Client type

Alternatives Managers & Private Markets

Client Challenges

A European investment manager (€1trn+ AUM) faced fragmented workflows and inefficient content operations. Manual processes and inconsistent metadata slowed delivery and reduced confidence in marketing systems. A structured, automated approach was needed to improve accuracy and scalability.

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alpha approach

Alpha simplified intake by consolidating multiple request forms into a single Adobe Workfront workflow with dynamic logic. We automated content distribution across Seismic, AEM and print systems, established a unified marketing taxonomy, and introduced the Material ID system for compliant tagging. Processes were redesigned to prioritize structured planning. This delivered a step-change in efficiency, accuracy and scalable content operations

How we delivered lasting value

Turning insight into impact

Automated workflows reducing manual effort at scale

Automated 80% of product marketing output. Reduced manual handling and accelerated content delivery.

Unified taxonomy improving accuracy and asset discoverability

Standardized metadata and tagging. Increased consistency and reduced errors across marketing systems.

Streamlined intake process improving speed and usability

Reduced forms from thirteen to one. Cut intake time and errors by over 60%.

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