“Low Balance” Campaigns Result in “High” Rewards

Low-balance outreach campaigns are a regulatory necessity, but they can overwhelm internal teams if not managed effectively. In this case study, you’ll learn how SS&C Flex helped mutual fund firms protect service levels while meeting shareholder obligations. Read the case study to find out how Flex helped firms:

• Supply trained call center agents for campaign-specific support.

• Integrate secure systems for voice, data, and escalation workflows.

• Ensure smooth investor experiences during sharp increases in call volume.

Discover why leading firms turned to SS&C Flex when volume and stakes were high.