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Case Study
Global distribution data platform drives sales effectiveness for a UK asset manager
Client Challenges
A large UK asset manager (£500bn+ AUM) had relied on Salesforce and legacy systems for over a decade, resulting in conflicting regional processes, overly complex technical design, and significant data quality issues. A global distribution data management overhaul was urgently needed to support sales effectiveness at scale.
alpha approach
Alpha designed a distribution data management architecture and sales effectiveness solution to establish globally consistent processes and standards. We defined a distribution platform strategy and target architecture, integrating external systems while capturing detailed business requirements. Alpha then led the full delivery lifecycle across data migration, core platform build, UAT, training, and post go-live support. We also built interim data structures including product, client, and agreements masters. This work unified the firm’s global sales and marketing operations on a single, governed, continuously improving platform.
How we delivered lasting value
Turning insight into impact
Globally aligned sales and marketing processes on one platform
The UK asset manager achieved consistent sales processes and joined-up account planning across all regions. A single platform replaced fragmented legacy approaches worldwide.
Stronger data governance delivering cleaner more reliable reporting
Tighter data governance controls improved data quality and visibility for management reporting. Business collaboration and streamlined support capabilities followed as a direct result.
Growing user adoption through continuous platform improvement
Monthly release cycles drove ongoing platform enhancements that increased user adoption. Expanding data management capabilities gave teams greater confidence in the system.
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