Katie Terry, Director of Implementation at SS&C Black Diamond, discusses how her team uses a three-phased approach of discovery, configuration, and launch to create a curated onboarding experience that ensures a high-level of client satisfaction.
Jen Becher, VP of Client Experience at Black Diamond, discusses how the service and implementation teams, along with the right technologies, keeps the client experience at the forefront.
Angela Lamar, Manager of Talent Acquisition, breaks down the benefits of joining SS&C Advent’s open, collaborative, and innovative culture.
On any given day, there could be transaction breaks, cash breaks, non-trading accruals, or corporate actions that need to be addressed for our clients. Listen as David Hopcraft discusses how the Managed Services team supports clients with their day-to-day operations, in order for them to prioritize their core competencies.
Listen as Chris Somers, Senior Director, SS&C Advent Professional Services, discusses how an engagement with our Professional Services team, with their breadth of knowledge and expertise, empowers a firm for success.
How is your firm managing ESG data? Tim Duffy, Solutions Manager and Consultant, discusses SS&C Advent’s collaboration with Morningstar Sustainalytics and key benefits for clients.
Al Castillo, VP of Solutions Management, provides an overview of why firms are making the switch to managed services.
Hear why Al Castillo, VP of Solutions Management, loves his role and being part of SS&C Advent.
John Milne, Sr Director of Product Management and Strategy at Black Diamond, discusses how we continue to invest in developing enhancements and new product offerings of the SS&C Black Diamond® Wealth Platform based on the feedback we hear from advisors.
Al Castillo, VP of Solutions Management, reveals the top concern he hears from prospects and clients when handing off their technology and operations to a managed services provider. Learn what SS&C Advent is doing to address this concern.
A changing workplace. The flexibility to compete. Ongoing talent strain. Joe LaFemina, Senior Manager of Managed Services, expands on the key factors driving firms toward managed services.
How does SS&C Advent help firms gain their time back? Learn about the key factors driving success with managed services from Joe LaFemina, Senior Manager of Managed Services.
Learn from Matt Ahlstrand, VP of Solutions Management and Consulting, about the importance of having an independent book of record.
Matt Ahlstrand, VP of Product Management and Solutions Consulting, discusses trends in the global asset and wealth management marketplace and his role in finding solutions to client challenges.
Curiosity. Respect. Diversity. Rita Chiu, VP of Product Management, expands on these key SS&C Advent values.
Rita Chiu, VP of Product Management, breaks down the role of technology for investment managers and SS&C Advent's unique differentiators.
Boris Bykhovsky, VP of Solutions Management, discusses how SS&C Advent is leveraging modern technology and data-centric solutions to help firms process increasing quantities of complex data.
Empower your portfolio managers to make quick and informed decisions. Boris Bykhovsky, VP of Solutions Management, discusses how firms are increasingly exploring new digital solutions for their front office.
Time to get out of the pool? The shift to separate accounts provides a personalized experience for investors. This shift can have a significant impact on a firm's front-office efficiency and operations. Hear more from Boris Bykhovsky, VP of Solutions Management.
Hear Boris Bykhovsky, VP of Solutions Management, discuss his focus on solving client technology needs and the Genesis Platform, SS&C Advent’s new cloud-native front-to-back investment management solution.