To support their key growth initiatives, a division of a Fortune 500 financial solutions firm carried out an extensive review of their operational model. Among its results, the review identified a need to improve processes related to advisor and client communications, which led the firm to SS&C’s Vision FI. “Our move to Vision was grounded in a third-party assessment of the way we were managing things firm-wide, from investment strategy to marketing and so on. We took the advice to up our game in the area of product and marketing collateral, as we are looking to grow and to add more product,” said the Director of Digital Experience. “We are expanding our target audience to more third-party distributors (RIAs, broker dealers, etc.), so having quality collateral that represents

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