Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Unified digital operating model transforms client experience and operations
Client Challenges
A wealth management specialist managing over $38bn faced fragmented technology that hindered client experience and operational efficiency. Manual workflows, a disjointed onboarding process, and an outdated client portal created mounting pressure to modernize. Rising client expectations made inaction increasingly costly.
alpha approach
Alpha deployed a suite of interconnected solutions to build a unified digital operating model. An automated case management system replaced manual internal workflows, while enhancements to the client onboarding and digital portal applications improved security and data collection. A native mobile application extended the digital experience to advisors and clients across all locations. Collaboration with the CTO and VP of Technology ensured delivery was aligned to both strategic and operational priorities. Together, these workstreams produced a more efficient, scalable, and client-centric operating model for the firm.
How we delivered lasting value
Turning insight into impact
Four critical workflows automated for operational efficiency
Automated case management replaced error-prone manual processes. Custom audit logs and statuses delivered full traceability and faster deployment of new workflows.
Secure portal elevates client onboarding and engagement
MFA and SSO integration strengthened portal security alongside real-time portfolio access. Dynamic forms streamlined data collection and compliance across onboarding.
Mobile application extends digital reach beyond the office
Biometric authentication and real-time push notifications enabled secure access for clients and admins anywhere. Advisor productivity and client engagement improved through location-independent digital capabilities.
Related Work
Related case studies
Case Study
Distribution data platform drives US retail sales growth
Case Study