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.
Cutter Wealth's mission is to help wealth managers make smart decisions about technology and operations in an everchanging industry landscape.
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.
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.
We provide an overview of Robo-Advisor solutions available, and describe their impact on client experience, process changes, and automation within wealth management.
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.