Business Process Outsourcing (BPO) of shareholder and intermediary customer servicing can be an effective tool for asset managers who want to focus more of their energy on core competencies. Asset managers face increasing pressure to deliver exceptional service while managing complex operations. For those who have not yet taken steps to outsource those operations, many find themselves stretched thin as they navigate inefficiencies, rising costs and talent shortages. The burden of keeping pace with advancements in technology and maintaining internal systems strains IT resources. By partnering with the right BPO provider, asset managers can stay ahead of the competition, optimize their operations enhance client satisfaction and drive better outcomes for their business. Choose a provider committed to investing in technology innovation to develop scalable solutions.
SS&C offers a variety of service options that allow asset managers to determine the level of customer interaction they want to outsource. With the collective scale of our services, we can offer a superior customer experience, with associates who have specialized expertise in their functional areas of responsibility.
Our scale also allows us to provide expanded hours of operation, geographic diversity of workforce, enhanced business continuity and capacity utilization. Our Contact Center can cover multiple communication channels, from call support and online chat to mail and email correspondence. Our Mail Center and Processing teams handle work received via paper, fax and email. We have made substantial investments in the technological and human capital necessary to meet your outsourcing needs.
We focus on associate engagement and ongoing skills development to ensure we continuously improve our staff’s capabilities to meet the dynamic needs of the operating environment. We offer many focused training curriculums and consistent supervisory involvement, which allows us to achieve specialization at the associate level with specific skill sets that may be complicated or nuanced.
Asset managers benefit from our expertise and comprehensive services while we benefit from the opportunity to create expansive compliance and oversight programs to ensure the work we perform is in strict adherence to SEC guidelines and meets or exceeds industry standards for timeliness and quality. SS&C continues to invest in technologies like our Chorus BPM tool set, Chorus Document Automation and our addition of Blue Prism RPA that help to improve the overall customer experience and provide our associates with more rewarding opportunities.
To learn more about SS&C’s approach to developing our technology solutions, watch our "Business Process Outsourcing" video. Or watch our "Unlocking Expertise, Amplifying Value and Empowering Our Customers" video about how those solutions drive value for our clients.
