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Jan 26, 2021

Expect the unexpected in 2021, including unanticipated business events

During the course of the year, a firm will undoubtedly encounter unique situations or unanticipated business events, further straining resources and bandwidth. Given today’s rapidly changing times, it’s inevitable.

Sep 4, 2020

Ten benefits of outsourced managed data services

While managing through these challenging times, your business is likely also looking toward the future. With “business as usual” upended, you may be trying to position your firm for whatever comes next while staying ahead of your competitors.

Jun 3, 2020

Intelligent outsourcing of investment operations

A crisis might not seem like the time to evaluate your operations, but now is perhaps when opportunities to improve are most visible. Some of these potential areas in need of improvement are reporting, risk assessment, remote access, ability to scale up or down quickly, domain expertise and immediate access to information.

May 20, 2020

Resource constraints and relief amidst the pandemic

Given current conditions, many organizations are facing new or amplified challenges with operating efficiently.  COVID-19 has forced businesses to work remotely, and they have now found themselves struggling to keep up with resourcing, internal communication and automation.  In the early stages of the pandemic, clients had experienced significant spikes in trade volumes, collateral calls and wires activity that posed operational challenges.

May 13, 2020

COVID-19: Investment Operations Implications

Every business has adjusted its near-term priorities and longer-term outlook in the wake of COVID-19. In the financial services industry, we see that the pandemic has accelerated some trends. For example, we see firms reassessing their use of outsourcing services for the business-as-usual benefits and operational resiliency.

Jan 20, 2020

The importance of outsourcing operations to the financial industry

When financial companies seek to outsource operations, they are referring to the process of entrusting an external vendor with certain in-house tasks. These tasks are usually repetitive or mundane in nature but crucial for the day-to-day processes of an organization. Examples of common outsourced operations include accounting, IT services, digital marketing, human resources, etc.

Dec 4, 2019

Financial services firms continue to outsource mid-to-back-office operations to remain competitive

A growing trend continues among financial services firms to outsource their middle and back-office operations and accounting processes. In a recent SS&C survey of companies in one major buy-side segment, 62% of those firms surveyed cited outsourcing or co-sourcing as a high priority.

Oct 28, 2019

What we’re watching: SS&C Deliver panel explores trends in alternatives

At a time when margins are down, performance is under pressure, global regulation is driving up costs and fundraising competition is fierce, alternative fund managers need to be looking at operational and technology transformation as a means to differentiate their offerings and boost the bottom line. In this environment, the case for outsourcing is increasingly compelling for firms to offload their IT burdens and reduce the risks posed by legacy system constraints.


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