Our Process

Analyze
We evaluate client objectives and constraints. We conduct a thorough pre-transition analysis, utilizing state-of-the-art tools like Best Execution Consulting Services (BECS) to provide realistic transaction cost forecasts that are based on proven models.

Plan
We work with you to select the optimal transition implementation alternative. Citi provides customized solutions to solve our clients’ strategic needs.

Execute
You receive the benefit of dealing through the global capital markets leader in equities, fixed income and foreign exchange trading. We bring natural liquidity to your transaction to reduce transaction costs.

Settle
We process 1.5 million transactions every day, with transition transactions flowing seamlessly through our network. With employees on the ground in more than 100 different countries, operational risk is minimized every step of the transition.

Measure
Our transition clients receive a comprehensive, customizable analysis of transition cost components, comparing them to our pre-transition forecasts.