Selecting a market leading fund accounting and regulatory reporting solution, to replace an obsolete one and position the business for optimum growth.

An improved framework for digital publishing, SEO and social media strategy, with business training on incorporating latest web and social media developments in to day to day activity.

Refreshing the client’s data management solution and model, using Alpha’s in depth expertise of the vendor market.

An informed approach for migrating off an inefficient legacy CRM platform and on to Salesforce in a phased manner; ensuring full business continuity and making it compatible with a future global model.

A market leading replacement for an underperforming client portal, using Alpha’s industry insight and vendor selection process to meet bespoke client requirements, and deliver an on time solution.

Analysis of current sales approach led us to conduct an expedited salesforce implementation, to give a coherent client experience across sales and marketing in Europe, and support rapid growth targets.

A revised data strategy and model: enhancing the end user experience for clients and regulators, and giving them improved reporting and performance and attribution analysis.

A consistent and agile response towards implementing FATCA regulations: across thirty global locations, all core functions and in coordination with their administrator.

A business case, client communication program and internal training, to cover the full implications of new AIFMD regulations for our client and its customer base.

Reviewing and redesigning the operating model, IT and data architecture in the US and UK, to enable collaborative global investment strategies.