Expert Support for Disruptive
Business Events

When business demands require resource deployment or a change in normal processing, enhance your resources and capabilities with SS&C's expert talent, cutting-edge technology and time-tested processes.

500 +

Clients supported

50 M+

Mailings

7 M+

Customer calls

Expert Capabilities Stand Ready to Assist

Flex Resources as Needed

Rapidly staff, execute and match resources to volume spikes, providing you flexibility when you need it most

Maximize Existing Staff

Eliminate the need to divert resources to the event by augmenting your staff with our dedicated team of experts who are focused solely on your special situation

Modern, Secure Infrastructure

Access to established, reliable and modern infrastructures and state-of-the-art operation centers

Secure Environment

Industry-leading security protocols giving you and your customers peace of mind that sensitive information stays secure.

Multiple Response Options

Optimize customer response rates through multiple communication channels, such as call center, email, print mail and custom website capabilities.

Operational Efficiencies

Leverage machine learning and intelligent automation technologies to collect and analyze data and drive efficient response processes.

Read our Case Studies

For 30 years, SS&C Flex has delivered expert support for business events of any size. Our flexible staffing model creates tailored action plans that minimize disruption and maximize results.

See our case studies to learn how we've helped organizations boost performance, cut costs, and increase efficiency.

Net Asset Value (NAV) Challenges
Enhancing Digital Onboarding
Enhancing Digital Onboarding

For asset management firms, unexpected NAV impacts can arise due to accounting discrepancies, revenue share concerns and inaccurate portfolio asset valuations.

One mutual fund firm needed to remediate a NAV event by distributing funds to affected investors. This complex process involved drafting formal distribution plans, gathering underlying data from brokers, determining calculation methodologies, executing distributions and providing tax reporting.

An asset manager needed to upgrade their investor platform to meet growing demands for better digital experiences. The new platform included multi-factor authentication (MFA) for added security. During the rollout, the manager anticipated most investors would adapt smoothly to the new sign-on process but expected a surge in call volumes from those with questions.

Occasionally, clients receive a major settlement payment on behalf of former shareholders in a liquidated or closed fund. Handling such a large settlement presents a unique business challenge for the firm.  With a closed fund, there is no longer a system to handle the processing and customer care.

Featured Resources

Learn more about how SS&C can help you stay ahead of the competition.

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Checklist
Expert Support For Disruptive Business Events
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White Paper
Prepare for the Unexpected: A Guide to Remediation and Investor Distributions
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Brochure
Expert Support for Disruptive Business Events
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