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CX Forum’s client portals research

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Asset management client portals

CX Forum’s client portals research

We are pleased to have completed the CX Forum’s client portals research project into the experiences firms were providing via these tools.

This initiative created a powerful dataset about how firms were using portals to replicate and improve experiences for their clients, as well as to generate entirely new and valuable experiences.

Five key findings answer the following questions:

  • What was the focus of current functionality and did it differ from firms’ future plans?
  • What effect can different digital services have on client experience?
  • How were firms getting clients to adopt digital experiences?
  • What feedback had they received?
  • What were the most useful engagement metrics and what were firms doing with this information?

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As a discipline, CX is still in its infancy.

This is particularly the case in the B2B asset management industry, where it has been under-researched and has been open, therefore, to misunderstanding.

At Accomplish, we are changing this with research into the leading-edge of CX, like the CX Forum’s client portals project. We hope you enjoy it. Follow us on LinkedIn to stay connected with our latest research.

Adam Grainger

Adam Grainger

Asset management CX specialist. 20-year career in the investment industry – from Transformation Director roles, to regional COO positions.