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Case Study
Driving marketing clarity through benchmarking insights
Client type
Alternatives Managers & Private Markets, Asset Management, Insurers, Wealth Management
Client Challenges
A UK fund manager (£28bn+ AUM) needed to better understand the impact of digital marketing and its link to fund flows. Measuring performance and return on investment was inherently complex. Greater clarity and structure were required to guide decision-making.
alpha approach
Alpha embedded our proprietary industry benchmarking tool, Beacon, within the client’s marketing strategy to support consistent, insight-driven decision-making. We combined benchmarking data with sector expertise to link performance metrics to commercial outcomes and provide a clearer view of marketing effectiveness. Structured engagement sessions and peer benchmarking enabled ongoing interpretation of results in the context of business priorities. Insights were contextualized to ensure relevance and support practical decision-making across functions. This approach strengthened decision-making and enabled consistent application of insights across marketing and sales teams.
How we delivered lasting value
Turning insight into impact
Clear visibility of marketing return on investment
Linked marketing activity to fund flows and outcomes. Improved confidence in investment decisions.
Benchmarking strengthens marketing performance optimization
Peer insights validated approach and refined activity. Enabled alignment with evolving market practices.
Alignment between marketing and sales improves growth execution
Shared insights connected marketing activity to sales objectives. Supported more coordinated and effective growth strategies.
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