Client & Sales Analytics
Key Features
Management Insights
Drag & drop mission control dashboards offer managers in-depth overviews of risk and performance across client, sales and operations
Automated Data Feeds
We pull in data directly from your internal systems and third parties to automate client and portfolio calculations
Sales Analytics
Visualize and segment inflows and outflows by client type, sales teams, fund domicile, strategy and more
Truly Connected
Our BI suites can be utilized alone but also integrate nativey with CRM, Client Portal, 360 SalesVista and any other apps on the platform
Detailed Analytics Personas
Our analytics suites are built around enterprise use cases and analytics personas, delivering value to a wide range of stakeholders
Designed by Subject Matter Experts
Our analytics are designed with industry experts from across Alpha, bringing together views from across the industry
Enterprise Business Intelligence
Regardless of whether we host the service or integrate with your Enterprise BI applications, we offer a number of customisable analytics packages and reporting datasets that have been designed by our UX specialists with key business personas in mind
Plug and Play Insights
Alternatively, our users are able to configure dashboards from within our reporting interface to only show insights relevant to them. With drag and drop widgets that integrate natively with all client economic data across our platform, understanding your business at a glance has never been easier
How our Client & Sales Analytics empowers users
Wholesale Marketing Manager
EMEA Distribution
I want to segment clients by recency and value of trades and holdings to qualify prospects for events and campaigns
Head of Client Service
Global Client Group
I want to see 'assets at risk' by client to plan proactive service initiatives and defend assets
Operational Risk Specialist
Governance, Risk & Compliance
I want to see daily investor concentration in fund, redemption history and measures of redemption risk