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Oct 29, 2021

Client Reporting: One Size Doesn’t Fit All

When it comes to client communications, we’re often asked “what are your other clients doing?” It’s a fair question that reflects a natural interest in peer activity and one that has a variety of responses—all of them valid. The varied answers to the single question indicate the need for flexibility and freedom that our diverse client base seeks in order to deliver customized, end-investor content as their clients desire it. Digging deeper into this question, we find common threads in what we are delivering for our clients and how they are using our solutions to meet their client’s needs.

Aug 30, 2021

SS&C recognized by Systems in the City 2021 Fintech Awards

SS&C Technologies was recently recognized for excellence in intelligent automation and investment management technology among more than 200 technology and service providers at the Systems in the City 2021 Fintech Awards. Started in 2000, the annual Systems in the City Fintech Awards recognize the leading service and system suppliers to the regulated financial community. Entry to be considered for the awards is free, and any system or service supplier in the financial technology sector can enter for consideration. Of the more than 200 submissions, 27 were selected for awards.

Mar 25, 2020

How digital communication pays for itself

As millennials reach higher levels of influence in the workplace, their digital preferences become the standard.  This age group has grown up alongside the emergence of digital technologies, and they tend to have a digital-first mindset.

Oct 3, 2019

Failure to communicate effectively with clients is a big liability for investment firms

Investors are on edge these days due to a number of concerns, including economic headwinds, protracted trade wars, and inverted yield curves. When investors are anxious, investment managers need to have the tools and technology to communicate effectively with them.

Jul 10, 2019

Transforming client communications from a cost center to a competitive edge

With high churn rates and so many asset managers aggressively competing for your clients, the quality of client communications is crucial to your firm’s brand differentiation and client retention. Today’s investors want your appraisal of what is happening in the market and what you’re doing to help them as individuals to achieve the best outcomes.

Jun 26, 2019

Bobsguide names Vision FI “Best Customer Engagement Tool”

SS&C’s Vison FI has received the award for “Best Customer Engagement Tool” by the judges of the 2019 Bobsguide Tech Awards.

Sep 7, 2018

Six emerging trends in client communications for investment managers

The pace of change in client communications by investment managers far outpaces many other operational elements of the business. 


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