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

Virtual

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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.

Speakers

Cutter

Philip Orlando, CFA

Director

Cindy Sealey, CFA

Principal – Client-Facing and Wealth

Mary Storrs

Principal – Head of Strategy
Guests

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.