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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 ...
Operations and Technology in a Post-Pandemic World
For many asset managers, the fallout from COVID-19 has pushed the operating model to its limits. Through the extraordinary market volatility in March ...
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 ...
Leaving a Legacy: A Framework for Identifying and Migrating from Legacy Systems
Are you operating on technology from the 1990s? Although many tech and ops professionals are aware of the risks that legacy technologies pose, what's ...
Practical Tips to Help Navigate the Middle Office Outsourcing Transition
As asset managers have increasingly come to realize the value in their organizations beyond portfolio management, the middle office has emerged as a ...
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