The art of retention: Getting your client communications right

By Julian Webb

Let’s begin with some hard facts. There’s no such thing as 100% client retention. No advisor can prevent death, divorce and clients moving way. However, there are aspects of the client experience that advisors can control. Communication and connection with the client is a prime example. Getting communications right can result in higher client retention, greater client satisfaction and more referrals.

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All systems go! Attending IASA 2017

By Jen Molgano

Amidst 1,000 attendees and key players in the insurance space, we were thrilled to showcase the SS&C booth, catch-up with our clients, and meet new people at IASA 2017. We had an enjoyable, busy three days at the event—hosting a raffle for two tickets to Universal Studios, leading two vendor connect tours, moderating the Chief Investment Officer Roundtable, and kicking off our insurance survey.

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6 key trends driving operational and technology decisions

By Eric Rocks

The global investment marketplace is constantly evolving and keeping up is a competitive necessity. To effectively manage your business growth, you must optimize your operations and anticipate market changes and new requirements. The financial industry has grown exponentially over the past 30 years, and better technology has enabled investment teams to manage this growth and its accompanying complexity effectively and efficiently.

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