The wealth management industry continues to go through unprecedented change. Key factors include regulation, fintech innovation, and generational wealth transfer. In addition, wealth managers are under pressure from increasing client demands coupled with their desire for low cost investment strategies. To remain successful, wealth management firms are focusing on delivering the right products while also providing a digital, client-centric experience.
Wealth managers know they need to respond rapidly and evolve effectively to meet emerging client demands for a high-touch, goal-oriented, digital experience, while remaining focused on their clients’ long-term financial and life objectives.
Through research and consulting, we help wealth managers make smarter decisions about technology and operations throughout the wealth management lifecycle.
For 20 years, Cutter Associates has delivered industry-leading research and consulting services to more than 200 of the world’s largest investment managers. Our clients rely on our best-in-class research methodology to make buying decisions, remain competitive, and deliver value to their own clients. Cutter Wealth will apply the same proven methodology to analyze technology, operational challenges, and industry trends, and deliver research with timely insights on topics members have identified as top priorities.
Our comprehensive research reports will provide vendor and technology evaluations, peer benchmarking, and industry perspectives. Our first research report will cover Client Communications.
Our research analysts follow a proven methodology to ensure relevant results based on consistent standards.
Member Interviews – we interview our member community of wealth managers to understand their real-world challenges and issues
Targeted Surveys – we develop member surveys designed to identify industry trends
Vendor RFIs – we issue detailed requests for information to vendors about their products and services
System Demonstrations – we host detailed system demonstrations by solution providers, tailored to the criteria most important to our members
Unbiased Viewpoints – no vendor ever “pays to play” in our research. Our views are not shared outside our member community, and our reports are always unbiased.
This report provides insights into the market and industry dynamics driving innovation in client communications. It also provides evaluations of vendors and software solutions helping wealth managers design, generate, manage, and distribute client communications in keeping with the digital revolution.
Digital technology now permeates our everyday lives, and high-net-worth investors expect it to assist them in their financial lives as well. Cutter Wealth share their insights and findings on how wealth firms are transforming their digital footprint for the future.
CutterResearch members share their experience with Robotic Process Automation (RPA) in their firms. We explore business use cases being supported and considered, and how organizations plan for and manage the bots.
CutterResearch members discuss how firms are supporting their clients’ requests for custom reports and access to data on their investments.
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.
This report contains the results of Cutter Associates research into Automating Business Processes, it includes an overview of what tasks member firms automate and how, as well as summary details of leading Business Process Management (BPM) and Robotic Process Automation (RPA) vendor products.
Principal, Head of Wealth Management Research Practice
Gina McCafferty has 30 years of experience in the financial services industry, and she is currently developing a new wealth management research product for Cutter Associates. Gina returned to Cutter in 2017, having served at the company from 1999 to 2011 as principal and managing director of CutterResearch, where she was instrumental in growing that business. Gina was most recently at Investit Ltd., where she served for six years as head of the company’s research service. She previously held senior positions at DST International, where she was responsible for their global accounting and performance measurement products, and at SunGard, where she served as vice president of Client Services for their securities trading products.
CutterResearch reports are the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. They contain information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").