Alpha
Alpha
Everyday Extraordinary
The leading global consultancy to the asset and wealth management industry. We offer the world’s top asset and wealth managers a competitive edge through our unrivalled expertise and industry insight
Highlights
- - Alpha has developed a proven domain model which tailors Salesforce to the specific needs of Asset Managers
- - This proprietary accelerator model deploys the functionality commonly required by asset managers, which can then be enhanced to suit the needs of the individual asset manager
- - As such, Alpha occupies a unique competitive position, possessing unparalleled knowledge of applying Salesforce in this market landscape, as well as deep asset management expertise
Description
By partnering with Alpha to implement Salesforce - or refactor your existing instance - you gain access to Alpha's proven market accelerators:
'Design Phase' Alpha Accelerators
Knowledge of how to design future strategy and migration strategy objects for the AM industry and for an effective user experience
Known experience of which objects should (or shouldn’t!) be used for the AM industry
Catalogue of detailed User Requirements that can be leveraged
'Implementation Phase' Accelerators
Core structures of code ready for Salesforce Lightning
Knowledge of how to run effective end user testing
Tried and tested strategies for effective communications with end users
Experience of delivering effective training for large CRM global rollouts
'Post Go-Live' Alpha Accelerators
Experience setting up a robust and effective BAU model, with a list of pre-defined roles and responsibilities
Tried and tested strategies for driving user adoption post Go Live, supporting end users with floorwalking and focused workshops
'Design Phase' Alpha Accelerators
Knowledge of how to design future strategy and migration strategy objects for the AM industry and for an effective user experience
Known experience of which objects should (or shouldn’t!) be used for the AM industry
Catalogue of detailed User Requirements that can be leveraged
'Implementation Phase' Accelerators
Core structures of code ready for Salesforce Lightning
Knowledge of how to run effective end user testing
Tried and tested strategies for effective communications with end users
Experience of delivering effective training for large CRM global rollouts
'Post Go-Live' Alpha Accelerators
Experience setting up a robust and effective BAU model, with a list of pre-defined roles and responsibilities
Tried and tested strategies for driving user adoption post Go Live, supporting end users with floorwalking and focused workshops
Geographic Focus
United States
California, Colorado, Illinois, Maryland, New York, Pennsylvania, Tennessee, Washington 8 states
California, Colorado, Illinois, Maryland, New York, Pennsylvania, Tennessee, Washington 8 states
Canada
Ontario
Ontario
International
Australia
United Kingdom
Languages
Dutch,
English,
French,
German
About Alpha FMC
Headquarters
London, UK
Website
Phone
+44 (0) 207 796 9300
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