Our Expertise

Experience Matters

Successful execution of your most important initiatives require the right resources to get the job done.  For over 25 years, Citisoft consultants have worked with managment teams at several of the world's leading global asset managers, service providers, and technology vendors to tackle the most complex issues facing their organization.  Citisoft's consultants have, on average, over 15 years of industry experience and many have held prominent roles within these firms dealing directly with the issues for which they now advise.
   
Citisoft has led an array of projects centered around various investment products spanning across the Front, Middle, and Back Office domains.  Our team of consultants adhere to a project methodology designed to ensure the highest standards of strategic analysis and execution in order to promote positive change for our clients.
 
Our expertise is inclusive of the following:
 

Managing Vendor Risk: What Should You Be Doing?

While the investment management marketplace has been transformed by drivers including globalization and mergers & acquisitions, vendor firms have also been going through a period of transformation. How closely does the vendor you engaged with resemble the vendor you so carefully vetted and selected two, five or ten years ago?  

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Corporate Intelligence

Outsourcing: Risk Mitigation, Exits and Expectations

It is clear that investment management firms will need to employ a much more sophisticated and detailed approach to outsourcing provider selection and due diligence based on rece

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Industry Perspective on HF Administration Shadow

“Having a redundant back-up at Northern Trust gives [Bridgewater Associates] flexibility in terms of servicing with BNY Mellon,” he says. “You’re going to keep a service provider very motivated, and you’re going to keep them operationally efficient by keeping costs down.”

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