Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System
Evaluation and re-definition of front-to-back operating model across 10 locations
Enhancing distribution channels through the progression of digital abilities
Launching a new data utility: a roadmap, business case and implementation, to give more efficient on-boarding of new clients, and improved regulatory compliance.
Selecting a market leading fund accounting and regulatory reporting solution, to replace an obsolete one and position the business for optimum growth.
Refreshing the client’s data management solution and model, using Alpha’s in depth expertise of the vendor market.
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.
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.
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.