Transform NOW

363. Transforming SS&C with AI-Enabled Digital Labor


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In this episode, Brad Hairston talks with Brian Halpin, Head of Automation at SS&C, who explains how a large-scale internal automation program he has led for the past two years has achieved significant tangible benefits as well as changed the mindset of the organization in areas like upskilling, product innovation, and the ways in which SS&C solves customer problems.

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Here’s what we talked with Brian about: 

*The origins of the internal automation effort at SS&C Technologies

*Why this program was a strategic move versus strictly a cost-cutting measure

*The benefits achieved to date

*Critical success factors

*How this initiative has affected the mindset of SS&C in terms of product innovation, product extensions, and bringing a new approach to solving customer problems

*Lessons learned from the internal automation program that are applicable even to small to midsized financial services companies

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