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Alliance Bernstein


AllianceBernstein is one of the largest investment managers in the United States, offering over 100 mutual funds. The company manages nearly $8 billion in client assets under management. In 2006, the company became AllianceBernstein L.P.

Challenges

Alliance was building out a new content management and portal system for http://www.alliancebernstein.com, part of an effort to reposition the new brand after the Alliance Capital / Sanford Bernstein merger. They needed to integrate ASP.NET templating and widget techniques for their mutual fund wholesalers and customers. Along with their new website, Alliance needed to ensure their wholesale team was able to communicate with customers in a timely fashion when on the road.

LTech Solution

LTech developed portal controls, contributed to the portal framework, and built interfaces to mutual fund, news, and market data systems. Using C# and ASP.NET on both SQL Server and Sybase databases, LTech implemented custom calculators and document delivery tracking systems to improve portal user experience. LTech also implemented an enterprise service between Seibel CRM and Microsoft Exchange, to allow their wholesaler team to stay in touch with customers on the road using their Blackberry devices.

Results

AllianceBernstein successfully launched their portal in January 2005, providing a capstone to their merger for their public facing web properties. The successful launch of the enterprise CRM service allowed AllianceBernstein's wholesalers to successfully manage customer appointments on the road.