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Industry Analyst Insight: Cindy Sealey from Cutter Associates

The client lifecycle for asset and wealth managers.

“It’s all around portals, it’s all around arming the advisor or the institutional client service person with the data to answer your questions quickly and timely. A lot of the fintech is really, again, more frequent data and easier to view methods for people to consume.” Cindy Sealey, Principal, Cutter Associates