CutterCast: Automating Pitch Books & Client Presentations
Dec 19 Thu · 2019 10:30am - 11:30am EST


Share This Event
This event has concluded
On This Page

Event Summary

Sharing information through presentations has always been important in sales and client service roles at asset management firms. Members have been working on automating updates to presentation materials, leveraging common slides across multiple presentations, improving compliance and brand adherence, and enabling story telling through customization. In this CutterCast, members share how they are automating production of pitch books and client account review presentations.



Philip Orlando, CFA

Senior Director, Consulting

Cindy Castellano, CFA


Mary Storrs

Principal – Head of Business Delivery

Lauren Champ

Vice President, Client & Product Marketing Initiatives, Nuveen

Carly McClary

Digital Marketing Specialist, Aegon Asset Management

Margie Pilovetzky

Managing Director, Digital Marketing Product Manager, Nuveen

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