Transformation Partner for Top Five Global Asset Servicing Firm

Projects

Transformation Partner for Top Five Global Asset Servicing Firm

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.

Domain: 
MIDDLE AND BACK OFFICE / Trade Support / Performance and Analytics / Outsourcing / Administration and Accounting / Client Reporting / Investment Record Keeping / Custody / DATA AND REPORTING / Reporting and Business Intelligence
Service: 
DESIGN / Investment Systems Design / Operating Model Design / DELIVER / System provider Conversion

Related Content

  • Middle Office Outsourcing: Evaluating Suitability

    August 24th, 2011

    The middle office of an investment management firm lives at the intersection of the business, technology, and operations.  Functionally, its capabilities include processing front office trades, reporting on settled cash and positions from the back office, and other administrative functions.

  • Successful Project Delivery

    July 29th, 2009

    The stakes today are simply too high for those business or technology change initiatives that have secured funding to fail. In addition, Project Owners and Sponsors must continually demonstrate a clear-cut ability to deliver near-term financial ROI and stated business and/or technology objectives. Given these pressures, it is imperative that a framework for delivery success be established and maintained throughout the life of a project.