Case Study: Citi Business Advisory Services gains a holistic view of asset management trends with eVestment

Citi Business Advisory Services - Customer Case Study

The Business Advisory Services unit of Citi, which provides consulting and industry research for asset management clients, struggled to gain a comprehensive, global view of market trends from its disparate data sources. To better advise their diverse client base, they required a holistic platform to track performance and asset flows, leading them to adopt the eVestment data and insights solution.

By implementing the eVestment platform, the team gained a 'one stop shop' for comprehensive data, which became the foundational starting point for all their research and client reporting. The solution provided an intuitive interface and excellent client service, enabling the team to easily export data for analysis and presentations. This allowed Citi to scale its advisory services, identify challenges and growth opportunities for clients more effectively, and stay ahead of market trends.

Citi Business Advisory Services

Citi Business Advisory Services

Director