Case Studies

SS&C’s business process management solution takes firm’s capabilities to new heights

As the insurance industry becomes more digitally focused, firms are looking for the right tools to help them innovate and achieve operational efficiency.
Looking to improve process management and enhance communication across multiple business units, Ansvar Insurance used AWD, SS&C’s business process management solution to:

• Centralize customer service activities
• Increase workload reporting quality

Learn more. Read the full case study.

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Supporting a global institutional asset manager in its non-stop performance measurement operations.

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The success of our Blue Sky Administration solution is driven, in part, by our ability to help our clients achieve risk mitigation, state fee cost savings, and access to expert consultation and industry standards.

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Read how one client expanded its capabilities, saved time, gained new insights and improved its reconciliation process with SS&C Recon.

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Transition Automation Provides a Competitive Edge

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Moving forward with improvements that help your team is critical in the modern workplace. It has become more important to increase effectiveness and offer clients the value they seek. By incorporating Vision FI into their overall communications strategy, Causeway Capital Management found a solution.

Download the case study and discover how implementing Vision FI helped Causeway Capital Management by:
- Greatly decreasing the amount of time spent generating reports
- Providing tools with a large amount of customization options
- Reducing the need for manual intervention

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The firm partnered with us to concept, develop and implement a branded online Retirement Center, a custom solution that gave independent advisors the opportunity to offer fee-based solutions as a fiduciary and offer personalized education resources to plan participants.

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Through AWD, SS&C’s leading business process management platform, a U.S.-based insurance and retirement company with 17 million customers digitized its claims and beneficiary care processes from end-to-end, decreasing regulatory penalty costs by 80%.

For more insight into the firm’s challenges, its solution and results, download the case study.

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By implementing AWD, a $2B e-commerce firm that operates multiple direct-to-consumer retail brands, improved tracking accuracy of incoming work for individual agents, and across its entire organization.

The project, led by AWD’s Consulting & Implementation Services group, migrated and automated over 70% of existing manual processes to SS&C’s leading business process management platform, helping the client gain operational efficiencies resulting in significantly reduced regulatory risk and overall costs.

See how they did it.

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Successfully managing complex events across the financial services industry

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Learn how we simplified the valuation of short-term fixed interest and discount securities, addressing a top client challenge.

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With the asset management industry undergoing transformational changes, companies are looking to stay ahead. While searching for solutions, International Financial Data Services (IFDS) leveraged AWD to enhance operational efficiency, manage workload across all locations, and move resources at a lower cost.

IFDS benefited from:
1. Enhanced user experiences by implementing a strategic multi-channel CRM tool that consolidated recordkeeping platforms.
2. Improved customer service by instituting a single business process management system that speeded staff training.
3. Increased flexibility through a location-agnostic operations model that allowed for effective resource management.

Read the full case study to learn more about IFDS’ success story.

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Maybank Indonesia expands cross-border servicing capability with HiPortfolio.

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National Benefit Services, LLC (NBS), a third-party benefits administrator, implemented our business process management solution – AWD® - transitioned to automated workflow and saved both time and money in the process. Learn more about workplace automation, its key benefits and its impact on NBS’ future milestones and strategic goals.

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Large global insurance company gains substantial savings and shorter closing cycles with new, best-in-class SaaS reconciliation solution.

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Moving forward with improvements that help your team is critical in the modern workplace. It has become more important to increase effectiveness and offer clients the value they seek. By incorporating Vision FI into their overall communications strategy, Causeway Capital Management found a solution.

Download the case study and discover how implementing Vision FI helped Causeway Capital Management by:
• Greatly decreasing the amount of time spent generating reports
• Providing tools with a large amount of customization options
• Reducing the need for manual intervention

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A U.S.-based mutual fund firm with more than $300 billion in assets under management leveraged AWD®, SS&C Technologies’ low code business process management platform, and robotics process automation to cut time spent on business and client reporting by 85% while improving overall quality and accuracy.

Learn more about workplace automation, its key benefits and the impact it can have on your business in this case study.

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How a global financial services firm successfully responded to a critical and time-sensitive event.

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Utilizing BenefiX®, a leading developer and manufacturer of performance additives was able to reduce time and increase oversight into their data exchange process for employee benefits.

BenefiX® reduced their data correction workload by 75% and the interactive dashboard assisted the client in monitoring and enhancing their employee benefits operations by creating efficiencies and allowing the client to focus on value-added work.

See how they did it.

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The overall objective of the “supercharged” experience was to provide accurate, current information and planning tools the participant would want to use in order to make informed decisions and take action regarding retirement planning.

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