A Streamlined Books and Records Project — On Time and Under Budget

Regulatory requirements triggered a large-scale books and records update for a major broker-dealer. With thousands of client interactions expected, the firm turned to SS&C Flex to manage every detail — from investor mailings to a fully scripted call center. Read the case study to learn how SS&C Flex helped the firm:

• Maintain a 99.3% call center service level through high demand.

• Deliver a seamless customer experience with custom scripting and after-hours support.

• Complete the project ahead of schedule, under budget and with zero disruption.

Find out how Flex delivers smooth execution—even under pressure.