Case Study: Mutual Fund Company prevents escheatment and retains 90% of assets with SS&C Flex

How a Mutual Fund Firm Prevented Escheatment

Mutual Fund Company worked with SS&C Technologies and its SS&C Flex service when it needed to urgently contact shareholders to prevent assets from being escheated to the state. With just two weeks to complete a mailing, set up a call center, and launch proactive outreach, the firm also had to deliver a premium experience for high-net-worth shareholders while avoiding call center overload.

SS&C Technologies responded quickly by processing shareholder files within 24 hours, launching mailings within two days, activating call center operations by day three, and establishing after-hours voice messaging within three days. As a result, Mutual Fund Company retained 90% of assets at risk of escheatment, maintained service levels during the surge, and delivered a seamless, high-touch shareholder experience.