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Case Study
Global CRM replatform transforms distribution effectiveness across a European asset manager
Client Challenges
A European asset manager (€750bn+ AUM) faced fragmented Salesforce adoption across global distribution teams, with misaligned processes and a data model ill-suited to industry complexity. Without a clear CRM vision or ownership, sales activity was difficult to monitor and client data remained underutilised.
alpha approach
Alpha conducted a full diagnostic of the European asset manager’s existing Salesforce instance, uncovering functional gaps, technical debt, and process misalignment across business lines, channels, and geographies. The team built the business case for replatforming, deployed quick wins in the legacy instance, and designed a new instance aligned to industry best practices. An agile build methodology was adopted, supported by rigorous data cleansing, change management, and early involvement of CRM champions to drive adoption. A new BAU organization was established to sustain the platform beyond delivery. The 18-month transformation delivered a future-proofed, globally aligned distribution platform that measurably improved sales effectiveness, client engagement, and management information across institutional, wholesale, and internal networks.
How we delivered lasting value
Turning insight into impact
Global sales and marketing alignment accelerates distribution
Standardized processes across segments and geographies enabled more targeted client engagement and expanded addressable market reach.
Actionable client data improves sales monitoring and insight
Centralized CRM data and enhanced MI capability gave leadership clear visibility of sales activity and pipeline in a competitive environment.
Scalable platform reduces support burden and future-proofs technology investment
Improved scalability across sales, marketing, and client servicing reduced support requirements while positioning the European asset manager to maximize future technology investments.
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