CutterCast: CutterBenchmarking Client Onboarding Survey Results
Oct 28 Thu · 2021 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

In this CutterCast, we share key trends and takeaways from our Asset and Wealth Management Client Onboarding survey. The survey focuses on how firms structure roles, gather client data and artifacts, complete AML/KYC and client suitability, complete legal agreements, originate accounts, and use technology for onboarding. Listen to learn about peer perspectives and best practices for onboarding.

Speakers

Cutter

Gina McCafferty

Principal – Head of Research

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing

Philip Orlando, CFA

Director

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