Cutter Wealth Member Meeting NEW! VIRTUAL EVENT
Jun 9 Tue · 2020 11:00am - 2:45pm EDT


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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:

Mobile Apps for Wealth Management – Mobile apps are omnipresent, and financial institutions have been stepping up their game to offer innovative mobile technology tailored to individual customer needs. On the retail side, most customers use mobile banking on a regular basis. The situation in wealth management, however, is different. Wealth managers across the board are struggling with low mobile adoption. This report explores why wealth managers are lagging their retail peers through in-depth benchmarking of wealth management apps on the market, uncovering the gold standard for apps across regions, client segments, and user preferences.

Digital Education Tools for Financial Literacy – As clients become more involved in the management and transfer of their wealth, financial literacy has emerged as a focal point. Whether it’s HNWIs eager to ensure their children’s capacity to manage their inherited wealth or millennials’ unfamiliarity with financial concepts, clients across segments are demanding new tools to fill these knowledge gaps. This research focuses on how digital tools can assuage clients’ insecurities, deepen the client-advisor relationship, and increase client retention rates between generations.

Supporting the Family Office – Globally we’ve seen unprecedented growth in single family and multi-family offices over the past decade. How much is this increasing popularity a threat to the traditional wealth manager or private banker? Should existing wealth managers consider offering “family office lite” types of services to retain at-risk UHNW clients? In this report we try to unravel the complexities that the increased popularity of the family office presents to wealth managers and private banks.

Who Should Attend

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities and gives you the opportunity to connect and share best practices with your peers. This event is designed specifically for operations and technology professionals.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Investment Operations and Technology Managers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade




Onawa Promise Lacewell, PhD

Director, Consulting

John Clark

Executive Director

Gina McCafferty

Principal – Head of Research

Katrina Pirner

Senior Research Analyst

Anna Schneider

Senior Research Analyst

Russell Feldman

Chief Operating Officer, IMTC

Steve Leivent

Senior Vice President, SS&C Advent’s Advisory

Andrew Besheer

Head of North America, Appway

Event Exhibitors

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