Many investment firms have started using the cloud to support their systems. In this CutterCast, a panel of members discuss the benefits and issues associated with moving to the cloud, including how they managed the migration and their goals, lessons learned, skills needed, and ongoing challenges.
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IT/Technology
Aug 19, 2025
Catching the AI Wave pt. 1: Finding Your Place in the AI Landscape
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AI is reshaping the investment management landscape, and firms are engaging with it at vastly different speeds. Whether your organization is just starting to explore AI or actively experimenting, understanding your maturity and identifying a path forward is key.
This first part introduces a four-phase AI adoption model—Curious, Experimenter, Adopter, and Powered—then lays the groundwork for action. It explains what AI agents are, how they work in the context of investment operations, and where they're already delivering value. Through practical scenarios and real-world examples, it offers a clear framework for teams looking to move from ideas to informed next steps.
Oct 21, 2024
Vendor View: Unlocking Operational Efficiency - Incremental Innovation for Wealth & Asset Managers
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In the wealth and asset management industry, staying competitive requires more than just cutting-edge technology; it demands smart, actionable innovation that enhances existing processes. While technologies like AI and blockchain grab headlines, many firms struggle to adopt them due to legacy systems and data silos. This webinar focuses on the power of incremental innovation—small, meaningful tweaks to workflows and processes that yield significant operational efficiency and improved client experiences without the need for a massive overhaul.
Join us to learn how wealth and asset managers are implementing incremental changes to drive transformation and gain competitive advantage. We'll discuss real-world use cases where firms have improved information gathering, onboarding processes, and client service requests, all through manageable, scalable innovations.
Key Takeaways:
How small, technology-driven changes can significantly enhance client servicing and reduce manual errors.Practical examples of incremental innovation, such as the automation of client onboarding and form digitization.Strategies for identifying areas ripe for innovation within legacy systems.How to integrate incremental innovations without disrupting ongoing operations.
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