Strategy & Advisory

June 5, 2015
Case Studies
Digital Content Production and Writing for the Web Training

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.

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 & 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
Data Strategy & Operating Model Design

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
Case Studies
Front Office IT Review and Target Operating Model Design

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

June 5, 2015
Case Studies
Tax Transparent Fund (TTF) Operational Readiness Analysis

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
Case Studies
Strategic Roadmap and Expert Digital Review

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.

June 5, 2015
Case Studies
UCITS IV Fund Consolidation & Outsourcing

A first mover consolidation of all UCITS IV fund structures across Europe, complemented with the outsourcing of back and middle office activities.

June 5, 2015
Case Studies
Major Platform Re-Engineering and BRS Aladdin Implementation

A new front office platform with rapid, market leading negotiation of the provider contract, and a revitalised operating model to embed it.

June 5, 2015
Case Studies
Client Reporting Target Operating Model Design & Supplier Selection

A new market leading model for global client reporting, for a rapidly growing business.