A leading outsourcing service provider was building a strategic platform to support investment operations, migrating existing clients operations to this platform from legacy systems and implementing new clients' operations directly onto this strategic platform. A team of Citisoft consultants were engaged as business analysts in trade processing, pricing, performance, client reporting, and data management workstreams to aid the development of the platform and migrate clients on to it .
A leading Investment Adviser engaged Citisoft to conduct a strategic assessment of their operating model. The goal was to transform and re-align operations to support the growth of Institutional, High-Net Worth and Retail opportunities globally and to establish an operating platform which mitigates risk, improves service, provides scalability and flexibility, and support region growth. Citisoft created a strategic roadmap that outlined recommended changes to the firm's people, process, and technology.
A large, Global Asset Manager engaged Citisoft to perform a strategic review of their middle and back office operations and technology. Citisoft worked with the client to understand the business drivers for their business, assess the manager's current operations capabilities, and conduct a detailed evaluation to determine if middle office outsourcing would be a viable option for the business. As a result of the engagement, the client decided to retain primary responsibility for it's operations but make investments in key technologies including new performance and client communications platforms.
Citisoft has successfully managed the migration and transformation of new investment management clients onto a leading Asset Servicing firm's middle office outsourcing platform. Over the course of many migrations, Citisoft has become one of the service provider's key consulting partners and have played a number of high-profile program management and solution design roles including overall program management, business executive, business analysis, testing, and migration leads.
A leading Asset Servicing firm engaged Citisoft to manage the process for evaluating and identifying third-party applications most capable of satisfying its outsourcing clients’ institutional client communications requirements. Citisoft managed the vendor identification, RPF production, evaluation, and the ultimate selection process for a critical technology component of the firm's offering. Citisoft was also retained to manage the implementation of the end solution, Equipos’s Coric client communications platform. Citisoft was responsible for all technical and operational aspects of the global implementation including infrastructure, data integration, report development, testing, parallel production, and go-live.
Citisoft assisted a leading global Asset Manager with all aspects of the delivery of a Global Client Communications Repository. Citisoft's involvement included the working with the client on the initial vision, business analysis, technical design, and testing of the final solution. As a result of the global-scale effort, our client achieved significant business benefit including increased report automation, operational efficiency, lower costs of production, and improved data integrity.
A premier global Asset Manager sought to shift their client communication’s business model to focus more on intermediary and institutional channels, requiring a significant upgrade to their institutional client communications platform. Our firm, a leader in the client communications field, was engaged to perform a strategic review of the firm's client communications model and develop a roadmap to achieve the desired future state. Using Citisoft's proven Strategic Assessment Methodology, Citisoft assessed, the firm's existing capabilities and developed a strategic vision to drive towards.
Citisoft was engaged by a leading Investment Manager to conduct a detailed Client Communications Strategy in support of the firm's long-range business goals. The detailed assessment identified key challenges and risks associated with the current resource, process, and technology components of the firm's client communications reporting function and recommended technical and operational improvements to better enable the business' vision.
Citisoft partnered with a Leading Global Asset Manager to develop the design, vision, and objectives for a new data repository within the client reporting platform. This new repository would be the primary source of structured data for all communications released on the platform. Citisoft performed an in depth review of the current state of the client communication technology and processes, and proposed a future state design.