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Citisoft

@Citisoft

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Following
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Consultants dedicated to the investment management industry.

Boston, London
Joined June 2009
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@Citisoft
Citisoft
7 months
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: https://t.co/oNmvfWkGv3 #AssetManagement #DataStrategy
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@Citisoft
Citisoft
7 months
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: https://t.co/WSJOAaS651
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@Citisoft
Citisoft
7 months
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: https://t.co/oT7FffON1A #AssetManagement #OutsourcedTrading #InvestmentOperations #CitisoftInsights
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@Citisoft
Citisoft
10 months
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: https://t.co/qay0D86XaK
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@Citisoft
Citisoft
10 months
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: https://t.co/pV8yx5nk0S
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@Citisoft
Citisoft
11 months
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:
citisoft.com
Learn why a well-defined data strategy is crucial for transforming data into a strategic asset and driving real business value.
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@Citisoft
Citisoft
11 months
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: https://t.co/Et0eZyHyw0 #InvestmentManagement #TotalPortfolioView
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@Citisoft
Citisoft
11 months
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
11 months
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. https://t.co/TfWZp5GuAQ
citisoft.com
UK asset managers must navigate 2025 regulatory shifts, balancing compliance with operational resilience and innovation to thrive amidst evolving challenges.
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@Citisoft
Citisoft
11 months
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 ➡️ https://t.co/CJ73Bz1svO
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@Citisoft
Citisoft
1 year
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:
citisoft.com
From a phased approach to proof of concept, explore strategies to create compelling business cases to secure discretionary budget approval for change programs.
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@Citisoft
Citisoft
1 year
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. https://t.co/hebsr7yu0s
citisoft.com
Explore the importance of cloud data governance, highlighted by the recent Snowflake breach, and learn how to manage the responsibilities and risks.
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@Citisoft
Citisoft
1 year
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:
citisoft.com
Chris Mills explores how the middle office is being reshaped alongside emerging technologies like tokenisation and artificial intelligence. Learn more.
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@Citisoft
Citisoft
1 year
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. https://t.co/nFKGNh6pqQ
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citisoft.com
Discover how innovations in multi-asset management are shaping investment strategies and helping create resilient, diversified portfolios for today's investors.
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@Citisoft
Citisoft
1 year
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.
citisoft.com
Explore the potential impact of tokenisation on the evolution of the Accounting Book of Record (ABOR) in investment management with Darren Glozier.
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@Citisoft
Citisoft
1 year
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:
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citisoft.com
Citisoft, a global investment management consulting firm, adds new scholar to the Citisoft Scholars Program for 2024 in partnership with Youth Guidance.
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@Citisoft
Citisoft
1 year
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. https://t.co/gKbCWlW8sS #TalentManagement
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@Citisoft
Citisoft
1 year
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:
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citisoft.com
Citisoft Partner, John Clark explores how generational changes are reshaping investment management, driven by shifting preferences and technology demands.
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@Citisoft
Citisoft
1 year
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:
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@Citisoft
Citisoft
1 year
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
Learn how to optimise data strategies for diversifying into private markets, enhancing efficiency, and achieving a comprehensive total portfolio view.
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