I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com TRANSFORM THE DISTRIBUTION PROCESS A firm managing diverse investments for clients around the world realized they needed to improve the quality of the sales experience for prospects, clients, and investment consultants. They knew the project would require overhauling many business functions supporting the client cycle, including performance measurement and attribution, relationship management, institutional sales, consultant relations, product development, risk management, and marketing. The firm asked Cutter Associates to assess their client facing strategy and to oversee the design of a client/ product data architec

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