Retail Distribution and Advice

Alpha works with financial advisers, platforms and product providers to help them create value and growth in a dynamic market. We help our clients understand where to participate and how to grow and win. We deeply understand the importance and evolution of customer engagement and advice across the value chain and help firms understand how to best capture the future market opportunities. 

Key Challenges

We help our clients address a number of key challenges including how they:

  • Assess the changing market dynamics to identify future opportunities and threats
  • Establish a vision and coherent strategy to deliver future growth in the market
  • Create differentiated and innovative experiences for customers and advisers
  • Identify business model and capability gaps to deliver future growth
  • Design and implement transformational distribution capabilities to increase flows


Key Focus Areas

Business growth strategy

  • Understand and respond to future trends and market dynamics.

Financial advice transformation

  • Reimagine the advice business of the future.

Distribution and sales enablement

  • Optimise the distribution of solution, products and services.

Value proposition design and delivery

Distribution transformation

  • Transform the distribution, sales and marketing functions.

Technology enabled transformation

Outcomes & Benefits

Successful delivery of the most complex and important strategic initiatives, informed by our deep experience across the retail distribution value chain and its proprietary market data and insights.
Rich and comprehensive understanding of the challenges, threats and opportunities facing our clients driven by the breadth of our expertise connecting strategy, technology, digital and M&A.

Meet Our Experts