CRM & Distribution

October 20, 2016
Views
CRM – Alpha’s industry observations
September 20, 2016
Case Studies
Salesforce Technology Review and Target Operating Model

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model

February 12, 2016
Case Studies
CRM Roadmap Definition

Developing a solution to enhance Customer Relationship Management capabilities.

September 25, 2015
Views
Mike Smith discusses the growth of ‘Disruptor’ Asset Managers and their effect on the wider industry
June 5, 2015
Case Studies
CRM D2C Strategy Definition

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
Case Studies
CRM, Sales Process Optimisation, Marketing Automation & Client AUM

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
Case Studies
CRM Implementation, Federated Architecture & Data Management

Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.

June 3, 2015
Views
The AUM challenge

Exploring the emergence and increasing importance of the AuM hub concept

June 3, 2015
Pages
CRM & Distribution

Technology to manage customer relations evolves and improves in leaps and bounds. It can be hard to keep up to date with the latest innovations. But fall behind and your competitors may outpace you.