Asset & Wealth Management – Alpha FMC
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Client & Digital

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In today’s market, performance and price alone aren’t enough – how firms engage, serve, and retain clients is just as critical as how they manage investments and the overall client experience is more important than ever.

Alpha’s Client & Digital practice helps asset and wealth managers transform the way they attract, convert, and support clients—across Sales, Marketing, Client Service, Product, and Reporting.

From retail to institutional, print to digital, and traditional to alternative—our breadth of experience from delivering 100+ CRM and digital transformation programs allows us to quickly understand your firm’s unique objectives and operating model to develop strategies and implement winning solutions

How we work with clients

With the proliferation of digital technologies, data, content and devices, delivering a coordinated, multichannel, cross-product experience that engages new customers and retains loyalty globally is hard. We help you cut through the noise to focus on what really matters: designing and delivering a differentiated and joined up client experiences that is built for today's expectations. Our teams bring deep business, technical and data expertise across strategy, benchmarking, change, and implementation. We understand the full distribution stack—channels, segments, platforms, data, and vendors—and we’ve helped the world’s leading managers turn that complexity into competitive advantage.

Our Capabilities

Distribution Strategy & Operating Model

  • Market Entry & Growth Strategy – Know where to play and how to win across geographies, segments, and channels
  • Client Group Operating Model Design – Define the structure, roles, and processes that unlock commercial outcomes
  • Distribution Tech & Data Strategy – Prioritize the platforms, integrations, and investments that will drive real change
  • Client Experience Strategy – Design end-to-end journeys that differentiate your firm and deliver long-lasting value

Marketing & Digital Experience

  • Marketing Strategy & Enablement – Design strategies, org models, and MarTech stacks that drive demand and improve ROI
  • Web & Portal Development – Build engaging digital experiences across the client lifecycle, from first click to ongoing service

Sales & Client Service Enablement

  • CRM & Pipeline – Implement integrated CRM platforms and workflows that measurably improve productivity and insight
  • Onboarding & Service Models – Streamline how you onboard, serve, and retain clients with scalable, data-driven workflows to boost satisfaction and retention

Product Strategy & Innovation

  • Product Strategy & Pricing – Structure, position, and price your offerings to compete and scale
  • Product Lifecycle Enablement – Improve speed-to-market, control, and reporting across the product lifecycle

Content & Reporting

  • Sales Content Enablement – Equip your sales teams with timely, relevant, and personalized materials
  • Content Supply Chain Optimization – Get more value from your content with better governance, workflows, and taxonomy
  • Content Automation & Client Reporting – Scale high-quality content and reporting through automation and integration

Distribution Data, Analytics & AI

  • Data Management & Governance – Build the foundations for better insight, compliance, and scale
  • Analytics & Business Intelligence – Turn data into action with clear, trusted dashboards and insights
  • AI Frameworks & Solutions – Identify and implement AI use cases that create measurable value

Why Alpha ?

There’s no shortage of digital or client experience consultants—but Alpha brings something different: deep, hands-on knowledge of investment management distribution.

We combine strategy, technology, and data expertise with real industry fluency. That means we can deliver value faster—with fewer people—and we know what works.

Here’s what sets us apart:

  • Fluent in Investment Management
    We understand the channels, processes, and platforms that drive this industry—no learning curve, no wasted time.
  • End-to-End Perspective
    We see the whole distribution ecosystem—from marketing and sales to onboarding and client service—and we know how to connect it.
  • Specialists, Not Generalists
    Our team blends business, technology, and data expertise, purpose-built for asset and wealth managers.
  • Proven Success
    We’ve delivered client and digital transformations for public and private market leaders across the globe.
  • Accelerated Delivery
    With our proprietary data models, domain blueprints, and reusable accelerators, we move fast—without cutting corners.
  • Global, Agile Team
    We operate without bureaucracy and mobilize experienced consultants across regions to bring relevant, local insight.

Our Technology & Data Services

In addition to our advisory work, we provide hands-on support across the platforms that power client and user experiences. Delivering end-to-end implementations, managed services, and retainers, our team helps you unlock the potential from your technology stack.

CRM & Sales Enablement

  • Salesforce – CRM, Marketing Cloud, and analytics solutions tailored for investment management
  • Microsoft Dynamics – CRM configuration, integration, and analytics tailored for institutional and intermediary sales
  • Seismic – Sales enablement platform setup, personalized content delivery, and automation for global sales teams

Marketing & Content Operations

  • Adobe Experience Manager – Personalized web experiences, client portals, and digital hubs
  • Adobe Workfront – Marketing operations, workflows, and intake optimization
  • Aprimo – Content lifecycle and asset management for global distribution teams

Client & Fund Reporting

  • Kurtosys – Fund data publishing, reporting, and digital experience design
  • SimCorp Coric – Fund and client report workflows and generation at scale

Business Intelligence & Data Visualization

  • Power BI / Tableau / SSRS– Intuitive dashboards and self-serve reporting for Sales, Marketing, and Client teams, underpinned by trusted data models

We’re vendor-agnostic, but platform-proficient—combining strategic advice with hands-on delivery to help you select the right tools and get more value from your technology investments

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