Anna Schneider
Senior Research Analyst
Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.
Recent research assignments and publications include the following:
- Wealth Management in Asia
- Mobile Apps for Wealth Management Benchmarking
- Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
- I, Advisor: Implementing AI Throughout the Client Journey
- Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers
Explore the functional highlights of different types of communication technology like analytics and messenger aggregation, see how others in the industry leverage these new technologies and get an overview of the specific vendor landscapes.
This report examines innovations in client communication — namely, the channels advisors use to contact clients and vice versa. From how analytics can help advisors more efficiently prepare for client meetings to how high-volume advisors can use tools like messenger aggregation to scale up personalized communication, this report explores the functional highlights of different types of communication technology, offers insights into how others in the industry leverage these new technologies, and provides an overview of the vendor landscape related to each. Cutter members have access to the full report and related content.