CutterCast: Salesforce Asset & Wealth Management Usage
Jan 28 Thu · 2021 10:30am - 11:30am EDT
Where:

Virtual

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Event Summary

Salesforce is a widely adopted tool within asset and wealth management firms. In this discussion, we examine the specific functionality firms are leveraging, which use cases they are trying to solve for, and what tips they have for success.

Speakers

Cutter

Gina McCafferty

Principal – Head of Research

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing

Dru Holmquist

Senior Director, Cutter Consulting
Guests

Gregory Skoge

Marketing, Sales, Reporting, and Distribution Technology Manager, Thrivent Asset Management

Tom Woodson

Senior Technology Manager, NISA Investment Advisors, LLC

Jo-Ann DiSantis

Director of Technology, PGIM Fixed Income

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