Best Practices in Self-Service Data Analytics

Jason Inzer

Senior Director

Jason Inzer has over 20 years of experience managing data, analytics, and technology at leading investment firms. He has worked directly in the front office throughout his career, specializing in data management and data analytics for front-office applications. Jason has successfully led multiple data and digital transformation projects for large organizations and has helped firms develop a data-driven culture to optimize business processes and create new sources of value. He has a strong technical background, with in-depth knowledge of modern data platforms and tools. Prior to joining Cutter, Jason spent five years as Chief Data and Technology Officer for Sustainable Insight, an environmental, social, and governance (ESG) asset management firm, and 15 years at Deutsche Bank in roles that included Global Head of Data and Analytics of Deutsche Bank equity research and Head of Research Analytics at DWS Investments. Jason holds a bachelor of arts from The Ohio State University and a master of science in business analytics (MSBA) from NYU Stern School of Business.

Neil Sheehan

Research Analyst

Neil Sheehan brings more than seven years of experience in the financial services industry to his Research Analyst’s role at Cutter Associates. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a global research and advisory firm focused on technology for financial institutions. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements. Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman. Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.

Neil’s areas of expertise include the following:

• Experience working in US financial services and fintech product development, supporting back- and middle-office functions
• Strong research focus in BPO, RPA, intelligent automation, client experience, investment operations, financial planning, and portfolio construction
• Work featured in trade publications, such as Investment News, Financial Planning, Wealth Management.com, and Business Insider

Jan 10, 2023

One commonality for firms exploring Modern Data Platforms and Next Generation Data Pipelines is the opportunity to leverage self-service analytics. In this infographic, we take a look at opportunities to pursue, challenges to consider, and 12 best practices to help your firm successfully make the transition to self-service analytics.