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Case Study
Global distribution data platform transforms client data quality at UK asset manager
Client Challenges
A UK asset manager (£250bn+ AUM) needed to unify client and distribution data across all global channels and regions. Fragmented data architecture limited access to timely AUM and flow data, creating gaps in enterprise-wide visibility. A robust, flexible platform was urgently needed to support global sales and distribution operations.
alpha approach
Alpha was engaged to design and implement a Salesforce CRM platform aligned to the asset manager’s global channel and regional requirements. Alpha provided SME support for the development of an internal client master and client book of record framework, consolidating global client data into a single location. This included data model design, business rule design, and solution architecture design, alongside full Salesforce implementation. Alpha also led global business engagement and platform roll-out across all regions. The result was a unified, scalable data management architecture that delivered timely, high-quality AUM and Flow data and a consistent view of clients and prospects worldwide.
How we delivered lasting value
Turning insight into impact
Enhanced client data quality across all domains
The asset manager achieved measurably improved data quality across all client data domains globally. A single client master framework eliminated fragmentation and inconsistency.
Single global source for timely AUM and flow data
Teams worldwide gained real-time access to accurate AUM and Flow data through one repository. This enabled faster, more informed decision-making across all enterprise use cases.
Streamlined processes across the entire client lifecycle
Aligned client and prospect views across all regions simplified workflows and reduced duplication. Business processes across the client lifecycle became more efficient and consistent.
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