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Case Study
Global CRM and client master implementation unifies distribution teams
Client Challenges
A US asset manager ($1trn+ AUM) required a single global platform to align all business user groups across sales and distribution functions. Fragmented data, inconsistent processes, and poor client data quality were limiting enterprise-wide use cases. A coordinated implementation was needed without placing undue burden on global stakeholders.
alpha approach
Alpha was selected to support the global rollout of Salesforce CRM and the Enterprise Client Master. The team guided data model design, business rules, governance frameworks, and acceptance testing to meet the needs of institutional and intermediary teams worldwide. Alpha provided best practice guidance on business processes to accelerate adoption across all regions. Structured stakeholder engagement ensured global user groups were represented without requiring significant time commitments. The result was a unified, governed platform delivering improved client data quality and stronger connectivity across all global teams.
How we delivered lasting value
Turning insight into impact
Single global platform aligning all distribution teams
Salesforce CRM and the Enterprise Client Master were rolled out to meet the needs of all global user groups
Robust data governance enabling enterprise-wide use cases
A structured data model and governance framework was established to support consistent, high-quality client data globally.
Enhanced connectivity across global institutional and intermediary teams
Improved access to accurate client data, including GFI relationships, strengthened collaboration and insight across regions.
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