SlideShare a Scribd company logo
1 of 10
Alpha FMC - Unparalleled Insight & Experience

Delivering a Market Leading Investment Management
Operating Model & Client Experience
0

Copyright 2013 Alpha FMC
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
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
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
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
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
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
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
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
Unparalleled Insight & Experience

9

Copyright 2013 Alpha FMC

More Related Content

Viewers also liked

Barbadillo Asociados. Business Plan
Barbadillo Asociados. Business PlanBarbadillo Asociados. Business Plan
Barbadillo Asociados. Business Plan
SalonMiEmpresa
 
00 MERGED KING ROOM - SPECIFICATION .compressed (1)
00 MERGED KING ROOM - SPECIFICATION .compressed (1)00 MERGED KING ROOM - SPECIFICATION .compressed (1)
00 MERGED KING ROOM - SPECIFICATION .compressed (1)
Vanessa Draper - Calucag
 
Manual suministro 2012_red
Manual suministro 2012_redManual suministro 2012_red
Manual suministro 2012_red
Viri Alejo
 

Viewers also liked (19)

Barbadillo Asociados. Business Plan
Barbadillo Asociados. Business PlanBarbadillo Asociados. Business Plan
Barbadillo Asociados. Business Plan
 
IV JCDI - 4_Caridad Pérez_Docencia para el Desarrollo Humano en estudios de i...
IV JCDI - 4_Caridad Pérez_Docencia para el Desarrollo Humano en estudios de i...IV JCDI - 4_Caridad Pérez_Docencia para el Desarrollo Humano en estudios de i...
IV JCDI - 4_Caridad Pérez_Docencia para el Desarrollo Humano en estudios de i...
 
1960
19601960
1960
 
Revista final
Revista finalRevista final
Revista final
 
ALPMA - Craig Rispin's Keynote & Workshop 18 Oct 2013
ALPMA - Craig Rispin's Keynote & Workshop 18 Oct 2013ALPMA - Craig Rispin's Keynote & Workshop 18 Oct 2013
ALPMA - Craig Rispin's Keynote & Workshop 18 Oct 2013
 
Ned nvt ppp
Ned nvt pppNed nvt ppp
Ned nvt ppp
 
The 3D world is your stage-Erik's talk at DHAustralia 2014 (DHa2014)
The 3D world is your stage-Erik's talk at DHAustralia 2014 (DHa2014)The 3D world is your stage-Erik's talk at DHAustralia 2014 (DHa2014)
The 3D world is your stage-Erik's talk at DHAustralia 2014 (DHa2014)
 
Presntacio Oo N..P&N
Presntacio Oo N..P&NPresntacio Oo N..P&N
Presntacio Oo N..P&N
 
E-REON Engages ANSYS in RF-Energy product development
E-REON Engages ANSYS in RF-Energy product developmentE-REON Engages ANSYS in RF-Energy product development
E-REON Engages ANSYS in RF-Energy product development
 
De la consultoría a la intervención, algunas consideraciones
De la consultoría a la intervención, algunas consideracionesDe la consultoría a la intervención, algunas consideraciones
De la consultoría a la intervención, algunas consideraciones
 
Iconic abstract announcement 2016
Iconic abstract announcement 2016Iconic abstract announcement 2016
Iconic abstract announcement 2016
 
El viaje emprendedor
El viaje emprendedor El viaje emprendedor
El viaje emprendedor
 
Coworking in Dornbirn, Vorarlberg
Coworking in Dornbirn, VorarlbergCoworking in Dornbirn, Vorarlberg
Coworking in Dornbirn, Vorarlberg
 
00 MERGED KING ROOM - SPECIFICATION .compressed (1)
00 MERGED KING ROOM - SPECIFICATION .compressed (1)00 MERGED KING ROOM - SPECIFICATION .compressed (1)
00 MERGED KING ROOM - SPECIFICATION .compressed (1)
 
