX data gathering.
- Calculates your KPIs.
- Checks their quality and flags any anomalies.
- Enables management review and approval.
- Transmits your results securely to the CX Benchmark.
Bonus use case: Fetch comes pre-trained for CX KPIs but, because it can perform all these use cases for CX data, it can also do them for any data or KPI.
Meet the designers: Adam Davis (Partner at Artefact) and Adam Grainger (Accomplish’s Head of Insights).
The business case for AI data collection in CX
Fetch will give you:
- The data …
- The comparative insights …
- The time you need …
To improve your CX and leverage it as a controllable differentiation strategy.
You will then be able to demonstrate the positive ROI of your CX function.
Fetch’s main benefits
- Flexibility – API connectors make Accomplish’s Fetch customizable to any tech stack.
- Efficiency – its ‘Refresh’ feature gathers data from your applications – internal and external – in about 20 seconds.
- Simplicity – Fetch aggregates all this business intelligence into a dashboard of KPIs.
- Quality and Control – its ‘Validate’ tab lets data owners approve their KPIs and flags the anomalies for investigation.
- Actionable Insights – when you’re ready, you can transmit your results through Snowflake to the CX Benchmark to discover in time and money where your CX out- and underperformed.
Read the brochure ↓
Your questions answered, continued
Check out these extra videos to deepen your knowledge of Fetch.
Looking for a longer read?
Reflect on the broader applications of the Fetch AI Data Collection Agent as you read this longer blog, learn more about Accomplish’s Agentic AI Risk Control Framework,