Cutter Wealth Meeting
Nov 14 Thu · 2019 8:30am - 5:00pm EST

In Person - New York
Convene at 101 Greenwich, New York, NY 10006

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Event Summary

Join us and your peers for expert insight into the latest industry challenges, based on new research findings including:

Implementing AI Throughout the Client Journey – Artificial Intelligence (AI) is everywhere – from debates over employment ethics to self-driving cars. Practical AI applications are finding their way into the wealth management lifecycle, from personalized targeting and “smarter”, data-driven KYC checks to optimizing portfolio allocation and client communications. We will discuss the trends in AI and big data that supports it, adoption for wealth management products and service, best practice implementations, and an overview of the vendor landscape.

Reg Tech Solutions for KYC – Regtech has emerged, offering new technology solutions that harness the power of automation and, in some cases, artificial intelligence to improve compliance and reduce costs. We will explore the relationship between KYC and anti-money laundering requirements, and how wealth managers have traditionally met these obligations. We will also cover recent regulatory and reputational pressures on wealth managers, regtech’s role in strengthening KYC processes, and best practices in vendor selection and adoption.

Portfolio Management Solutions – Portfolio management remains the core function at the heart of the wealth management value proposition, but the complexity of it and vast array of data attached make it an area where digital technology and, specifically, automation can offer big payoffs. Vendors are adding so many features to differentiate themselves that it can be difficult to distinguish which solution is right for you. We will explore the most innovative software solutions – especially those focused on providing extra benefits for wealth managers.

Who Should Attend

Our exclusive event gives you the opportunity to connect and share best practices with your peers from leading wealth management firms as well as Cutter analysts, colleagues and vendors. This event is designed specifically for operations and technology professionals from the wealth management industry.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Investment Operations and Technology Managers




Dru Holmquist

Consulting Principal - Distribution and Client Operations

Jason Inzer

Senior Director, Consulting

Onawa Promise Lacewell, PhD

Director, Consulting

Gina McCafferty

Principal – Head of Research

Anna Schneider

Senior Research Analyst

Cindy Castellano, CFA


Boris Bykhovsky

Vice President of the Solutions Management & Consulting, SS&C Advent

Stephen Epstein

Chief Marketing Officer, Kasisto

Purti Mehra

Marketing Manager North America, Appway

Jerry Michael

President and Co-founder, Smartleaf

Mayank Sharma, PhD

Vice President, Head of Data Science, Raymond James

Event Exhibitors


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