The Role of CRM in Wealth Management Executive Summary

Neil Sheehan

Senior Consultant

Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. 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.

Please provide the following information to access this content. Already a member? Login

Dec 10, 2021

How your CRM system can give you a “360-degree customer view".

Most firms primarily use a client relationship management (CRM) system to manage their relationships and interactions with clients and prospects. However, the adaptability of a CRM system's underlying technology allows it to extend and accomplish other tasks and functionality ─ all aimed at deepening a firm's understanding of a client, known as the "360-degree customer view." This research examines the vendor landscape and addresses member challenges, best practices, and the technologies used to manage relationship data from the perspective of wealth management users. Our report includes detailed product assessments and summaries of more than a dozen vendors.

As a Cutter member, the full report and complete suite of related content is available to you. Use the key insights to brief your colleagues, get an overview from the executive summary, or read the full report.

Unlock this Content and More

Join our research membership! Gain access to over 400 documents, expert insights, market trends, and much more.

Learn More