Increased Shareholder Retention

When faced with a fund closure, a leading asset manager needed to act fast to retain shareholder assets. With SS&C Flex, they launched a customized outreach campaign—planned, trained, and executed in under 72 hours. The result was a 58% fund exchange rate and a seamless client experience. Read the case study to find out how SS&C Flex:

• Activated a high-touch call-out campaign within three days

• Delivered measurable retention results — 58% of shareholders retained

• Protected business continuity while easing the load on internal teams

See how SS&C Flex supports high-stakes transitions with speed, structure and scale.