November 16, 2017
In October and November, more than 200 technology and operations professionals from the investment management world attended CutterResearch events. Held in New York, London and Boston, the events allowed CutterResearch members to hear Cutter's latest research on reconciliation solutions, pitch book and client presentation systems, and automating business processes. In London, attendees also learned how to comply with the new GDPR rule coming into to effect in 2018 from Jocelyn Paulley (Gowling WLG) and James Tedman (ACA Aponix).
“Since our member firms select the topics they want us to research, the meetings typically attract a broad range of attendees. But at these meetings, there was a consistent focus on automation”, said Mary Storrs, Director of CutterResearch. “Automating business processes is critical as firms continue to feel cost pressures. They continue to look for efficiencies and ways to eliminate manual processes, so our presentations on automation technologies as well as the tools that can be used in the reconciliation process were on point.”
In addition to the CutterResearch attendees, 22 industry vendors exhibited at the events and had opportunities to highlight their latest products and connect with CutterResearch members. As one attendee noted, “These meetings are a great opportunity to learn about what peers are doing, what vendors are offering, and network with people we would not otherwise have the opportunity to meet.”
The next round of CutterResearch in-person events will be held in May and June of 2018 in New York, London, Sydney, and Los Angeles.
About Cutter Associates, LLC
Cutter Associates, LLC serves the operational and technology needs of the global asset management industry, providing clients the tools and services they need to be successful. By leveraging multi-faceted expertise and an unrivaled knowledgebase, Cutter Associates provides clients truly independent research, exclusive member-only events, custom operations benchmarking, and a global consultancy for strategic advice on and delivery of operational and technology excellence. Cutter Associates works with the world’s leading asset managers, providers and servicers. Headquartered in Hingham, MA, Cutter Associates has subsidiaries in Canada and the UK, and is on the web at http://www.cutterassociates.com.
CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains 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").