Case Study: National Benefit Services achieves scalable process automation and 100% same-day processing with SS&C Technologies' AWD

National Benefit Services - Customer Case Study

National Benefit Services (NBS), a third‑party benefits administrator serving thousands of retirement and flexible benefit plans, faced rapid customer growth (about 20% annually) and an aging, largely manual workflow environment that relied on checklists, spreadsheets and multiple non‑integrated systems. To scale without significantly increasing headcount, NBS selected SS&C Technologies’ AWD workflow automation platform to replace manual processes and standardize operations.

SS&C Technologies implemented AWD, working with NBS to migrate core workflows (document capture, contribution processing, fund reconciliation) into production in under four months and training NBS teams to self‑service future changes. The AWD solution—integrated with NBS line‑of‑business systems—now supports more than half the staff, drove same‑day processing for a major payroll client from 60–70% to 100%, restored and exceeded pre‑implementation customer satisfaction scores, and let NBS handle growing volumes with the same workforce.

National Benefit Services