
Vendors
Alpha has extensive experience with many of the leading software applications and technology solutions for the financial services industry
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Adobe
Adobe Experience Manager, Marketo and Workfront tools to support marketing and workflows.
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Appian
We use Appian to develop workflow automation and low-code solutions that streamline complex operational processes and accelerate digital transformation for financial services clients.
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Aprimo
Content lifecycle and asset management for global distribution teams
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Databricks
We use Databricks to implement scalable data engineering and AI-driven analytics platforms that power predictive insights and data innovation across financial enterprises.
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Microsoft Dynamics
CRM configuration, integration, and analytics tailored for institutional and intermediary sales
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Optimizely
Optimizely is the AI platform for marketing, bringing together content management, content marketing, experimentation, commerce, personalization, and analytics into a single platform
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Power BI
Alpha leverages Microsoft’s ecosystem—Power BI, Azure, and Office 365—to deliver scalable reporting, automation, and collaboration solutions for financial services clients.
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Salesforce
We leverage Salesforce Marketing Cloud, Financial Services Cloud and Data 360 to drive CRM, pipeline management, and client engagement strategies—enabling tailored solutions across investor relations, sales, and service teams.
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Seismic
At Alpha we help clients across the full range of the Content and Sales Enablement journey and have deep Seismic implementation experience
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SimCorp
We implement SimCorp’s front-to-back investment platform to support portfolio management, accounting, and reporting for institutional asset managers and insurers.
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Snowflake
We use Snowflake to build secure, scalable data platforms—empowering clients to unify and analyze investment data across systems with real-time access and governed control.
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Unqork
We partner with Unqork to develop no-code enterprise applications that digitize complex workflows, reduce development timelines, and accelerate innovation.
