Why I Joined Cutter Associates

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I’m excited to announce I have joined Cutter Associates as a Director in the Client Facing practice. As a consultant at Cutter Associates I will be helping Asset and Wealth Managers with their processes, systems, and data to achieve their business goals including servicing/retaining existing customers, attracting/converting prospects, and improving their client experience. After working with a single firm for 18 years I’m excited to take my expertise on the road and assist other firms with their marketing technology and digital strategies.

Who is Cutter Associates?

For almost 20 years Cutter Associates has been helping asset managers with strategy development, vendor selection and solution execution leveraging market insights and best practices.  Serving over 240 asset managers in the front/middle/back office as well as client facing areas, we have deep expertise in technology, operations, and systems.

Need assistance with digital?

Our client facing practice can help optimize your firm’s sales & distribution, marketing, product development, consultant relations, client service, and client reporting functions throughout the client lifecycle – from prospecting to closing the account. We can help you assess your current capabilities, develop future state operating models and architectures, design strategic road maps, perform vendor selections and assist in implementation.

Areas of Domain Expertise:

  • Marketing Automation
  • Sales Enablement
  • CRM
  • Web Portals
  • Pitch Book and Presentations
  • Client Reporting
  • Email Marketing
  • Client, Account and Product Data Management
  • Social Media


Connect with me on LinkedIn or send me an email at  jrefford@cutterassociates.com.

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