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Case Study
Global distribution transformation drives client-centric data-led growth
Client Challenges
A European asset manager (€1trn+ AUM) faced low CRM adoption, fragmented client experiences, and heavy reliance on manual processes across global sales teams. To remain competitive, the firm needed a complete redesign of its go-to-market strategy and distribution operating model.
alpha approach
Alpha led end-to-end program management across four workstreams: Client Experience Definition, Sales Management Design, and Target Operating Models for Marketing and Client Services. The team defined a client tiering model, personas, and journey maps, then redesigned and implemented a new global Salesforce instance supported by expanded data sets and BI tools. Alpha also built the foundations for legal entity and agreements data mastering and delivered standardized sales processes and KPIs across regions and segments. This transformation shifted the European asset manager to a customer-focused, data-driven business, improving client satisfaction, sales productivity, and internal efficiency at scale.
How we delivered lasting value
Turning insight into impact
Consistent client experience delivered across full lifecycle
A unified client tiering model and redesigned journeys replaced fragmented interactions. Client satisfaction and retention improved measurably across institutional and wholesale segments.
Sales productivity lifted through standardized processes and CRM
Clear sales KPIs and a globally consistent Salesforce platform reduced manual workarounds. Teams gained sharper focus on core sales activities and cross-sell opportunities.
Stronger data foundations reduced operational risk and cost
Centralized data mastering improved corporate memory and limited client data loss. IT distribution landscape simplification enabled better monitoring of running costs.
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