Evaluation & Selection

September 20, 2016
Case Studies
Front-to-back Investment Suite Selection and Implementation

Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System

September 20, 2016
Case Studies
Global Target Operating Model Design

Evaluation and re-definition of front-to-back operating model across 10 locations

February 12, 2016
Case Studies
Development of Digital Retail Distribution Capability

Enhancing distribution channels through the progression of digital abilities

June 14, 2015
Case Studies
Client Reference Data Utility Business Development

Launching a new data utility: a roadmap, business case and implementation, to give more efficient on-boarding of new clients, and improved regulatory compliance.

June 5, 2015
Case Studies
Strategic Operating Model Review & RFI

Selecting a market leading fund accounting and regulatory reporting solution, to replace an obsolete one and position the business for optimum growth.

June 5, 2015
Case Studies
Data Strategy and Market Review of Data Solutions

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

June 5, 2015
Case Studies
CRM & Client Portal Strategy & Vendor Selection

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
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
Front Office IT Review

A strategic review of front office IT architecture – to assess the current models and vendors against peers’, and for the client to better meet their future aspirations.

June 5, 2015
Case Studies
Alternative Asset System Selection

Navigating the vendor market, to rapidly select a global, end to end alternative assets software platform.