CutterCast: Client Onboarding
Apr 20 Thu · 2023 10:30am - 11:30am EDT


Share This Event
On This Page

Event Summary

Account customization makes it difficult for institutional managers to embrace commercially available end-to-end solutions for client onboarding. Instead, firms often initially focus on "process." This starts with identifying onboarding tasks and dependencies, while setting up a communication cadence to ensure that stakeholders are kept in the loop throughout.

What else can you do to set yourself apart from other firms?

In this CutterCast, we cover industry challenges, best practices, and the role of automation in client onboarding.



Gina McCafferty

Principal – Head of Research

Philip Orlando, CFA


Neil Sheehan

Research Analyst

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