Wealth Managers

October 20, 2016
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CRM – Alpha’s industry observations
September 21, 2016
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Neil Curham and Jamie Forrester included as part of the editorial panel for Wealth Briefing and Family Wealth Office client reporting study
February 12, 2016
Case Studies
CRM Roadmap Definition

Developing a solution to enhance Customer Relationship Management capabilities.

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
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 3, 2015
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Digital Disrupters in wealth management

Taking a close look at the firms disrupting the wealth management industry through innovative digital propositions