Case Study

Enhancing Digital Onboarding: A Seamless Transition to a New Investor Platform

Discover how an asset manager launched a new platform without disruption.

Rolling out a new digital investor platform, including MFA, can cause major call volume spikes. Read this case study to find out how SS&C Flex helped an asset manager maintain service levels and investor satisfaction during the transition. Learn how SS&C Flex:

Deployed a fully scripted support team for onboarding assistance.
Resolved issues fast, reducing agent talk time.
Enabled smooth adoption of new self-service functionality.

Explore how Flex enabled an ideal customer experience despite platform changes.