Alpha FMC - Unparalleled Insight & Experience

Delivering a Market Leading Investment Management
Operating Model & Client ...
Investment Management Distribution
Building Blocks For Success


Alpha FMC will outline the key features of the emerging ...
About Alpha Financial Markets Consulting
Unparalleled Insight & Experience Within Investment Management
About Alpha

Alpha...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Leveraging Big Data

Successful Digital
...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Leveraging Big Data

Successful Digital
...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Successful Digital
Engagement

Different...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Leveraging Big Data

Successful Digital
...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Successful Digital
Engagement

Different...
Enabling Sales

Gaining Client Insight

Client/Prospect Profiling &
Segmentation

Successful Digital
Engagement

Different...
Unparalleled Insight & Experience

9

Copyright 2013 Alpha FMC
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Alpha fmc investment management distribution presentation v 0 4

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A vision of the future Investment Management customer platform.

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Alpha fmc investment management distribution presentation v 0 4

  1. 1. Alpha FMC - Unparalleled Insight & Experience Delivering a Market Leading Investment Management Operating Model & Client Experience 0 Copyright 2013 Alpha FMC
  2. 2. Investment Management Distribution Building Blocks For Success  Alpha FMC will outline the key features of the emerging Distribution approach to clients, partners and products for Investment Managers, based upon our unique experience of working with more than 25 Investment Managers Globally.  This session will provide an exciting glimpse of better informed client conversations, more targeted sales and relationship management, and a deeper understanding of client needs, products and results.  The session will walk through 6 key building blocks of a successful Investment Management Distribution Strategy: Enabling Sales Client Insight Profiling & Segmentation Digital Engagement Client Experience Leveraging Big Data 1 Copyright 2013 Alpha FMC
  3. 3. About Alpha Financial Markets Consulting Unparalleled Insight & Experience Within Investment Management About Alpha Alpha’s Distribution Clients Alpha’s Differentiators  Leading specialist Investment Management consulting firm  Global Clients & Cross Channels:  Investment Management-focused CRM & Digital Consultancy  A Distribution Proposition Developed at 25+ Investment Management Companies  Unique Accelerators & Domain Models to cover all Distribution Channels  Offices in New York, London, Paris & Luxembourg and work across the US, Europe and Asia  Proven Integration with Key Operational & Industry Data Sources  80 full-time consulting staff and >50 senior Associates  100% Success - Proven Implementation/Delivery Approach  Services  Consulting  Implementation  Benchmarking   Institutional  Wholesale/Intermediated  Broker Dealer  Private Client/Wealth  Alternates/Hedge Outsourcing & Off-shoring 2 Copyright 2013 Alpha FMC
  4. 4. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Leveraging Big Data Successful Digital Engagement Differentiated Client Experience Enabling Sales  Efficient Sales  Simplified UI  Daily Schedules   Educated Sales Mobile Access   Timely Information 3  Automated Emails  Automated Texts  Company Tear Sheets & Summary Reports News/RSS/Social Feeds Copyright 2013 Alpha FMC
  5. 5. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Leveraging Big Data Successful Digital Engagement Differentiated Client Experience Client Insight Client & Contact Market & Investments Product  Investment Ecosystem  Back Office/TPA integration  Influencers & Decision Makers  Market Share  Product Development & Management  3rd Party Data Integrations  Market Data Integrations  Pipeline & Activities  Profile Segmentation  Potential Future Investments  Client Preferences & Events 4 Copyright 2013 Alpha FMC
  6. 6. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Successful Digital Engagement Differentiated Client Experience Leveraging Big Data Profiling & Segmentation Segmentation Levers  Profile   Client Type   Client Tier (Size/AUM, Influence, Target Sector, etc.) Geography Transaction  Recent/Historic Transactions   Existing Holdings  Future Potential Transactions Behavioral  Client Interaction with us (Events, Email, Social, Web)  Likes and Dislikes (Facebook & LinkedIn) Sales & Marketing Delineation  Limited and expensive Sales resource should be focused on Qualified and Targeted prospects  Marketing should pave the way for awareness – brand, product and corporate 5 Copyright 2013 Alpha FMC
  7. 7. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Leveraging Big Data Successful Digital Engagement Differentiated Client Experience Digital Engagement 6 Copyright 2013 Alpha FMC
  8. 8. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Successful Digital Engagement Differentiated Client Experience Leveraging Big Data Client Experience Points of Differentiation  Product   Thought Leadership   Personalisation, Segmentation, Consummation Preferences Client Access   White Papers, Product Specialists, Blogs, Conferences Timing & Relevance of Information/Comms   Catalogue, Fund Manager Reputation, Performance, Cost Client Portal, Self Service, Preference/Subscriptions Service, Web Brand  Web, Events, Corporate Reputation, Past Performance Investment Drivers Product Quality Brand Price/Cost Sales/Rel Mgt Mkt/Comms Client Service Source: Fund Buyer Focus 7 Copyright 2013 Alpha FMC
  9. 9. Enabling Sales Gaining Client Insight Client/Prospect Profiling & Segmentation Successful Digital Engagement Differentiated Client Experience Leveraging Big Data Leveraging Big Data Unstructured Data -> Structured Data  Identifying patterns & Predictive Algorithms  Knowing what prospects/clients will do before they do! Architecture Salesforce.com Client Activities Investments Products Pipeline Segmentation Engine Data Warehouse Holdings & Transactions Market Data Web Events Social News Feeds 8 Copyright 2013 Alpha FMC
  10. 10. Unparalleled Insight & Experience 9 Copyright 2013 Alpha FMC

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