Latest views and thought leadership
Explore ideas, perspectives and expert analysis designed to help you navigate a changing landscape
Featured Insights
-
Scenario Analysis vs. Sensitivity Analysis: Why the difference matters and the risks of getting it wrong
-
AI transformation across middle and back office operations
-
Next-gen client content: how to prepare for the data-driven content demands of 2030 and beyond
All Insights
Read Alpha’s latest thinking on key issues in the industry:
-
Insights
Banish boring and put a creative spark in your marketing
Let’s be honest – marketing in financial services isn’t exactly a Wild West of creativity. Between compliance, regulation and a…
-
Insights
Why management teams should embrace sell-side commercial due diligence
In this whitepaper, we explore why management teams should embrace sell-side commercial diligence and how it can serve as a…
-
Insights
Unlock a new era of investor reporting: Scalable, transparent, and built for growth
Unlock a New Era of Investor Reporting: Scalable, transparent, and built for growth Investor reporting is a key function for…
-
Insights
Investor reporting transformation through automated capital event notices with Anaplan & Workiva
The Situation A leading global asset manager with +$500B in assets under management in North America, Europe, Asia, and South…
-
Insights
Begin with the end in mind: Why business transformation starts with reporting
Over the past 15 years, I’ve assisted hundreds of enterprise companies in evaluating, selecting, and implementing modern reporting solutions that…
-
Insights
Are your KYC screening capabilities keeping up with today’s market standards?
With increasing regulatory scrutiny and cost pressures, Private Banks must modernize their KYC screening processes. Many firms still rely on…
-
Insights
Stick or twist? Taking a stance on ESG investing
There is no denying that sustainable investing is not what it was a couple of years ago. In fact, we…
-
Insights
U.S. sustainability & responsible investing regulatory update Q1 2025
Polarization over ESG policy and regulatory fragmentation deepened in Q1 2025, further complicating compliance and risk management strategies for North…
-
Insights
Key contributions of advanced investment platforms in transforming wealth management
Wealth Investment platforms are more and more designed to accelerate Private Banks Strategy. How these platforms could address services personalization,…