Case Study: MMC achieves 100% accurate client onboarding with SS&C Blue Prism

MMC Onboard New Clients with 100% Accuracy Using Intelligent Automation

MMC, a New Zealand–based outsourced investment administrator managing over NZD$100 billion, was struggling with a manual investor‑onboarding process that required printing, signing and scanning up to 1,000 pages a day from roughly 100 (peaking at 300) applications. To remove bottlenecks and maintain service levels, MMC turned to SS&C Blue Prism and its intelligent automation/digital worker technology to modernize onboarding.

SS&C Blue Prism implemented digital workers as a two‑way transport layer between external client platforms and MMC’s systems, automating document handling and audits regardless of input format. The result: removal of manual printing/scanning, 100% onboarding accuracy, the redeployment of two full‑time staff to higher‑value work, faster processing and improved employee morale and client experience.

MMC

Sarah Cremeans

Developer