I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com OPTIMIZE MY DATA MANAGEMENT PROCESSES A diversified US financial services company, providing services for financial planning, wealth management, asset management, insurance, annuities, and estate planning, had acquired the fixed income and equity businesses of another organization. Both the acquiring and acquired businesses had invested in updated data management systems and processes, but the buyer felt the systems needed to be enhanced and integrated to support the requirements of the combined organization. The firm asked Cutter Associates for help developing a plan to integrate the separate data management environm

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