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Seven houses.
One platform, doing the work.

The studies below are written with named operators on the record. We don't anonymise the wins, and we don't ghostwrite the quotes. Each one is about a specific capability — prospecting, drafting, RFPs — and what it gave the team back.

Updated Q1 2026 — figures customer-attested
Featured
AlphaLoops didn't just bring us leads - it fundamentally changed how we think about distribution. Our AI agents work 24/7, covering markets we never had bandwidth to reach properly. Our sales team can finally focus on closing instead of prospecting.
Caroline Whitfield · Head of UK WholesaleMeridian Capital · live Q2 2025
The wins
£1.4 bn
Net new in UK wholesale, FY '25
11hrs
Returned per wholesaler / week
38
Wholesalers, UK & Channel Islands
Read the full study
Case studies

How they made the case internally — and what they got back.

Each study is co-authored with the customer. Numbers are theirs, attested. Quotes are named. Tap any row to read the full study.

Lansdown
& CoIndependent · £18bn AUM · Edinburgh

A team of eleven covering Scotland — their Prospecting ran every Monday morning, so the calendar opened with a longlist already cleaned.

Activity register replaced their weekly outbound spreadsheet entirely. Compliance read moved from Thursday to Friday afternoon.
£420m
Net new — H2 '25
9.2hrs
/ wholesaler / wk
Read study
Meridian
CapitalGlobal asset mgr · £24bn AUM · London

Replacing a six-person research desk with a brief that runs itself — every Monday, before the diary opens.

Pre-call briefs cut prep time by 28 minutes per meeting. The desk was redeployed onto mandate retention.
£1.4bn
Net new — FY '25
3.2×
Qualifying meetings
Read study
Oakhill
PartnersBoutique · £6.4bn AUM · Geneva

The RFP responses turned a fortnight-long DDQ fire drill into a Thursday afternoon — the consultants noticed first.

Golden-source RFP answers cut DDQ turnaround from 14 days to 36 hours. Won three consultant mandates in Q3.
36hrs
DDQ turnaround
3
Mandates won — Q3
Read study
BrightwaterUK-led wholesale · £32bn AUM · London

Twenty-two wholesalers, five regions, one shared CRM enrichment. The hand-off problem, quietly retired.

New hires productive at 30 days vs 90. The shared account memory survives every territory change.
30d
Time to first close
+41%
Adviser retention
Read study
Carrington
ReidMulti-asset · £9bn AUM · London

The Outreach drafting moved compliance from blocker to partner — every send named, signed, and audited along the way.

Outbound review moved fully into AlphaLoops. Zero sample-rate failures across four audit windows.
0
Audit findings — '25
100%
Named-reviewer send
Read study
North
HarbourSpecialist credit · €11bn AUM · Dublin

A small team punching above their weight — because the Prospecting walks in already prepared.

Six wholesalers covering Benelux + Nordics; institutional memory now belongs to the firm, not the individual.
€680m
Net new — FY '25
6
Wholesalers, 9 markets
Read study
In aggregate

Across the customer base, four quarters on.

Numbers below aggregate the six published studies plus one in preparation. The point isn't "more outbound" — it's the team's day, back. More time on the conversations that win mandates.

£4.2bn
Net new assets attributed to AlphaLoops-prepared meetings.
1,284
Wholesalers, RMs and consultants on platform.
9.4hrs
Returned to each user per week — briefing & admin.
0
Material findings across customer compliance audits in 2025.

Reference call with a Head of Distribution who's used it?

Two of the named operators above are happy to take a half-hour reference call before you sign. We'll make the introduction.