The marketing world continues to change. The newest disruption, generative AI, will forever change how marketers connect with audiences. Our recent survey inquired about how firms are using generative AI and asked many other questions. In this CutterCast, we share key trends and takeaways from our Asset Management Marketing Benchmarking survey with a focus on strategy, content, channels, and operations. Since this is the third Marketing Benchmarking survey, we are able to reflect on how industry marketing has adapted over the last 5+ years.
Video
Feb 15, 2024
CutterCast: Marketing Benchmarking Survey Results
Content
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Additional insights on
Distribution
Dec 09, 2024
Client Portal Solutions
Report
In this research, we discuss how a well-designed client portal can benefit asset managers and their end clients, in addition to members' current state and challenges with their portals. We explain various client portal capabilities, the types of portal vendors, and evaluate the vendor solutions.
Dec 18, 2024
Client Presentation Tool Implementation
Case Study
See how Cutter helped an investment advisor conduct a vendor search and selection and then complete the implementation for a system to streamline marketing and client presentation workflows.
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