1. Alpha FMC - Unparalleled Insight & Experience Delivering
a Market Leading Investment Management Operating Model & Client
Experience 0 Copyright 2013 Fujitsu
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 Fujitsu
3. About Alpha Financial Markets Consulting Unparalleled
Insight & Experience Within Investment Management About Alpha
Alphas Distribution Clients Alphas 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 Proven Integration with
Key Operational & Industry Data Sources 100% Success - Proven
Implementation/Delivery Approach Services Consulting Implementation
Benchmarking Institutional Wholesale/Intermediated Broker Dealer
Private Client/Wealth Alternates/Hedge Outsourcing &
Off-shoring Offices in New York, London, Paris & Luxembourg and
work across the US, Europe and Asia 80 full-time consulting staff
and >50 senior Associates 2 Copyright 2013 Fujitsu
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 Fujitsu
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 Fujitsu
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 Fujitsu
7. Enabling Sales Gaining Client Insight Client/Prospect
Profiling & Segmentation Leveraging Big Data Successful Digital
Engagement Differentiated Client Experience Digital Engagement 6
Copyright 2013 Fujitsu
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 Fujitsu
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 Fujitsu
10. Wrap Up Fujitsu Booth in Moscone West - Booth #W513
Financial Services day Monday all day Financial Services Innovation
demos - 4:30pm - Financial Services Implementation Best Practice
Retail day Tuesday all day Retail Innovation demos - 1:30pm -
Retail Social Clienteling demo - 3:30pm - Collaboration and
Innovation Enablement via Salesforce.com All day Wednesday
Non-Profit and Manufacturing - 11:00am - ASPCA presenting on the
Moving Animals Places (MAP) program - 2:30pm - Reliable and
Scalable Order Management Solution for Glovia OM Enter for a chance
to win one of three Fujitsu STYLISTIC M532 Android Tablets 9
Copyright 2013 FUJITSU
