Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
Our client wanted to develop a digital capability to support its current distribution channels and enhance its retail distribution offering. The client engaged Alpha to support strategy development and subsequent project management of the delivery of the digital distribution capability.
- Alpha brought deep industry knowledge to enhance understanding of the retail investment/wealth management industry to support analysis and strategy definition phases
- Alpha also developed a commercial analysis and budget across the entire programme and supported the definition of a robust governance model for project delivery
- We also supported the analysis and subsequent selection of potential retail investment platforms, alongside leading the mobilisation of 6 workstreams
- Alpha programme managed delivery to effectively engage multiple client stakeholders and external agencies to deliver the project
The client benefitted from successful definition of the strategy, competitor and market analysis, alongside the definition of a governance model and programme structure to support successful delivery.
Alpha also provided strong programme management support for the analysis and mobilisation phases of the project and critical support for stakeholder engagement across the business.