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Case Study
Unified Salesforce platform transforms US asset manager’s global distribution data
Client type
Alternatives Managers & Private Markets
Client Challenges
A US asset manager’s ($1trn+ AUM) rapid growth in the wealth and intermediary channel, accelerated by an acquisition, created two parallel Salesforce instances across global wealth and institutional teams. This duplication introduced data complexity and fragmented client visibility across regions. The business needed a scalable, unified platform to support smarter decision-making and a better client experience.
alpha approach
Alpha conducted an end-to-end Salesforce capability and data model review before designing and mobilizing a full implementation program spanning CRM, analytics, Snowflake, data migration, MarTech, and client service. A new Salesforce instance was built from the ground up with a harmonized data model, integrated analytics, and productivity applications. Alpha constructed a client data master to aggregate third-party wealth and institutional data providers into a single golden source, alongside a conformed data model for client, product, activity, and financial data. Business change activities including process mapping, training, UAT, and SIT were managed throughout. The result is a fully unified, scalable CRM and data platform that gives the US asset manager a single, aligned view of clients and prospects across all global regions.
How we delivered lasting value
Turning insight into impact
Single source of truth for global client data
A unified client data master aggregates all wealth and institutional data into one golden source. Teams access accurate AUM and flow data globally, eliminating duplication.
Scalable CRM supporting complex relationship management
A rebuilt Salesforce instance with an updated data model handles even the most complex client relationships. Pipeline management and reporting capabilities are significantly improved.
Streamlined processes across the full client lifecycle
Harmonized business processes reduce manual effort across sales, marketing, and client service. Automated workflows support transactions management, activity capture, and cross-regional alignment.
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