CutterCast: CutterBenchmarking Client Reporting Survey Results
Jun 23 Thu · 2022 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 Management Client Reporting survey. The survey focuses on how firms structure roles, gather data, build and run templates, distribute reports, and leverage workflow. Listen to learn about peer perspectives and best practices for client reporting.

Speakers

Cutter

Dru Holmquist

Senior Director, Cutter Consulting

Gina McCafferty

Principal – Head of Research

Cindy Castellano, CFA

Principal – Client-Facing and Wealth

Neil Sheehan

Research Analyst

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