Roundtable: Making the Case for Transformational Change

An invitation-only roundtable discussion on the future of the back office (FOBO): transformational technology, operational resilience, and best practices for driving change.

Citisoft, in collaboration with FundGuard, invites you to an exclusive, closed-door roundtable bringing together technology and operational change leaders to explore the realities of driving transformational technology initiatives.

From crafting a compelling business case to overcoming common roadblocks, this session will provide a forum for candid discussions and knowledge-sharing with fellow senior decision-makers.

Join us for a peer-led discussion on the strategies, risks, and practical approaches that enable seamless transitions and long-term success.

Topics will include:

• Crafting the Business Case – What Works Best?
  Gain insights from strategic leaders and SMEs on building a business case that resonates with stakeholders.
• Removing the Blockers – How to Create a Smooth Transition
  We all know the long-term goal—but what about the transition? Explore approaches that keep stakeholders aligned.
• Being Proactive – Positive Actions and ‘Try Before You Buy’ Options
  Engage with industry peers, discuss proof-of-value strategies, and leave with actionable insights that you can apply immediately.

This roundtable is designed for COOs, CTOs, and Senior Directors of Change & Transformation who are navigating the complexities of operational and technology-led change.

Expect to leave with a structured framework for articulating the business case for transformation and an opportunity to continue the conversation with industry peers.

Read insights from the discussion

Citisoft is delighted to host this roundtable in partnership with FundGuard who are on a mission to transform legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators.