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Oct 31, 2022

Challenges of Managing Voluntary Corporate Actions

Managing voluntary corporate actions (VCAs) has many challenges, as we covered in our "Middle Office Series - ​Voluntary Corporate Actions" podcast. Processing these corporate actions is operationally risky; if events are missed or elections are submitted late or incorrectly, the consequences can be costly—some institutions have experienced losses in the millions of dollars.

Oct 26, 2022

Gaining Operational Efficiency With Effective Treasury Management

As part of our middle-office podcast series, we hosted a podcast to discuss what clients need in a treasury management platform, and how incorporating real-time data and a range of middle-office operational services into the solution can help optimize returns.

Sep 23, 2022

What to Look for in a Trade Matching Service Provider

We recently hosted a podcast to discuss the tools investment managers need for an efficient trade matching process, as well as how to respond to changing regulations and what to look for in a service provider.

Sep 14, 2022

Reconciliation: What to Look For in a Service Provider

What are the hallmarks of an optimized reconciliation process, from handling straightforward securities like equities to complex fixed income such as OTC derivatives, or digital assets? First, there’s instrument coverage and staff expertise across the asset class universe. Your service provider should have asset-specific expertise to map out the data points required to reconcile transactions, positions and cash balances. Second, world-class technology. Excel has stepped up its capabilities, but that’s still a manual process with the risk of human error—errors that can lead to bad information that can result in delays in break resolution and poor decisions due to lack of transparency. Artificial Intelligence (AI) is changing the reconciliation landscape, as it can reconcile a million rows in minutes, based on the complexity of the matching rules. Also, your service provider should be able to resolve exceptions using technology that can auto-match multiple sets of data. Finally, there’s transparency, to make sure clients can view the process and the data. 

Apr 13, 2021

SS&C podcast addresses how Super funds can support financial wellness

A recent study by AMP found that financial stress impacts two in five workers during their careers and costs Australian businesses an estimated $31.1 billion per year in lost revenue. In an on-demand SS&C podcast hosted by Shaun McKenna Senior Director – Product, Sales and Client Relations, SS&C Technologies, we discuss the issue of financial wellness with our guests Steve Freeborn, Head of Superannuation, Rice Warner, and Shannon O’Shea, Partner and Head of Member Services, Aon, and address ways Superannuation funds can support the financial wellness of members.

Jun 19, 2019

Podcast: SS&C Singularity brings advanced analytics & intelligent automation to the middle & back office

Jon Maietta, creator and host of the TEK2Day podcast, recently sat down with SS&C’s Scott Kurland, Global Head of Product Marketing for Singularity to talk about how the platform was developed. You can listen to the episode, Advanced Analytics & Intelligent Automation: Front to Middle to Back Office, wherever you enjoy podcasts.

Mar 19, 2019

Next-gen investment operations and accounting platform

Singularity™, SS&C’s new next-generation investment operations and accounting platform has been built from the ground up with machine learning technology that drives intelligent workflow automation.

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