An improved framework for digital publishing, SEO and social media strategy, with business training on incorporating latest web and social media developments in to day to day activity.
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.
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.
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.
Reviewing and redesigning the operating model, IT and data architecture in the US and UK, to enable collaborative global investment strategies.
Developing a new growth service for a third party administrator, enabling them to provide new tax transparent fund capabilities to their clients.
Paving the way to be a digital leader in the industry: through assessment of trends and competitors and a full review of the client’s digital and overall strategy.
A first mover consolidation of all UCITS IV fund structures across Europe, complemented with the outsourcing of back and middle office activities.
A new front office platform with rapid, market leading negotiation of the provider contract, and a revitalised operating model to embed it.
A new market leading model for global client reporting, for a rapidly growing business.