List of SS&C Client Communications Customers
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United States
Since 2010, our global team of researchers has been studying SS&C Client Communications customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Client Communications for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Client Communications for CRM and Investor Relationship Management include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, CGS-CIMB Singapore, a Singapore based Banking and Financial Services organisation with 500 employees and revenues of $75.0 million, OHV Asset Management Netherlands, a Netherlands based Banking and Financial Services organisation with 100 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Client Communications, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Client Communications customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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CGS-CIMB Singapore | Banking and Financial Services | 500 | $75M | Singapore | SS&C Technologies | SS&C Client Communications | CRM and Investor Relationship Management | 2022 | n/a | In 2022, CGS-CIMB Singapore deployed SS&C Client Communications as part of SS&C's Global Wealth Platform, GWP, and SS&C Vision FI to operationalize a new wealth management business across Singapore and Malaysia. The deployment targeted CRM and Investor Relationship Management functionality focused on client reporting, statement generation, onboarding workflows and consolidated holdings reporting. Implementation configured the SS&C Client Communications engine for templated client statements and consolidated reporting, and implemented onboarding modules to capture client profiles and account relationships. Configuration work included client data model harmonization and report template management to enable a single view of client holdings and cross account consolidation for wealth advisors and client service teams. The solution integrated SS&C Vision FI and Global Wealth Platform GWP to feed transactional and custody position data into SS&C Client Communications, centralizing reporting data flows across APAC. Operational scope covered wealth management, client services and operations teams in Singapore and Malaysia, supporting advisor facing reports and automated client statement distribution. Rollout established centralized template governance, version control for client communications and operational workflows for onboarding and statement production, aligning report cadence and distribution controls. The implementation enabled faster onboarding and a single view of client holdings as stated, supporting the new wealth management business across the region. | |
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LPL Financial | Insurance | 8400 | $10.1B | United States | SS&C Technologies | SS&C Client Communications | CRM and Investor Relationship Management | 2018 | n/a | In 2018, LPL Financial selected SS&C's Black Diamond Wealth Platform for inclusion in its Vendor Affinity Program, making SS&C Client Communications and reporting capabilities available to its advisor network. LPL Financial positioned SS&C Client Communications within the CRM and Investor Relationship Management category to extend advisor-facing client communications, client reporting, and investor relationship workflows. The implementation signal centers on client communications and reporting modules, including client statement generation, consolidated reporting, and advisor-facing CRM features aligned with typical investor relationship management workflows. Configuration and functional scope are oriented around client communications orchestration, reporting templates, and advisor delivery channels consistent with CRM and Investor Relationship Management category capabilities. Operational coverage was scoped to LPL-affiliated advisors in the United States through the Vendor Affinity Program, affecting advisor practices, client service teams, and wealth management operations rather than being a firmwide core banking substitution. No specific system integrations were disclosed in the source, the availability was conveyed as an offering to the advisor network rather than a named enterprise integration program. The Vendor Affinity Program mechanism indicates a programmatic governance and provisioning model for third party vendor access and advisor onboarding, enabling controlled distribution and adoption across LPL’s advisor base. It is reasonable to infer that making Black Diamond available through the program resulted in usage of SS&C client communications and reporting features by LPL-affiliated advisors, expanding access to SS&C's CRM and client communications functionality. | |
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OHV Asset Management Netherlands | Banking and Financial Services | 100 | $25M | Netherlands | SS&C Technologies | SS&C Client Communications | CRM and Investor Relationship Management | 2018 | n/a | In 2018, OHV Asset Management Netherlands implemented SS&C Client Communications to deploy an interactive client communications portal and automated reporting for private wealth clients and intermediaries. The project addressed CRM/client communications and reporting requirements and is described as part of the CRM and Investor Relationship Management category. OHV selected SS&C's Vision FI to deliver portal capabilities and automated production of client reports for the Netherlands and a broader European client base. The implementation configured portal modules for secure client access, templated report generation, scheduled publishing, and role based views for intermediaries and advisors. SS&C Client Communications was configured to automate production workflows, centralize client communication tasks, and manage templating and formatting for recurring and ad hoc investor reports. Functional capabilities implemented reflect standard CRM and Investor Relationship Management workflows including segmentation, distribution orchestration, and content versioning. Rollout targeted private wealth servicing teams and intermediary channels, changing operational workflows around report assembly, approval, and publishing. Governance controls were introduced for content approval and automated publishing pipelines to standardize report delivery and reduce manual handoffs. According to OHV, the deployment improved client engagement and reduced time to create and publish reports while consolidating CRM and reporting responsibilities within SS&C Client Communications. |
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