Citisoft
HQ Address
303 Congress Street, 5th floor, Boston, MA 02210, United States
Website Address
Business introduction
Focused. Strategic. Pragmatic.
We solve complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success
Since 1986, we’ve helped solve complex technology and operations challenges for the investment management industry. With a team of dedicated consultants in North America and EMEA, we’re committed to working with asset managers and asset servicers globally on projects of every scope. From guiding complete business transformation programs to on-the-ground delivery, our team is equipped to fulfill any strategic or tactical need.
Domain knowledge: Spend less time translating and more time transforming.You don’t have time to get a consulting partner up-to-speed when you’re undertaking a new program or assessing your operations.
We focus solely on technology and operations for asset management, so our consultants are always ready to hit the ground running. An in-depth understanding of your business helps us ask the right questions and solve difficult problems so you’re reaping the benefits of insights and efficiency from day one.
Citisoft Solutions
Benchmarking Services
Get a comprehensive view of the market Uncover new opportunities by assessing the software or services market. The software and services market is moving fast. If you haven't undergone a search and selection recently, you could be missing out on new opportunities for functionality and cost efficiency. Citisoft benchmarking services offers a......
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Technology Evaluation & Selection
Outsourcing Evaluation & Selection Services
Cut to the chase Ask the right questions to find the right answers quicker. Get up to speed on the service provider landscape with our outsourcing expertise. We’ll help you quickly narrow down your options to find the best partner by leveraging our deep library of RFI and RFP documentation. Having resources......
business needs
- Business Strategy & Advisory
- Technology Evaluation & Selection
- Technology Implementation & Management
Outsourcing Transition Services
Get the right team in place Free your team to focus on keeping operations running smoothly. Moving to an outsourced operating model is like changing the tires on a moving car. Keeping your operation running while focusing on an outsourcing transition requires a massive day-to-day effort. From data standardization to project communications......
business needs
- Business Establishment & Support Services
- Technology Implementation & Management
- Technology Strategy & Consulting
Program & Project Management Services
Free up your team Program management requires rigor, due diligence, and attentiveness—do you have the resources for the job? Even the best program strategies can be waylaid by resource constraints. To see an ambitious program through, you need a dedicated program management office to ensure key deliverables are on-time and on-budget, with......
business needs
- Business Strategy & Advisory
- Proposition Design, Development & Delivery
- Technology Implementation & Management
Strategic Assessment Services
Gain valuable perspective Learn how your peers approach their technology and operations challenges. Peer benchmarking is key to determining your future state and how to get there. From financials to architecture, we have unmatched perspective on industry practices and metrics. We’ll help you glean key insights on what works for others—and what......
business needs
view solutionSystems Implementation & Integration Services
Take a pragmatic approach Don’t overcomplicate a complex implementation. When it comes to a large-scale systems lift-out or transformation program, you can’t afford to get lost in paperwork and inefficient processes. To reach your goals, you need a proven and actionable approach. We’ve implemented countless systems over the past 30+ years, providing......
business needs
- Business Establishment & Support Services
- Technology Implementation & Management
- Technology Strategy & Consulting
Systems Strategy & Selection Services
Leverage proven methodologies When it comes time to replace your technology, you need a tried-and-true approach to guide the process. Using our proven methodologies, we’ve successfully delivered over 20 systems strategy and selection projects in the last 5 years. We begin the systems strategy process by determining your key stakeholders and assessing......
