This is an exciting time to be part of SS&C, both for employees and our clients—especially for the wealth management and asset management sides of the financial services industry. Our traditional business of record keeping and transfer agency-related services is quickly evolving as we recognize our clients’ work every day to grow and retain assets. We want to partner with them (you) to do just that, as we future-proof our offerings and honor our commitment to the industry. We will do so while keeping modern and secure digital capabilities at the forefront.
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The retirement industry was already fast-paced and dynamic before 2020, as an aging population prompted providers to evolve their retirement plans and practices. Flexibility and efficiency have become standard as firms face increased competition, regulation and complexity. Layer in the uncertainties and catalysts over the past several months, and the pressure has only heightened.
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Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been involved.
In speaking with executives, following press coverage and observing third party communications, we have spent significant time thinking about our clients working through “digital transformations.” Although this pandemic brings more pressure, the timing enables firms to strategize and tactically plan their digital transformations.
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As the COVID-19 pandemic continues to take its toll across the globe, more and more companies are mandating that their employees work from home to ensure their safety and help flatten the curve.
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Change Management is a structured approach to shifting individuals, teams and organizations from a current state to a desired future state aimed at helping employees accept and embrace changes in their current environment.
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In my last blog, I talked about front-end digitization and why it’s the easiest and most obvious step in your digital transformation journey. After all, what’s not to like about speedy cost reduction over a short period of time? Unfortunately, that’s where most transformation journeys end.
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Insurtech is revolutionizing the way people access insurance and how insurers reach potential customers. But how does that translate to more sales, increased retention rates and an improved customer experience?
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In my last blog, I talked about digital transformation versus intelligent automation, and why it’s an “and” not an “or.” I also discussed the steps required for a successful digital transformation.
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