CutterCast: Client Onboarding: Challenges and Best Practices
Apr 30 Thu · 2020 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

Automation is critical to efficient onboarding of asset and wealth management clients. This CutterCast explores member best practices for gathering client data and artifacts, determining suitability, completing documents, originating accounts, and transitioning assets.

Speakers

Cutter

Dru Holmquist

Senior Director, Cutter Consulting

Gina McCafferty

Principal – Head of Research

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing
Guests

Nakisha Davis

Vice President, Nuveen

David Lower, CAIA

Managing Director, Nuveen

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