CACEIS

Overview

CACEIS is an asset servicing banking group specializing in post-trade financial services for various asset classes. Founded in 2005 and headquartered in Montrouge, France, it provides a broad range of services including execution, clearing, custody, depositary banking, and asset valuation to institutional investors globally. The organization operates under a follow-the-sun model, ensuring continuous service across multiple time zones and supporting clients through its presence in several international markets.

The firm delivers comprehensive solutions for asset managers, pension funds, and corporate clients such as custody, fund administration, middle- and back-office outsourcing, and financial reporting. CACEIS focuses heavily on digital innovation, leveraging AI and advanced platforms to boost efficiency, compliance, and client experience, while upholding strong financials and rigorous regulatory standards.

Basic Information

Contact Details

• Phone: +33 1 57 78 00 00
• Website: caceis.com
• LinkedIn: linkedin.com/company/caceis

Key Focus Areas & Initiatives

• Asset servicing for institutional investors
• Fund administration and custody services
• Digital transformation and AI-powered compliance
• Blockchain-based fund management solutions
• Global custody and cross-border settlement
• Middle- and back-office process outsourcing
• Sustainable finance and ESG reporting

Technologies Used

• .NET
• AI
• AWS SDK for JavaScript
• Azure Blockchain Service
• Bloomberg Professional Services
• Docker
• Jenkins
• Kubernetes
• Microsoft Dynamics
• Python
• SimCorp Dimension
• SWIFT
• Salesforce Service Cloud
• SharePoint
• Splunk

Buyer Teams to Target

Operations & Asset Servicing

• Head of Operations
• Director of Asset Servicing
• Custody Services Manager
• Fund Administration Lead
• Middle Office Manager
• Settlement Supervisor

Technology & Digital Innovation

• Chief Technology Officer
• Head of Digital Transformation
• IT Infrastructure Manager
• Blockchain Solutions Architect
• AI Integration Specialist
• Data Security Officer

Risk, Compliance & Legal

• Chief Risk Officer
• Head of Compliance
• Regulatory Reporting Manager
• Legal Counsel
• AML Compliance Officer
• ESG Reporting Analyst

Finance & Investment Solutions

• Chief Financial Officer
• Director of Investment Management
• Asset Manager
• Fund Accounting Head
• Valuation Specialist
• Private Equity Analyst

What They Buy

• Core banking and custody platforms
• Regulatory compliance and reporting tools
• Blockchain and digital asset management solutions
• AI-powered automation software
• Risk management and analytics systems
• Customer relationship management (CRM) systems
• Cloud infrastructure and security services

Signals to Watch

• 🧑‍💻 Launch of new digital or AI initiatives
• 💰 Merger, acquisition, or expansion announcements
• 📈 Increased outsourcing of operational processes
• 🗺️ Entry into new markets or asset classes
• 🚀 Rollout of new blockchain or digital asset services
• 🫂 Changes in executive or compliance leadership