Manual suministro 2012_red
Manual suministro 2012_redManual suministro 2012_red
Manual suministro 2012_red
 
Password Manager: Detailed presentation
Password Manager: Detailed presentationPassword Manager: Detailed presentation
Password Manager: Detailed presentation
 
Case Study of BIM, Detailing and Modelling
Case Study of BIM, Detailing and ModellingCase Study of BIM, Detailing and Modelling
Case Study of BIM, Detailing and Modelling
 
brandnooz NOOZ Magazin Ausgabe 04/2016
brandnooz NOOZ Magazin Ausgabe 04/2016brandnooz NOOZ Magazin Ausgabe 04/2016
brandnooz NOOZ Magazin Ausgabe 04/2016
 
Kunde 2.0: Beitrag 6
Kunde 2.0: Beitrag 6Kunde 2.0: Beitrag 6
Kunde 2.0: Beitrag 6
 

Recently uploaded

Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
Sheetaleventcompany
 
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
daisycvs
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
dlhescort
 
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
amitlee9823
 
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
lizamodels9
 
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
amitlee9823
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
amitlee9823
 

Recently uploaded (20)

Falcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investorsFalcon Invoice Discounting: The best investment platform in india for investors
Falcon Invoice Discounting: The best investment platform in india for investors
 
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service AvailableCall Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
 
Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
Chandigarh Escorts Service 📞8868886958📞 Just📲 Call Nihal Chandigarh Call Girl...
 
PHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation FinalPHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation Final
 
Malegaon Call Girls Service ☎ ️82500–77686 ☎️ Enjoy 24/7 Escort Service
Malegaon Call Girls Service ☎ ️82500–77686 ☎️ Enjoy 24/7 Escort ServiceMalegaon Call Girls Service ☎ ️82500–77686 ☎️ Enjoy 24/7 Escort Service
Malegaon Call Girls Service ☎ ️82500–77686 ☎️ Enjoy 24/7 Escort Service
 
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 
Eluru Call Girls Service ☎ ️93326-06886 ❤️‍🔥 Enjoy 24/7 Escort Service
Eluru Call Girls Service ☎ ️93326-06886 ❤️‍🔥 Enjoy 24/7 Escort ServiceEluru Call Girls Service ☎ ️93326-06886 ❤️‍🔥 Enjoy 24/7 Escort Service
Eluru Call Girls Service ☎ ️93326-06886 ❤️‍🔥 Enjoy 24/7 Escort Service
 
Uneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration PresentationUneak White's Personal Brand Exploration Presentation
Uneak White's Personal Brand Exploration Presentation
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
 
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
 
Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1
 
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
Russian Call Girls In Rajiv Chowk Gurgaon ❤️8448577510 ⊹Best Escorts Service ...
 
BAGALUR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
BAGALUR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRLBAGALUR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
BAGALUR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
 
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
 
Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
 
Falcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business GrowthFalcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business Growth
 
(Anamika) VIP Call Girls Napur Call Now 8617697112 Napur Escorts 24x7
(Anamika) VIP Call Girls Napur Call Now 8617697112 Napur Escorts 24x7(Anamika) VIP Call Girls Napur Call Now 8617697112 Napur Escorts 24x7
(Anamika) VIP Call Girls Napur Call Now 8617697112 Napur Escorts 24x7
 
JAYNAGAR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
JAYNAGAR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRLJAYNAGAR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
JAYNAGAR CALL GIRL IN 98274*61493 ❤CALL GIRLS IN ESCORT SERVICE❤CALL GIRL
 

Alpha fmc investment management distribution presentation v 0 4

  • 1. Alpha FMC - Unparalleled Insight & Experience Delivering a Market Leading Investment Management Operating Model & Client Experience 0 Copyright 2013 Alpha FMC
  • 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. 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. 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. 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. 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. 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. 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. 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. Unparalleled Insight & Experience 9 Copyright 2013 Alpha FMC