Company Research Report: Citisoft

Company Overview

• Name: Citisoft

• Mission: Citisoft is committed to solving complex technology and operations challenges for the asset management industry. The company leverages its deep consulting experience and a 30-year history of project success.

• Founded: No information is available.

• Founders: No information is available.

• Key People:

• Paul Migliore: Chief Executive Officer

• Tom Secaur: Chief Operating Officer

• David Bates: Managing Partner, North America

• David Higgins: Managing Partner, EMEA

• Headquarters: No information is available on the specific location of the headquarters.

• Number of Employees: No information is available.

• Revenue: No information is available.

• Company Recognition: Citisoft is known for providing industry-leading consulting services specifically within the asset management sector.

Products and Services

Products

• No specific product offerings are listed.

Services Offered

• Strategic Assessment: Provides critical insights on business from platform assessment to full operating model evaluation.

• Operating Model Design: Offers customized operating model options with actionable roadmaps.

• Vendor Evaluation: Aims to mitigate vendor risk, accelerate search and selection processes, and streamline negotiations.

• Systems Implementation: Works to transition, test, and support new technology while keeping business operations smooth.

• Outsourcing Transition: Assists in navigating complex outsourcing transitions by understanding the service provider market.

• Program and Project Management: Utilizes extensive experience and frameworks to deliver programs on time and on budget.

Practice Areas

• Investments: Offers expertise in managing complex multi-asset investments and leveraging products in new geographies.

• Operations: Specializes in trade management and fund administration with deep insights into operating model challenges.

• Distribution: Delivers expertise from market entry to client communications and supports new product strategies.

• Data: Provides leading-edge insights into data management and helps design data ecosystems for future growth.

Recent Developments

• Newly Launched Products: No information is available on recently launched products.

• New Features:

• Systems for seamless technology transition, testing, and support have been enhanced.

• Operating model options and vendor evaluation processes are continuously updated to meet industry needs.

• Partnerships: No information is available on new partnerships.

Company Insights

• Publications:

• Outlook 2025—It’s Time to Talk About Transformation: A whitepaper discussing emerging trends and past initiatives shaping success in asset management.

• Data Management Fundamentals—Delivering Value through Your Data Operating Model: Essential reading for optimizing data management.

• Recent Blogs:

• "Is Data Really Worth the Hype? Absolutely—But Only with the Right Strategy" (Feb 11, 2025)

• "2025 Regulatory Shifts: What UK Asset Managers Need to Know" (Jan 30, 2025)

Social Responsibility

Citisoft is committed to delivering results by acting with integrity and fostering inclusivity. The company emphasizes community engagement through its Social Responsibility Committee.

• Values:

• Acts with integrity by maintaining respectful and honest interactions.

• Delivers results that effect positive change within clients' businesses.

• Champions inclusivity and involvement in community through charitable programs and volunteer efforts.

Key Management Team

• Paul Migliore: Global Chief Executive Officer

• Tom Secaur: Global Chief Operating Officer

• David Bates: Managing Partner, North America

• David Higgins: Managing Partner, EMEA

• Additional directors and partners are involved in business development and operational guidance.

Conclusion

Citisoft positions itself as a leading consulting firm within the investment management industry by offering a comprehensive suite of services and practices. With a dedication to client success and an emphasis on experience and relationships, Citisoft maintains a strong presence in its domain.

Please note that not all information is available, particularly on financial aspects and specific operational metrics such as employee count and exact revenue figures.