Artefact x Accomplish collaboration: The Vital Piece

As we have outlined in previous white papers, AI-driven client experience (CX) is set to become the next‘table stake’ for asset managers. This white paper highlights the importance of clean, reliable CX data as the foundation for effective AI applications. The authors introduce a five-step CX Data Maturity Framework, guiding firms through auditing their data, defining AI strategies, implementing AI processes, securing governance, and empowering staff. Real-world tools and case studies from Artefact and Accomplish demonstrate how firms can take actionable steps toward AI readiness. 

Ultimately, the piece encourages firms to choose whether they want to keep up with this industry shift – or lead the industry – with their CX capabilities.

Table of Contents

1. AI-driven CX is set to become the next ‘table stake’
2. Clean CX data will be vital
3. A CX Data Maturity Framework you can adapt to meet your needs
4. Real-world tools and experiences you can leverage

Capitalize on Artefact’s and Accomplish’s strategic relationship 

To conclude, this paper has raised key points:

 If you share our belief that AI-driven CX is set to become the next ‘table stake’ for asset managers, then every firm will need an approach to its CX data.

• If you share our belief that AI-driven CX is set to become the next ‘table stake’ for asset managers, then every firm will need an approach to its CX data.
• The five steps in our CX Data Maturity Framework won’t just get you AI-ready –they’ll set you up to win.
• With clean data, smart agents, and trained teams, you’ll be ready to outperform, notjust keep up.

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

If you’re ready to start your CX data maturity journey – or want to know where you stand – get in touch. Together, we can turn AI-driven CX into your competitive edge.

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