Case Studies

We're incredibly proud of our experience.

Our industry experience is unrivalled, and has been gained through working with the top asset and wealth managers from across the world. Read through our engagement case studies to get a clearer picture of the type of work we do and the results we achieve for our clients.


June 5, 2015

Refreshing the client’s data management solution and model, using Alpha’s in depth expertise of the vendor market.


June 5, 2015

An informed approach for migrating off an inefficient legacy CRM platform and on to Salesforce in a phased manner; ensuring full business continuity and making it compatible with a future global model.


June 5, 2015

A market leading replacement for an underperforming client portal, using Alpha’s industry insight and vendor selection process to meet bespoke client requirements, and deliver an on time solution.


June 5, 2015

Analysis of current sales approach led us to conduct an expedited salesforce implementation, to give a coherent client experience across sales and marketing in Europe, and support rapid growth targets.


June 5, 2015

A revised data strategy and model: enhancing the end user experience for clients and regulators, and giving them improved reporting and performance and attribution analysis.


June 5, 2015

A consistent and agile response towards implementing FATCA regulations: across thirty global locations, all core functions and in coordination with their administrator.


June 5, 2015

A business case, client communication program and internal training, to cover the full implications of new AIFMD regulations for our client and its customer base.


June 5, 2015

Reviewing and redesigning the operating model, IT and data architecture in the US and UK, to enable collaborative global investment strategies.


June 5, 2015

Developing a new growth service for a third party administrator, enabling them to provide new tax transparent fund capabilities to their clients.


June 5, 2015

Benchmarking an in-house operations’ cost and capability against our global comparison data, to pinpoint key service recommendations for the future.