Case Study: Mutual Fund Company achieves seamless low-balance campaign support with SS&C Technologies Flex

Mutual Fund Company - Customer Case Study

Mutual Fund Company faced staffing constraints, tight deadlines, complex reporting and tracking needs, and limited tools when responding to business events. To handle low-balance notification mailings that could trigger unexpected call spikes, the company turned to SS&C Technologies and its Flex service for support.

SS&C Technologies implemented Flex with dedicated event-trained staff, an exclusive toll-free line, secure data and voice connectivity, and call recording and monitoring. The solution helped SS&C deliver excellent customer service, integrate with the client’s existing workflows, and provide supplemental call center and processing support during event-driven campaigns, although no specific numerical impact was provided.