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    David SmithTruist Financial Corporation

    David Smith's questions to State Street Corp (STT) leadership

    David Smith's questions to State Street Corp (STT) leadership • Q1 2025

    Question

    David Smith from Truist asked for clarification on the relative revenue impact of an Alpha client versus a non-Alpha client and whether accelerating Alpha penetration would increase the overall revenue rate on new business wins.

    Answer

    Interim CFO Mark Keating and CEO Ronald O'Hanley clarified that there isn't a simple formula, as Alpha wins vary significantly in size, complexity, and scope. However, O'Hanley confirmed that the Alpha platform, with its expanding capabilities for private markets and data, is definitively accelerating sales by enabling the firm to win more comprehensive and valuable mandates.

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