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Case Study
Distribution data platform delivers holistic global client view
Client Challenges
A US firm (nearly $1trn AUM) was transitioning from a US intermediary specialist to a global, multi-channel asset manager. Legacy data structures divided by investment vehicle created a disjointed client experience and restricted scalability. A unified, enterprise-wide view of client data was critical to support this ambition.
alpha approach
Alpha defined the strategy and vision for the distribution function, identifying client data management as the priority capability gap. Alpha then led the detailed design of a client master, specifying the data model, business rules and processes required across the enterprise. Following design, Alpha supported development and implementation on the firm’s selected MDM and data management architecture. The solution integrated with the CRM and other critical business applications, enabling consistent data across sales, marketing, client service, operations and compliance. The platform established the foundation for the firm to operate as a scalable, data-driven global distributor.
How we delivered lasting value
Turning insight into impact
Enterprise-wide client data model supporting all functions
A single client master delivered a consistent data structure across sales, marketing, operations, and legal and compliance. All enterprise functions now operate from one accurate, holistic view of client data.
Streamlined client lifecycle improving client experience
Unified data management eliminated fragmentation across investment vehicles and channels. Clients received a more consistent and seamless experience throughout their lifecycle.
Scalable architecture enabling global multi-channel growth
Integration with the enterprise data management architecture and CRM supported the firm's expansion across geographies and investment vehicles. The platform is built to scale with future distribution growth.
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