Background Shapes Left Crop

Asset and Wealth Management Client Experience Survey

This research project provides an opportunity for asset and wealth managers to benchmark their digital client experience.

Client Experience Survey 2024 Badge

This survey has 12 questions and takes under 5 minutes to complete

After completing the survey, all respondents will gain access to real-time insights, including:

  • Desired outcomes from improving the client experience
  • Key drivers and barriers to future improvement
  • Perspectives from their customers
  • Upcoming technologies and paths to growth

Client Experience Survey 1 of 4

Company profile

What is your companies main business?

What are your Assets under Management?

In your opinion, what is your company's level of digital maturity?

Client Experience Research Champion's

The Client Experience Survey is a high-profile project that provides a statistically significant snapshot of client experience in the Asset and Wealth Management sector. There is no other project like it. Our interactive dashboard will provide digital-focused trends and benchmark current and future activity.

The Research Champions are dedicated to delivering better client experiences. They help spread the word about our research by sharing this survey with their network.

If you would like to become a Client Experience Research Champion, please get in touch. We will feature your details on this page and share our Research Champion badge for your website.


Client Experience Research Champion Badge

The CX revolution is underway. Attitudes have shifted from "we want this" to "we need this". 

Theo Paraskevopoulos, Invessed CEO