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 Manager partnered with Citisoft to manage the conversion of their distributed fund complex onto a single platform, gaining efficiency, reducing cost, and reducing complexity as a result. Citisoft assisted the client in migrating funds from their proprietary fund accounting system onto their selected outsourcing provider’s solution.
Citisoft was engaged by the Investment Management arm of a mid-sized global re-insurance organization to manage the evaluation and selection process of a service provider to render performance measurement services for the firm's investment portfolios. Upon selection of the preferred provider, the client engaged Citisoft to manage the global transition and transformation process through completion.
A Global Private Bank selected Citisoft to facilitate the Evaluation and Selection of a multi-currency order management, trading, and compliance application to support their equity and fixed-income processes. The Citisoft team was responsible for current and future state assessments, the creation and execution of a complete RFP effort, and the selection and recommendation of a new OMS system.
Citisoft developed a global implementation strategy for a multi-site Order Management System roll-out for a leading global investment management firm. The client looked to Citisoft to assist with the go-forward plan to bring new Portfolio Management, Trading, and Compliance capability to it's business partners; alogn with the full decommissioning of the existing order management system. Citisoft was engaged at multiple levels during the implementation, including providing program management and implementation resources for the multi-phased installation of the Charles River IMS platform.
Citisoft was engaged by the Investment Management division of a large global bank to implement a leading compliance application to support the bank's complex requirements. Citisoft was responsible for a broad set of program management and transition activities including the creation of business process maps, coupled with the development and testing of customer, regulatory, and client guidelines.
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.
A leading Alternative Investments Manager engaged Citisoft to conduct an enterprise-wide assessment of its operations and technology infrastructure across all lines of business. Citisoft followed its proven Strategic Assessment methodology and developed recommendations for both tactical and strategic enhancement opportunities to its current applications (Technology), operations (Processes) and organization (Business). Citisoft developed a 4 year roadmap to achieve the envisioned future state and was retained to lead the evaluation and selection of critical Investment Accounting and Reporting applications.
Citisoft was engaged to manage, advise, and execute a strategic redesign of a leading Global Asset Manager's front, middle and back office functions. Citisoft provided deep technology and operations expertise and managed the selection, proof of concept, and conversion to a strategic outsourcing provider for the business unit’s full middle and back office functions in additon to assisting with the upgrade and integration of a new order management system.
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.