CutterCast: State of CAP Data
Aug 20 Thu · 2020 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

As asset managers try to more fully automate distribution, marketing, and client service functions, they have found the need to manage their client, account, and product (CAP) data to a greater extent. This CutterCast examines how firms are modeling, storing, and governing CAP data.

Speakers

Cutter

Cindy Sealey, CFA

Principal – Client-Facing and Wealth

Dru Holmquist

Senior Director, Cutter Consulting

Gina McCafferty

Principal – Head of Research
Guests

Mark Fine

Head of Application Development / Chief Architect, Hartford Funds

Mark Elliott

Data Steward Manager, American Century Investments

John McKee, Ph.D.

Client Insights and Analysis, American Century Investments

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