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Case Study
Salesforce enhanced to power global fund distribution growth
Client Challenges
A Boston-based global asset manager ($1trn+) relied on Salesforce across institutional and intermediary channels, but its platform was built for institutional models and could not support the complexity of fund distribution networks. With an ambitious strategy to grow global market presence, the firm needed a purpose-built CRM solution urgently.
alpha approach
Alpha defined a CRM strategy and target architecture, conducting integration analysis and gathering detailed business requirements using proprietary accelerators. A phased delivery introduced fund rating buy lists, automated rating opportunity triggers, and a dynamic virtual hierarchy to structure complex intermediary networks. In parallel, Alpha analyzed servicing operational data to design a target state data model covering flows, holdings, TA accounts, distribution agreements, and legal entities. Alpha also defined a roadmap to extend the platform toward a full CBOR solution across remaining fund sponsors. The result was a scalable, channel-ready CRM platform that directly enabled the client’s global fund distribution growth strategy.
How we delivered lasting value
Turning insight into impact
Sales processes tailored for fund distribution complexity
Dedicated Rating Opportunity types, automated triggers, and dynamic hierarchies enabled structured, effective sales execution across large distribution networks.
Greater transparency into underlying fund investments
Enhanced channel visibility gave distribution teams clearer insight into client investment positions across the intermediary network.
Structured operational data unlocks servicing and growth
Organized servicing data improved relationship management, expanded cross-sell identification, and created new prospecting opportunities for distribution users.
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