cover image detail from middle office paper

As we emerge from the pandemic, many asset managers are taking a strategic look at their operating model and technology infrastructure. Those considering outsourcing their middle office likely have many questions related to the benefits, cost, timeline and resources required to complete a project of this scale.

To help you navigate the decisions, we partnered with Citisoft again to address where to begin your transition to outsourcing, what to expect, and the keys to success. Among other topics, we cover:

  • Guiding principles
  • Resourcing
  • Design
  • Testing and migration

Read or download the paper

Learn more about outsourcing your middle office

Demystify what to expect, how to plan and resource, and how to set a firm up for success for a remote outsourcing transition today or anytime in the future.

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Cover of the Outsourcing the Middle Office paper