Case Study: Fortune 500 Financial Service Company achieves 60% faster collateral turnaround with SS&C Technologies' Vision FI

Fortune 500 Firm’s Asset Management Division Enabling business users to develop vibrant, powerful client communications on their own

Fortune 500 Financial Service Company faced slow, manual and outsourced collateral and reporting processes that limited timeliness, control and scalability as it expanded into third‑party distribution. To address these gaps the company selected SS&C Technologies and its Vision FI platform to enable business users to develop and customize advisor and client communications in‑house.

SS&C Technologies implemented Vision FI with a Model Office approach, training business users and consolidating 137 disparate data sources into a single reporting database to feed collateral and the website. The result was roughly a 60% reduction in turnaround time, improved timeliness and customization, reduced key‑person risk, and the ability to scale and retire the prior outsourced fact‑sheet process.