Shareholder Notification and Response Management Burden Alleviated

Up against short timelines and complex IRS rules, firms turned to SS&C Flex to avoid costly, one-time buildouts. From custom mailings to call center support, Flex made the difference. Read the case study to learn how Flex helped firms:

• Handle massive mail volumes and investor follow-up.

• Avoid in-house staffing and training.

• Maintain service levels while managing regulatory complexity.

Discover why leading firms relied on Flex to manage millions of shareholder notifications.