AlphaLoops

AlphaLoops is a sales intelligence and automation platform for asset managers. It finds investment opportunities in the firm's pipeline, keeps the CRM enriched, automates outreach, drafts responses to questionnaires, and runs compliance checks on outbound communication so that distribution teams spend their time on conversations rather than research and data entry. It is built for investment firms and asset managers selling to institutional and intermediary clients, with a stated focus on UK financial services. Lead scoring ranks opportunities by product fit, timing and buyer profile and surfaces them inside the CRM. Client intelligence monitors news, filings, personnel changes and market signals to flag upsell and retention opportunities. CRM enrichment verifies and updates contact details, assets under management, mandates and relationship data across connected systems. Campaign automation generates personalized email outreach with compliance checking built in, and RFP drafting produces first draft answers to RFPs and due diligence questionnaires with source attribution. Compliance rules are prebuilt and customizable and validate every outbound message. More than 40 integrations cover Salesforce, HubSpot, Dynamics 365, Outlook, Gmail, Microsoft Teams, Zoom and Slack. Pricing is not published. The site directs prospective customers to request a demo, so terms are quote based.