SS&C recently participated as a sponsor in FundForum International, a conference attended by 1,500 senior professionals from the fund management industry. Scott Kurland, Global Head of Product & Marketing for SS&C Singularity spoke on the panel “(Even More) Disruption in the back office: Latest market trends in emerging and developing tech).
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Eight in 10 asset managers use lead scoring to try to identify the advisors who are seriously considering their firm’s products. But much of our industry uses traditional, rules-based lead scoring—which is based on opinions and assumptions about which interactions indicate that an advisor is most likely to buy in the next month. This “manual” methodology is not scientific—or reliable. It's too simplistic for the complex decision journeys that customers take in making investments.
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Firms want to win the data game. Fast. All too often we see firms sprint ahead to invest in a data analytics platform without first having a holistic data strategy in place.
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Innovative disrupters, powerful economic forces and irreversible societal trends are shaking up asset and wealth management in ways we haven’t seen before.
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As we head into another new year, we’re looking back at our most-read blog posts from the past 12 months. Here’s the list from 2018, arranged in chronological order. We’re excited to continue these conversations and share more content in 2019. Happy New Year!
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Enhancing and personalizing your customer experience with artificial intelligence technologies isn’t a distant pipedream. There’s no time like the present to explore what you can do with AI. Here are three simple ways to get started.
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We are pleased to share that renowned artificial intelligence firm Volley (volley.com), backed by JPMorgan Chase and both former CTOs of Goldman Sachs, has been selected to power the SS&C Learning Institute’s next generation of education and training offerings.
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Innovation and transformation are echoing throughout our industry as solutions to the challenges we face.
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