2023 Marketing Survey

Today’s marketers are working to transform their communication strategies to make better use of marketing channels (e.g., web, email, social media, apps) to meet the changing communication preferences of advisors, consultants, investors, and shareholders. They’re focusing efforts on content marketing, lead generation, personalization, segmentation, analytics, marketing automation, and alignment with sales strategies and activities … all with the goal of driving asset growth.

Cutter Associates provides firms with insights, strategies, and implementation expertise to help them navigate the people, processes, technology, and data management challenges associated with making the transformational changes needed to compete in today’s market. This marketing benchmarking survey is for institutional, intermediary, retail, and wealth management firms.

Take the Cutter Benchmarking Survey to see where you stand.

The study explores your firm’s capabilities within the following key categories:

Marketing Strategy

Determining marketing objectives, brand perception, and intended customer experience.

Marketing Content

Creating and distributing content for all points in the buyer's lifecycle.

Marketing Channels

Digital and in-person efforts used by firms to impact the customer experience. Channels include a firm’s website, email, social media, and events.

Marketing Operations

Managing, tracking, and measuring marketing resources and activities, including marketing data management and technologies.

Find out where your firm’s marketing practices and processes stand. Request access to the survey now by completing the form at the bottom of this page.

What will you receive as a result of your participation?

Upon completion of the survey, all participants will receive a flash report that compares your firm’s marketing practices to Cutter’s capability model.

There is no charge to complete the survey and receive your flash report.

Cutter members that complete the survey will also receive a detailed and personalized report on how your firm compares to other firms in each of the capability areas.  

Non-members will have the option to purchase the full report. Want to learn more about becoming a member? Contact us at


Please contact Dasha Weidus at