Outsourcing Evaluation & Selection
Systems Strategy & Selection
Program & Project Management
Systems Implementation & Integration
Our Vendor Relationships
Benefits and Culture
Submit an Inquiry
Dive deep into the trends, technologies, and practices transforming asset management
Technology and Innovation
Compliance and Regulation
Vendors and Service Providers
Asset Owner Transformation: Key Survey Findings
In September and October 2021, the Value Exchange launched an industry-wide benchmarking campaign to map out the case and path for change amongst ...
Outlook 2022: Embarking on a Journey of Unprecedented Operational Change
Last year, we observed an unprecedented number of asset managers launch new transformation initiatives. In Outlook 2022, we discuss the trends that ...
Outlook 2021: Accelerating Strategic Initiatives in Asset Management
Each year, we think collectively about the trends that we believe will shape the year ahead for our clients and the industry. Usually, these trends ...
Outlook 2020: A New Frontier in Asset Management Operations
In 2019, game-changing acquisitions and partnerships were forged across the asset management industry. The convergence of software and services along ...
Outlook 2019: The Trek Toward Transformation
Outlook 2019 provides detailed insights into what Citisoft predicts this year will bring for asset management technology and operations including our ...
Innovate or Stagnate: Digitalization in Investment Management
For decades, investment managers have been digitizing information and processes, but we have only recently moved into a new era where firms are ...
Moving from client reporting to client communications
Reporting functions at most investment managers continue to under-deliver. Not only because they are failing to meet stipulated SLAs or reporting ...
2018 Outlook: Setting the Stage for Transformation
Last year’s outlook highlighted a period of remarkable change and buzz in asset management. As the din quiets, we’re stepping into a new era, and ...
Steve Young Discusses Client Communication Differentiators
Citisoft’s Steve Young recently penned an article on the increasing needs in client communications and reporting for SimCorp’s Journal of Applied IT ...
Read industry news
Get regular updates
© 2022 Citisoft. All Rights Reserved.