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


Share This Event
This event has concluded
On This Page

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.



Gina McCafferty

Principal – Head of Research

Cindy Castellano, CFA


Dru Holmquist

Consulting Principal - Distribution

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.