Citisoft

When it comes to executing complex change, you can’t rely on guesswork. Large firms bring institutional knowledge, but it’s the specialized consultants—those who’ve navigated transformation firsthand—that deliver real impact. At Citisoft, we bring hands-on expertise to every engagement, applying lessons learned from years of guiding firms through industry-defining change. Experience matters, a point our COO, Tom Secaur, dives into in our latest blog. Discover why hands-on expertise is key to successful transformation. Read more today: https://bit.ly/413FIdw #Transformation #ChangePrograms #Outlook2025

AI’s biggest hurdle in investment management? It’s not the tech. Firms are eager to unlock AI’s potential, but many find themselves stuck before they even begin. The issue? Data. Unclean, undefined, and unstructured data is the silent roadblock standing in the way of AI-driven transformation. 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 our latest insights on why pragmatic AI adoption starts with getting the data right: https://bit.ly/4hNPU16 #InvestmentManagement #DataManagement #ArtificialIntelligence

From transformation programs and data strategy to upcoming regulatory shifts, our latest newsletter delivers essential insights for asset managers, asset owners, servicers, and fintechs. 🔹 Future-proof your operations with a value-driven approach 🔹 Refine your data strategy by revisiting its core pillars 🔹 Stay ahead of regulatory change with our UK 2025 outlook Gain the perspective you need to stay on track—read more today. #AssetManagement #CitisoftInsights #DataManagement #RegulatoryChange

Regulation isn’t just a long-term strategic concern—it shapes daily workflows. Yet, many firms still struggle with compliance due to weak change management and inefficiencies in reporting. For smaller and mid-sized asset managers, these challenges can be particularly pressing. We’ve taken a fresh look at the UK’s regulatory landscape for the year ahead, with insights on how mid-sized firms can navigate evolving requirements. Read more in our latest blog: https://bit.ly/4hWo6ah #AssetManagement #DORA #SDR #2025Regulations

Is data *really* worth the hype? Absolutely—but only with the right strategy. The biggest challenge organizations face isn’t a lack of data or even technology, it’s the absence of a structured approach to managing and leveraging it effectively. If increasing data silos and unrealistic expectations sound familiar to you, you're not alone. In our latest blog, we break down why data initiatives often fall short and outline four key pillars to getting your data strategy back on track. Read more today: https://bit.ly/3CALxah

📢 We're #Hiring: Finance Manager - London, UK. Are you a qualified accountant with extensive Workday experience looking to take ownership of regional financial operations? We are seeking a Finance Manager to lead financial processes, reporting, payroll, benefits management, and compliance across our UK business. Apply now or reach out to Aisha Ishaq for more information.

Everyone wants a total portfolio view—but whose view are we really building? The C-suite wants consolidated data and enhanced oversight. Portfolio managers, risk, and compliance each have their own priorities. Without a well-conceived plan, firms risk delivering a solution that leaves stakeholders asking, "A consolidated view—for whom?" 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://bit.ly/40Cj8se #InvestmentManagement #TotalPortfolioView

Our team in EMEA is thrilled to be supporting Anglia Ruskin University's International Business Strategy module this term! This week, we kicked off with sessions at the Chelmsford and Cambridge campuses, introducing Citisoft and delivering a crash course on financial markets, capital flows, and the transformative role we play in the industry. This initiative is part of our EMEA Insights Programme, created to help students and aspiring professionals build knowledge and confidence as they step into the world of investment management. #InvestmentManagement #EMEAInsights

Another year, another round of regulatory pressures for UK asset managers. Our latest Transformation Survey found that 40% of UK firms see regulation as a key driver of strategic change initiatives for 2025. Beyond long-term planning, regulatory changes impact daily workflows, demanding agility, cultural shifts, and stronger oversight across compliance, risk, and data. With operational resilience frameworks rolling out and the FCA balancing growth with stringent controls, the challenges—and opportunities—are mounting. How can firms stay ahead while ensuring robust control, monitoring, and testing? Our latest blog from David Bashford unpacks key 2025 regulatory shifts, common pitfalls, and what mid-sized managers can do to navigate evolving frameworks. Read more here 🔗 https://bit.ly/4jEtY9G

Are you ready for the demands of tomorrow's investors? To meet the needs of a new, experience-driven generation of investors, firms must rethink their operating models. Balancing immediate challenges—like inefficiencies in onboarding and governance—with long-term innovation is critical. In our Outlook for 2025, our Distribution practice explores: ✅ How technology and automation can streamline onboarding and redefine client-first journeys. ✅ Why modular platforms and tokenization are transforming fund distribution. ✅ Strategies to balance cost pressures while delivering personalization at scale. Take a wider look at Outlook 2025 and see how client expectations are set to evolve: https://bit.ly/4hAwImJ #AssetManagement #Distribution #ClientExperience