Event
Virtual
This event has concluded
Event Summary
Artificial Intelligence (AI) is poised to change processes we now take for granted in the financial services industry, and in wealth management specifically. In this webcast, we share highlights of our research on current trends in AI and practical use cases illustrating best practice implementations in wealth management.
Speakers
Cutter
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Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Anna Schneider
Senior Research Analyst
Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.
Recent research assignments and publications include the following:
- Wealth Management in Asia
- Mobile Apps for Wealth Management Benchmarking
- Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
- I, Advisor: Implementing AI Throughout the Client Journey
- Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers