The Lift-Out Playbook for Asset Management CFOs

For today’s asset management CFOs, a lift-out isn’t just an operational decision; it’s a strategic lever that can sharpen financial reporting, strengthen controls and unlock more scalable cost structures.

Read the Asset Management CFO’s Playbook to gain the insights you need to turn a complex transition into a catalyst for long-term financial clarity and control. Key takeaways include:

• A financial readiness checklist to protect lift-out close cycles, reconciliations and investor reporting.

• Practical guidance for maintaining SOX, audit and regulatory control throughout transition and data migration.

• Strategies to illuminate true operating costs and shift from legacy fixed costs to more flexible, scalable models.

Find out how to lead your next lift-out with greater confidence and control.