Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System
Our client had previously placed limited focus on digital marketing, which had seen it fall significantly behind its peers. The firm had recently merged certain divisions through an acquisition, and faced multiple competing approaches to their online content. Strategies were not aligned and multiple systems were used across their operating model.
- Alpha engaged the CMO, CTO and Brand Agency lead to quickly understand issues with project delivery and implemented new project governance
- Alpha rapidly prioritized the high return tasks prior to go live, including a full Information Architecture review, client journey and reskin of all client facing digital channels
- Alpha utilized its significant understanding of the asset management regulatory space to guide decision making around social media, document management and displaying fund performance information
Our client now benefits from employing best practice project governance methodology, alongside ensuring that their generalist third parties (e.g. design agencies, IT vendors) are aware and understand the specifics of asset management. The overall marketing experience was notably improved and received widespread internal and external praise.