A major global asset manager wanted to redesign their strategic governance and core Digital, Sales, Marketing & Client Services processes with the aim of improving the overall client experience, focusing sales & improving internal efficiencies.
Target Operating Model & Marketing Technology Assessment
Following merger activity, this global asset manager engaged Alpha to define the new target operating model for their Global Marketing function, focusing on becoming digital- and data-led.
Client Data Maturity
Buzzwords such as AI, machine learning, blockchain and ‘big data’ are everywhere and are quickly attracting the attention of corporate investment. Data is transforming every industry and Asset Management is no different.
Wealth Management: Challenges Overview
Alpha’s Wealth Management experts summarise the key challenges Wealth Managers are currently facing, including pressured margins, regulations and changing clients. Find out how Alpha can help our Wealth Management clients.
Digital Transformation Top Priority for Asset Managers
The industry is shifting its focus to investing in customer experience via digital transformation, with 85% of surveyed Asset Managers saying that improved client engagement was a key benefit from digital transformation.