CutterCast: Automation of Client Acquisition for Wealth Management
Mar 18 Thu · 2021 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

This CutterCast explores common applications for automation in wealth managers’ client acquisition processes and examines key challenges to implementation.

Marketing automation and smart prospecting tools increase advisor efficiency in prospecting and yield more effective marketing campaigns. Despite the potential benefits, automating these processes is far from straightforward. This CutterCast explores common applications for automation in wealth managers’ client acquisition processes and examines key challenges to implementation.

Speakers

Cutter

Gina McCafferty

Principal – Head of Research

Onawa Promise Lacewell, PhD

Senior Research Analyst and Wealth Lead

John Refford

Director

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.