CutterCast: Leveraging CRM in Asset Management
Oct 31 Thu · 2019 10:30am - 11:30am EDT


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Event Summary

CRM tools, once used at asset management firms mainly by sales staff, are now commonly used by marketing and client service teams as well. This CutterCast explores how members are leveraging data and analytics to improve the client experience delivered by sales and client service teams, and how members are improving user adoption and data governance. We also examine the role of the CRM vs a Client Master, as well as practices for selecting a CRM platform and managing multiple client types.



Dru Holmquist

Consulting Principal - Distribution and Client Operations

Cindy Castellano, CFA


Mary Storrs

Principal – Head of Business Delivery

Jessica DeLeo

Vice President, Sales Enablement Tools, State Street Global Advisors

Kara Gilman, PMP

Senior Vice President, Business Analysis, Income Research + Management

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