Accomplish Benchmarking

CX will be the next table stake 🎥 At #TSAMLondon (link below), Joffrey Martinez from Artefact and I explored why – and what to do about it. Specifically, we told a story in 3 parts: 1. Why standing out is imperative and 5 winning strategies for achieving that. One – #CX – is entirely under your control.   2. An end-to-end map of #AI-driven CX, identifying the quick wins and long-term gains as it boosts client engagement and increases conversion. 3. A 5-step framework to make sure your data supports – not sabotages – your CX. To see the full talk 🎥 visit Accomplish Benchmarking’s website. Link in the comments. When you’re on our site, you’ll also find the tool 🔧 you need to kick-start your CX data maturity journey. TSAM – The Summit for Asset Management #AI #ClientExperience #AssetManagement

[Artefact x Accomplish Benchmarking at #TSAM London] 🚀 Standing out in asset management isn’t getting easier, but it is getting smarter! Tomorrow, Artefact will be at #TSAM London, and we’re excited to take the stage alongside Adam Grainger, our partner from Accomplish Benchmarking, to share one powerful idea: 👉 AI-driven Client Experience is no longer a differentiator, it’s becoming the next table stake! With fierce competition in the #assetmanagement industry (138 firms for every $1 AUM), delivering a truly differentiated client experience has never been more critical. In our this session with Accomplish, we’ll dive into: ✅ 5 winning strategies for differentiation ✅ A #CX Data Maturity Framework to prepare for AI ✅ Real-world use cases showing how AI transforms every stage of the institutional client journey, from digital engagement to onboarding and #retention ✅ Why quality data is essential (because garbage in = garbage out, even in the AI era) We’ll also present our new strategic relationship: 🤝 Accomplish brings CX benchmarking expertise 🤖 Artefact brings deep AI implementation know-how Together, we’re helping asset managers lead with data, deliver measurable impact, and prepare for what’s next. 🔍 Want a preview? Download our new white paper “The New Dawn” to explore how AI is reshaping CX in asset management: https://lnkd.in/e7EtDhDV We can’t wait to connect tomorrow, let’s talk about where you are on your CX journey and how AI can take it further. Joffrey Martinez Victoria Metzger Adam Davis Adam Grainger #AI #CustomerExperience #AssetManagement #DataDriven #TSAMLondon #CXBenchmark #GenerativeAI #AIinFinance #Artefact #Accomplish #ClientBehavior #Benchmark

Think of an orchestra 🎻 🎺 🥁 Here’s what Jonathan Attoh and I learned this week. Diary of an #agentic transformation – entry #2: 1. Confirmed assumption – agents (digital assistants) can have their own agents – like violinists reporting to a section leader, who alongside other sections, are coordinated by a conductor. It’s all networks within networks. 2. Challenged assumption – we started building our agents in #CopilotChat, but moved to #CopilotStudio, a Microsoft low-code tool that gives us more flexibility to manage the whole orchestra. 3. Lesson for others – every agent (musician) needs a ‘knowledge source’ (the music). For example, our clock-sync agent needs to know Accomplish Benchmarking’s default time zone. We’re keeping that knowledge internal – so agents don’t wander off stage and play the wrong tune. Make sure your agents don’t rely on flaky or dodgy sources. Next steps: 1. Build a small orchestra of agents. 2. Stress-test it with rehearsals. 3. Write a new AI policy. We’re doing this so we can deliver faster and better for our clients and keep costs low. If you’re on the same path, follow along – we’ll keep sharing what works for us (and what doesn’t). Missed entry 1? Catch it here https://lnkd.in/eyi6k3aJ #AItransformation #InformationSecurity #DigitalWorkplace

The medium-term is where your Client Experience (CX) either converts digital engagement into revenue, or it doesn’t. In this article, Adam Grainger and I explore the medium-term opportunities, a 9 to 18 month window where CX stops being a buzzword and starts delivering results for your business. This being the second in a 3-blog collaboration between 404 associates and Accomplish Benchmarking that examines the opportunities of CX in the short, medium, and long term. We hope you find it useful. Contact either of us if you’re curious about how your organisation compares or how to prioritise your next moves. As before, just in case its all TLDR, we have recorded a shorter video (embedded in the blog). #assetmanagement #marketing #clientexperience #digital

Diary of an agentic transformation – entry #1. This week, we kicked off Accomplish Benchmarking’s transformation journey – and one thing is already clear: #InformationSecurity must lead our #AI strategy, because AI should never become a backdoor to confidential data. Insights so far: 🤓 AI agents must follow our existing infosec rules. If someone can’t access data today, they shouldn’t be able to access it through an AI tool tomorrow. 🤓 Interoperability matters. The more seamlessly our agents work with our existing apps, the easier and safer they are to build and scale. 🤓 We’re drafting updates to our infosec policy as we go – the “rules of the road” are evolving in real-time. Looking ahead to our next steps: 1. Build a network of agents for simple tasks. 2. Test and replicate across different domains 3. Connect them into a “network of networks” – amplifying value and saving real time Follow along as we build, learn, and share. #AItransformation #ClientExperience #DigitalWorkplace

AI-driven client experience is not a guaranteed differentiator – it’s fast becoming the new baseline. On April 8 at #TSAMLondon, I’ll lead a deep dive into why AI-driven #CX will become the next 'table stake' in #assetmanagement – and what firms can do now to stay ahead. If your role touches the client journey, this session is for you. I’ll share practical insights from our new white paper on AI-driven CX (part of a new series launching that day), where the biggest ROI lies – and how to get started. 11:30 | Business Design Centre | TSAM – The Summit for Asset Management See you there – let's rethink what great CX can (and should) look like. Registration link in the comments. #AI #ClientExperience #ClientInsights Accomplish Benchmarking

You don't need to pester your clients and worsen their feelings of survey fatigue if you monitor your effect on #clientbehavior Asset managers, you can achieve precisely that with Accomplish Benchmarking's #cx #benchmark

#AI is about people! 100%! This week, Jonathan Attoh and I kicked-off our strategy to become an agentic business. Exciting times! 

Why do #CX initiatives fail? (And how to fix that). For 15+ years in #assetmanagement, I’ve seen what makes #clientexperience initiatives thrive – and what makes them fail. From leading CX programs at BlackRock, J.P. Morgan Asset Management, and State Street Global Advisors to supporting dozens of firms when I chaired the Global Asset Management CX Forum, I’ve worked on CX in situations from post-M&A integrations to operational turnarounds. The fundamental goal? To capitalize on CX as a source of competitive advantage. Yet, too often, well-intended initiatives fall short due to avoidable mistakes. Some firms establish CX as an undeniable growth driver. Others struggle to make it stick. Most land somewhere in between – improving client focus but missing their full potential. Why? Misconceptions. I’ve identified five common CX pitfalls that hold firms back. And more importantly – how to overcome them. To accompany my latest video and article (link in the comments), here’s an infographic summary to help you skim read. #BusinessGrowth #ClientExperience #CX #AssetManagement #Leadership #ClientSuccess

I’m excited to kick off a 3-part series with Neil Thornburn that will explore #CX’s short, medium, and long-term benefits for asset managers. First up – the short term, with quick wins you can gain in 6 to 9 months: ✅ Strengthen #digitalengagement for better client connections.  ✅ Reduce friction at key client touchpoints.  ✅ Stand out with strategic CTAs.  ✅ Identify your highest ROI move. Enjoy the video, explore the full article (link in comments), and let us know your thoughts! #ClientExperience #AssetManagement #ClientEngagement