Today’s asset and wealth management client experience hinges on a digital transformation. You need to know your clients, anticipate their needs, and deliver what they want – when and how they want it. Personalization, simplification, and transparency are critical throughout the entire client lifecycle, and getting these elements right requires bringing people, processes, systems, and data together throughout the client journey.
It’s all about forging relationships. Salespeople need access to relevant data in order to have timely and tailored interactions with clients and leads. We know how to achieve this.
First impressions matter. We help you simplify and automate the onboarding process by using best practices to gather client data, determine suitability, set up accounts on systems, and more.
Clients and consultants increasingly expect timely data and greater detail in customized formats. How effectively are you managing the complexities of client reporting? See more below.
Online experiences must be relevant and suitable for all clients, prospects, and third parties ─ with seamless and intuitive navigation. Partner with us to stay ahead of the trends in digital experiences.
Are your client reporting templates optimized for your client’s needs? Client expectations continue to change, and so should your templates.
Through our Client Reporting Assessment service, we can review your content and layout and provide a custom assessment that highlights your strengths and weaknesses, as well as industry best practices.
Tailored Solutions
See how the Cutter team can address your marketing and distribution issues.
Cindy Castellano has over 30 years of experience in the investment management industry. She leads Cutter Associates’ Client-Facing and Wealth practices, advising asset and wealth management firms on their sales and distribution, marketing, product development, consultant relations, client service, and client reporting. Cindy has conducted system searches for CRM, marketing automation, portals, pitchbooks/client presentation, content management, client reporting, client onboarding, and RFP systems. Prior to joining Cutter, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); and fixed income performance, attribution, and risk reporting. As Vice President and Head of Equities, Cindy led the firm’s investment team and supervised equity trading activities.
Cindy also spent 10 years as a Senior Portfolio Manager and Research Analyst, managing over USD 500 million in AUM for mutual funds and VITs using social awareness (ESG), large cap growth, and mid-cap growth investment strategies. She developed the investment process, directed research analysts’ day-to-day efforts, and created the firm’s social criteria and proxy voting guidelines. Cindy, a Chartered Financial Analyst, holds a bachelor’s of business administration from Washburn University.
John Refford joined Cutter Associates in 2018 as a consultant in the client-facing practice. John brings deep expertise in digital marketing technology within the financial services industry. Prior to joining Cutter, John spent 20 years at Natixis Investment Managers, most recently as Senior Vice President, Marketing Technology. There, John led the effort to digitize and modernize the firm’s marketing strategy by launching new digital capabilities and marketing channels. He pioneered the firm’s social media and lead generation programs focused on building brand awareness and driving advisor engagement. Prior to joining marketing at Natixis, John spent 12 years in IT, where he was responsible for the firm’s system, network, and security for global offices. John was a member of the Investment Management Education Alliance and served as a Digital Council board member from 2015 to 2017. A recognized leader in digital strategies, John has presented numerous times at industry events on digital marketing topics. He holds a bachelor of science in computer science from Fitchburg State College, a graduate certificate in technology management from Worcester Polytechnic Institute, and an MBA from Babson College.
