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


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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

Senior Director, Consulting

Neil Sheehan

Senior Consultant

Jim Haymes, CFA

Head of Client Service, Polen Capital

Chris Mokos

Managing Director and Global Head of Client Onboarding and Investor Relations, Barings Asset Management

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