The strongest AI strategies start by asking the right questions – not just about the tools, but about the people, the adoption journey, and the measurable impact they’re designed to deliver.| Asset & Wealth Management - Alpha FMC
In Q2 2025, the ESG regulatory map got a major redraw. While U.S. federal momentum hit the brakes — with the SEC stepping back from its Climate Disclosure Rule — states like California and New York hit the gas with ambitious new climate and transparency mandates. Meanwhile, Canada stayed the…| Asset & Wealth Management - Alpha FMC
The strongest AI strategies start by asking the right questions – not just about the tools, but about the people, the adoption journey, and the measurable impact they’re designed to deliver.| Asset & Wealth Management - Alpha FMC
Alpha's 2024 Global Operations survey highlights the increasing pressure on margins, which is driving a widespread industry commitment to cost optimization, efficiency, and automation.| Asset & Wealth Management - Alpha FMC
| Asset & Wealth Management – Alpha FMC
Outsourcing has long been the norm for Back Office operations, yet as it extends into the Middle Office, it’s clear there’s no one-size-fits all solution. With the Middle Office becoming increasingly complex and data-driven, Asset Managers are reassessing whether their current operating models can keep pace with evolving requirements and…| Asset & Wealth Management - Alpha FMC
With increasing regulatory scrutiny and cost pressures, Private Banks must modernize their KYC screening processes. Many firms still rely on fragmented tools and manual workflows, leading to inefficiencies, regulatory risks, and poor client experiences. In our latest article, we explore how wealth managers can adopt a risk-based, technology-driven approach to…| Asset & Wealth Management - Alpha FMC
In this new report, Alpha FMC reveals what capabilities asset managers want from their asset servicing partners, and why the sector needs to focus on delivering continuous impactful change over the next five years to align with the industry’s increasingly fast-paced change agenda.| Asset & Wealth Management – Alpha FMC
Alpha FMC are collaborating with Snowflake on the release of their latest product offering, Openflow, to support clients with compliance with the Digital Operational Resilience Act (DORA), which came into force in January 2025. In-scope firms have, to date, leveraged manual processes to comply with these standards. Alpha’s accelerator will allow for the full end-to-end automation of the process to meet the regulatory requirements.| Asset & Wealth Management – Alpha FMC
While there are widespread examples of use cases for AI, this paper highlights three forward-looking AI applications that are being actively assessed by leading pension funds and outlines key considerations for scaling them effectively and responsibly.| Asset & Wealth Management - Alpha FMC
Unreconciled data is a silent threat to asset managers. When positions, cash, or transactions don’t match across systems, the result isn’t just operational noise – it can bring costly missteps, regulatory breaches, or missed trades. Reconciliation is more than a routine middle and back-office function; it's a frontline defense against financial and reputational risk.| Asset & Wealth Management – Alpha FMC
In today’s world shaped by global interdependence and advancements in technology, workforce strategy plays a pivotal role in faring well against unforeseen systematic challenges and in optimizing costs across your organization.| Asset & Wealth Management – Alpha FMC
A new report by Alpha FMC, a global leader in consulting for the asset and wealth management industry, has revealed what capabilities asset managers want from their asset servicing partners| Asset & Wealth Management – Alpha FMC
A new benchmarking report highlighting huge optimism for growth across the platforms industry| Asset & Wealth Management - Alpha FMC
Are your teams turning today’s data deluge into AI-powered insight, or still drowning in information? We’ve seen that, with the right approach, firms can spot untapped mandates before competitors, free Sales, Marketing, Client Service, and Product teams for high-value conversations, and predict redemptions early enough to protect revenue. Read our…| Asset & Wealth Management - Alpha FMC
The state of data management across the Wealth and Private Client industries today is a mixed picture and many opine on the optimal data strategy to ensure success. However, few firms have a formal strategy in place that covers the approach, ownership, protocol etc around data. There are several constituents…| Asset & Wealth Management - Alpha FMC
Our latest Alternatives Outlook is available now, and it's clear the Alternatives industry is at a turning point. With private market exposure surging and AI-driven automation revolutionizing operations, firms must scale efficiently and innovate to stay competitive. Firms are doubling down on technology adoption, operational efficiency, and investor engagement to…| Asset & Wealth Management - Alpha FMC
Our latest 2025 Asset & Wealth Management Outlook is out, and the findings are clear: only 1 in 3 firms consider themselves strong innovators. In an era of AI-powered investment strategies, rising demand for private market assets, and evolving regulations, firms that embrace tech-driven transformation will lead the way. In…| Asset & Wealth Management - Alpha FMC
Alpha's Accelerated Approach to Aladdin Implementations: A Game Changer for Boutique Asset Managers. Alpha's recent collaboration with BlackRock and BNY at a c.£25bn UK Asset Manager has proven that enterprise transformation can be achieved in 6-12 months after contract signature. Alpha is committed to replicating this approach for other Boutique…| Asset & Wealth Management - Alpha FMC
In Wealth Management, the ability to acquire new clients, deepen relationships, and drive growth is more critical than ever. Yet, without a structured Sales Management Framework, many Relationship Managers struggle - leading to missed opportunities and constrained business performance. With the right tools, leadership, and methodologies, Wealth Managers can transform…| Asset & Wealth Management - Alpha FMC
While discussions are on going about the future of the Net Zero Asset Managers Initiative, asset owners remain steadfast in their expectations that asset managers have robust, credible transition plans in place. Alpha shares key insights from our recent peer benchmarking on how asset managers' must evolve their Climate Transition…| Asset & Wealth Management - Alpha FMC
Within this article we explore how TPAs are looking to future proof their FA offerings to keep up with market and regulatory demands, whilst keeping the oversight team experience front of mind.| Asset & Wealth Management - Alpha FMC
In our latest article, Alpha share the best practices from early asset managers adopting Sustainability Disclosure Requirements (SDR) labels and how they have shaped their Consumer Facing Disclosures (CFDs).| Asset & Wealth Management - Alpha FMC
An exponential increase in the volume of Family Offices being set up reflects the globalization and professionalisation of investment management opportunities for an increasing number of Asset Owners. In this article, Alpha SMEs Barney Bracher and Nick Barbone explore drivers for setting up or relocating a Family Office, regional considerations,…| Asset & Wealth Management - Alpha FMC
Asset and wealth management client teams have been stuck using CRM the same way for a decade, creating significant hurdles to unlocking its full potential. Tedious data entry, inefficient workflows, and the struggle to extract actionable insights hinder productivity and the client experience. These challenges lead to missed opportunities and avoidable redemptions. Embedding an AI assistant into CRM delivers a step change in the user experience by effortlessly connecting users to information a...| Asset & Wealth Management - Alpha FMC
Some firms may have already completed their Double Materiality Assessments (DMAs) and are looking ahead to the subsequent reporting requirements, whereas others will be prioritizing completing the DMA in early 2025. In this article, Alpha share their learnings from supporting clients with the DMA, and key questions to consider for…| Asset & Wealth Management - Alpha FMC
