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Case Study
Industry-Leading Client Portal Transforms FI Fund Onboarding Experience
Client Challenges
A US asset manager ($1trn+ AUM) sought to design a new client portal to streamline onboarding for fixed income funds. Despite having internal design capabilities, the asset manager recognized the value of an external specialist perspective. The need for a seamless, scalable digital experience made swift, expert delivery critical.
alpha approach
Alpha applied deep asset management industry knowledge alongside a fresh perspective to design a market-leading client portal for FI fund onboarding. Built on Salesforce Community Cloud, the solution integrated directly with the asset manager’s existing Salesforce CRM. Alpha collaborated closely with asset manager’s digital, data and enablement, client marketing, and client innovation and technology teams throughout delivery. The result was a portal that significantly improved onboarding efficiency and elevated the overall client experience.
How we delivered lasting value
Turning insight into impact
Industry-leading portal delivered on Salesforce Community Cloud
Alpha designed a best-in-class client portal built natively on Salesforce Community Cloud. Direct CRM integration enabled a seamless, connected onboarding environment.
Streamlined onboarding process for FI fund clients
The new portal greatly increased the efficiency of client onboarding for fixed income funds. Clients benefited from a faster, more intuitive digital journey.
Enhanced client experience through digital innovation
The portal delivered a materially improved overall client experience. The US asset manager gained a scalable digital capability aligned to evolving client expectations.
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