Citisoft @Citisoft

Consultants dedicated to the investment management industry. citisoft.com Boston, London Joined June 2009

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Citisoft @Citisoft

3 months ago

As investment management evolves, so must data strategies. Our latest article explores the shift from rigid data onboarding and sharing practices to a more agile, collaborative, and well-governed approach. Learn more: bit.ly/4jxnJn7 #AssetManagement #DataStrategy

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Citisoft @Citisoft

3 months ago

Throughout May, Citisoft employees across the United States, Canada, and the United Kingdom joined together to fight food insecurity in our communities. Learn more about the exceptional organizations that we supported and how you can get involved: bit.ly/3SoPX8k

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Citisoft @Citisoft

4 months ago

If you're an alternative fund, wealth manager, or small investment manager, outsourced trading may offer a compelling path forward. Read our latest blog to learn more: bit.ly/4diPQoj #AssetManagement #OutsourcedTrading #InvestmentOperations #CitisoftInsights

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Citisoft @Citisoft

6 months ago

Operations teams are under pressure to do more with less. The firms that succeed won’t just deliver; they’ll enable—turning operations into a source of competitive advantage. Read more today: bit.ly/3DhOEnK

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Citisoft @Citisoft

7 months ago

AI’s biggest hurdle in investment management? It’s not the tech. As we explore in this year's Outlook, the firms that succeed with AI won’t be the ones chasing hype—but those who have invested in strong data governance. Read more: bit.ly/3X3QZt6

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Citisoft @Citisoft

7 months ago

Is data *really* worth the hype? Absolutely—but only with the right strategy. In our latest blog, we explore break down why data initiatives often fall short and outline four key pillars to getting your data strategy back on track. Read more today: bit.ly/3QalkT7

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Citisoft @Citisoft

7 months ago

The industry's pursuit of a total portfolio view is at a turning point, but success depends on more than just technology. Read insights from our Investments practice in our Outlook for 2025: bit.ly/4jTpCMi #InvestmentManagement #TotalPortfolioView

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Citisoft @Citisoft

7 months ago

Our team in EMEA is thrilled to be supporting @AngliaRuskin’s International Business Strategy module this term! This week, we ran sessions introducing Citisoft and delivering a crash course on financial markets and the transformative role we play in the industry.

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Citisoft @Citisoft

7 months ago

Another year, another round of regulatory pressures for UK asset managers. How can firms stay ahead while ensuring robust controls? Our latest blog unpacks key 2025 regulatory shifts, and what mid-sized managers can do to navigate evolving frameworks. bit.ly/4gj2Oma

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Citisoft @Citisoft

7 months ago

Are you ready for the demands of tomorrow's investors? To meet the needs of an experience-driven generation of investors, firms must rethink their operating models. Balancing immediate challenges with long-term innovation is critical. Read more ➡️ bit.ly/3CCKkir

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Citisoft @Citisoft

10 months ago

With >80% of annual budgets locked in BAU, the competition for discretionary spend is fierce—and many projects fail to get off the ground due to weak business cases. Our latest blog explores two strategies to help yours stand out. Read more: bit.ly/4f3bBbN

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Citisoft @Citisoft

11 months ago

The Snowflake breach affecting 150+ clients, an incident likely to cost companies millions. But the issue wasn’t the tech, it was poor data practices. Discover how we can aid asset managers secure and govern their data properly in our latest blog. bit.ly/4f7SU6t

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Citisoft @Citisoft

11 months ago

Could emerging technologies like #AI and #tokenisation bring dramatic change to the middle office? In our latest blog, Chris Mills explores the potential these innovations offer as asset managers seek responses for advancing client demands: bit.ly/489ll1T

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Citisoft @Citisoft

a year ago

Demand grows for diversified, resilient portfolios leading firms to expand multi-asset offerings. How can your firm navigate complexity and hit the mark? Read our latest blog for key insights. bit.ly/4dXHQsq

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Citisoft @Citisoft

a year ago

Why do we still rely on multiple back-office books of record in an industry where accuracy is key? With #tokenisation, could we shift to a single, immutable source of truth? Explore the future of ABOR and its impact on fund management in our latest blog. bit.ly/3z90rTb

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Citisoft @Citisoft

a year ago

In partnership with @YG_Boston, we are excited to announce our 2024 Citisoft Scholar and four-year scholarship recipient, Jakhi Sanders! Learn more about Jakhi and the Citisoft Scholars program here: bit.ly/3yKlkUQ

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Citisoft @Citisoft

a year ago

The quest for talent is more critical than ever. Our latest blog explores the enduring challenge of finding skilled resources to drive innovation. Discover why playing the long game in talent management matters. bit.ly/4fszLNt #TalentManagement

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Citisoft @Citisoft

a year ago

For all the headlines on generational change, few dive into how shifting preferences are changing investment management. In our latest blog, industry leader John Clark dives into three trends that are re-shaping our industry’s trajectory. Read more: bit.ly/3LexibK

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Citisoft @Citisoft

a year ago

Learn how a leading wealth and investment manager with £106B in AUM successfully launched their Managed Portfolio Service (MPS) across third-party platforms with Citisoft’s expertise. Unlock the full story on our website: bit.ly/3Vr45Pk

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Citisoft @Citisoft

a year ago

Private market investments have steadily gained traction over recent years, however, the data challenges they bring can be overwhelming. How do you keep up? Find out in today's blog: citisoft.com/insights/blog/…