November 2, 2017
Our latest research is now available for download in the Cutter Research library. Topics covered include Automating Business Processes, Pitch Book and Client Presentation Systems, Reconciliation Solutions.
All firms seek to improve the efficiency and effectiveness of their business processes and over the past several decades have used automation to move toward this goal. As more sophisticated tools for automating manual processes arrive, firms are examining the options for further improvement.
The research examines the role that BPM and RPA can and do play in investment management firms, and the business processes that firms automate using either BPM or RPA products. It also includes an overview of this fast-changing market, the new RPA products that are appearing and the partnerships that are being formed.
We provide descriptions of the following vendors and products: Appian: Business Process Management Suite, Automation Anywhere: Automation Anywhere Enterprise, IQ Bot, Bot Insight, BotFarm, Blue Prism, IBM: Business Process Manager (including integration with Automation Anywhere), K2: blackpearl and Appit for SharePoint, Kryon: Leo Platform, Leo Studio, Leo Robot, Leo Console, Leo Server, Leo Player, OpenConnect: AutoIQ Process Automation, WorkIQ Workforce Analytics, Pegasystems: Pega 7 (integration with OpenSpan RPA platform), Softomotive: ProcessRobot, WinAutomation, Thoughtonomy: The Thoughtonomy Virtual Workforce, UiPath: RPA Enterprise Platform, Studio Robot, and Orchestrator, WorkFusion: RPA Express, Smart Process Automation, Xceptor: Xceptor Data Hub.
This research provides an overview of the practices and tools investment managers use to create and manage pitch books and client presentations. It also provides information to help member firms assess available vendor solutions.
Areas covered include an overview of pitch book and client presentation trends, current practices of CutterResearch member firms, an overview of the current vendor landscape, and practical advice for pitch book and client presentation system selection and implementation projects. Reviews of systems that support the creation and management pitch books and client presentations include Assentis Technologies SolPresent, Assette, Seismic, SimCorp Coric, SS&C Technologies Vision FI, Synthesis Technology FlightDeck, and Xinn. Overviews of FactSet Vermilion V:Pitch and Perivan Technology RightSlide are also included.
This report contains the results of Cutter Associates research into member practices and technologies for reconciliation. It also provides detailed evaluations of standalone reconciliation solutions.
Areas covered include industry trends and current practices of CutterResearch member firms. It also includes an overview of the current vendor landscape, and an overview of the standalone reconciliation solutions available to buy-side. Reviews of systems include Broadridge Reconciliation, Duco Cube, FIS IntelliMatch, Fiserv Accurate Reconciliation, Fiserv Frontier Reconciliation, Gresham Clareti Transaction Control (CTC), Indus Valley Partners IVPRecon, SmartStream TLM RP, and SS&C Recon.