A US investment manager received notice that their parent organization, a global investment manager, would be discontinuing many of the services it had been providing to its multiple affiliates. The affiliate investment manager needed to quickly evaluate its investment systems strategy and come up with a plan to replace the services that were going away.

With the imminent retirement of their existing Enterprise Data Management (EDM) platform, our client recognized an opportunity to assess their data environment.

With an initiative to move  assets from external to internal management, our Public Fund client wanted to be sure they were ready to support the switch.

As part of a growth plan and with a commitment to insourcing investment activity, our superannuation fund client was re-considering its operating model.

Having completed several acquisitions, our client wanted to consolidate their multiple asset management boutiques into a single, global asset management organization.

With multiple boutique managers, our client sought to to consolidate the client communications operating platform to one unified framework.

With a global client base, global product offerings, and a broad range of client profiles, our client was grappling with multiple reporting pressures, including growing regulatory demands, a need to standardize reports, and increased needs for custom formatted data for third parties and consultants.

To prepare for growth, our client needed to enhance their data management framework.

With our client's needs firmly at the fore, our implementation experts worked across application and business teams, defining new business processes, and helping vendors integrate with unfamiliar products.

A Fortune 500 financial services provider needed help building a business case for designing and implementing a multi-year strategy to improve their operational model.

Having completed a recent acquisition, our client wanted to consolidate their data management systems and processes and be ready to support the combined organization.

When the proprietary system is no longer meeting the business needs, we can guide you to the best replacement.

Concerned that their operating model and supporting systems were outdated, our client sought a strategic review.

Recognizing gaps and risks in their current infrastructure, our clients sought help to rebuild their operations framework

With a need for a flexible CRM to support the business globally, our client sought our expertise.

When multiple software applications are used to manage processes, we can design a more efficient and achievable, optimized target state software architecture.

Recognizing a need to improve the overall experience for prospects, clients, and consultants, this investment manager sought out Cutter Associates' expertise to enhance their sales and client service process.

Our public fund client wanted to better understand their business metrics so they asked Cutter Associates for a customized benchmarking study including an independent assessment of the adequacy of IT and Operations resource levels to meet investment objectives.