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Oct 6, 2020

Top tips for effective remote meetings

During the past 6 months, remote selling has become a fact of life in the asset management industry. This shift, while necessary, has been an unwelcome one for many firms, with a significant number of distribution leaders champing at the bit to get their salespeople back on the road. According to a recent SS&C survey, nearly 9 in 10 asset managers said that, if given the choice between their salespeople having only in-person meetings or only remote meetings, they would choose in-person meetings.

Aug 28, 2020

The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople

While we don’t know when the business world will return to some sense of normalcy, we know a time will eventually come when offices are reopened and in-person meetings will resume on scale. And while we don’t know precisely how much will change for wealth managers and asset managers, advisors in our recent SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.

Jul 27, 2020

Channels don’t tell you enough about advisor business models

Asset managers that assume every advisor in a distribution channel (e.g., “Wirehouse” or “RIA”) is the same are missing opportunities to better connect with their customers.  Enhanced data and segmentation can help segment advisors for better coverage, more meaningful engagements and an improved customer experience. In our advisor surveys, conducted in association with Horsesmouth, we ask advisors across the wealth management landscape about their portfolios, their experience with asset managers’ product offerings and wholesaling teams, and other topics relevant to trends in distribution. In our most recent survey, we asked advisors “Please select what best describes your operational model/practice affiliation” and compared their answers to the ones they gave when asked “What type of firm do you work for” and found several variations.

Jul 4, 2019

SS&C Singularity at FundForum International: operational efficiency in the middle office

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).

May 22, 2018

BASEL III: Complying with disclosure requirements, pillar three

The newly introduced Basel III regulation includes microprudential reforms to strengthen the resilience of individual banks in periods of stress. Basel III also has macroprudential reforms to address system wide risks across the banking sector.

Apr 6, 2018

Meeting today’s wealth and asset management challenges

Watch our mini video to learn more how the SS&C GWP platform can position your firm for success.

Mar 16, 2018

7 reasons keeping wealth managers up at night

Today’s institutional investment managers continue to experience challenges generating alpha, sustaining investor confidence, and managing risk exposure. For many firms, these challenges are rooted in an operational infrastructure that lacks the agility to respond to new business requirements amid a changing investment environment.

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