This replay provides insights into the status quo of digital onboarding in wealth management and a comparative assessment of vendors that supply onboarding solutions specific to wealth management.
Membership is Required to Access This Insight
Full access to all insights and their associated resources is reserved for Cutter members, with partial access granted for select content.
Member Login
Log in for full access.
Don’t have a login and your firm is a Cutter Research member? Create an account for full access.
Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.
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.
Feb 15, 2024
CutterCast: Marketing Benchmarking Survey Results
Video
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.
Log in to update your preferences and see more content like this.