Case Study: Financial Services Firm streamlines acquisition onboarding with SS&C Flex

Successfully Navigating a High-Volume Acquisition Transition

Financial Services Firm partnered with SS&C Technologies to support a major acquisition onboarding effort. After acquiring another company, the firm needed to welcome a new book of business and send account owners a “Welcome Kit” with post-conversion changes and required actions, while avoiding the high call volumes and service disruption that had affected prior acquisitions.

SS&C Technologies, through SS&C Flex, analyzed call trends from past acquisitions to forecast demand, then built a project plan, staffed to match expected volume, and hired and trained a dedicated transition support team. The result was thousands of calls handled in the first week, service levels exceeded throughout the project, and the client later returning to SS&C Technologies multiple times for additional acquisition onboarding support.