Client & Sales Analytics

Prescriptive reporting and advanced calculations to turn your client data into truly meaningful insights - available standalone or as integrated datasets that can sit at the centre of core business processes
Clients At Risk Next Best Action Client Net Revenue Flow Analytics Sales Effectiveness Investor Concentration Risk Market Performance Customer Segmentation Cross-Sell & Propensity Key Performance Indicators
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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

Interested in finding out more?

Book a product demo to see how our Client & Sales Analytics solutions can help drive data-driven decisions across the Enterprise and automate internal and regulatory reporting processes