I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com DELIVER CLIENT REPORTS EFFICIENTLY The investment management division of one of the world’s largest financial organizations was grappling with their client reporting process. With a global client base, global product offerings, and a broad range of client profiles, the firm needed help managing increasing requirements to conform to regulations, standardize reports for both core products and more complex mandates, and supply custom formatted data to third parties and consultants. The organization asked Cutter Associates to help them understand their ideal target state and determine which solutions could best solve the

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