Artefact x Accomplish collaboration: The new dawn

In our white paper on differentiation strategies for asset managers in 2025, we predicted that AI-driven client experience (CX) is set to become the next ‘table stake’. In this article, we define AI-driven CX, show how the deployment of AI will transform client interactions and using the institutional client journey as a case study, identify the highest ROI changes and benefits. We also address regulatory, fiduciary, and ethical risks you should manage. Whether you’re enhancing relationship management or future-proofing your CX strategy, this piece offers actionable insights backed by industry expertise.

Table of Contents

1. What is AI-driven CX?
   1. Key components
   2. Example in action
   3. Why AI-driven CX is set to become the next ‘table stake’
   4. How AI-driven CX will differ from traditional CX
2. Use case: AI-driven CX for institutional asset management
3. Where to start
4. Risks and mitigation strategies

Capitalize on Artefact’s and Accomplish’s strategic relationship

To conclude, AI-driven client experience is no longer a future differentiator – it is fast becoming the baseline standard by which asset managers will be judged. This paper has shown how AI is reshaping the entire client journey, from digital prospecting to onboarding, reporting, and relationship management. The most successful firms will be those that prioritize implementation based not only on value, but also on organizational readiness and strategic goals.

The opportunity is substantial – but so are the risks. Firms must approach AI adoption with a clear-eyed view of governance, transparency, and the human role in delivering value.

By leveraging Artefact’s and Accomplish’s capabilities, fi rms can turn these insights into action and establish themselves as leaders in a crowded market.

This paper is part of a series showcasing the uniqueness of our strategic relationship. We hope you found it useful; here is the complete series. 

• #1 The Differentiation Challenge – how to stand out in a crowded market: five winning approaches for asset managers
• #2 The New Dawn – AI-driven CX is set to become the next ‘table stake
• #3 The Vital Piece – a CX Data Maturity Framework you can adapt to capitalize on AI-driven CX