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We were The AMX’s latest guest interviewee

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Accomplish CX Maturity Assessment

The Asset Management Exchange does a great job with its client experience (CX), so we felt privileged last week when they asked Adam to be their latest interviewee in the ‘five questions’ series.

  • What is CX?
  • Why has it become THE reliable differentiator for asset managers?
  • How does CX work?
  • How is it different in the B2B context than in a B2C environment?
  • What does good asset management CX look like?

Click here for Adam’s discussion of the answers with Elaine Russell, the AMX’s Head of Client Service. This also formed the basis of a really well-received training session we gave to their Business Development team.

Adam Grainger

Adam Grainger

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