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Asset management: Evolving customer experience

Customer excellence in asset management

Helping you to transform your investment business to deliver good client outcomes and become more agile in responding to client needs.

Helping you to transform your business and deliver good client outcomes

The expectations on the asset management industry from both clients and the regulator are constantly advancing. The regulator wants greater transparency from products, charges and governance structures, along with evidence that firms have considered the customer in every decision. At the same time, client demands are increasing with digital advances, and the benchmark for good customer experience is being set by Amazon.

All of this against a backdrop of margin pressure, growing regulatory burden, macro-economic and political change, and new and disruptive business models like robo-advice.

So where do firms begin?

At KPMG we have local and international experience to help companies understand, plan and respond to these challenges today and in the future. Our consultants provide expert advice and transformation delivery expertise, enabling firms to deliver results.

KPMG can help you to:

  • Create a winning customer strategy
  • Understand and create an effective customer experience
  • Transform your marketing, product, distribution and services
  • Empower employees and create an agile customer centric organisation
  • Harness your customer data, vital for business transformation
  • Design, develop and integrate digital technology to complement existing systems

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