List of SS&C Technologies Precision LM Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Technologies Precision LM 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 Technologies Precision LM for Loan 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 Technologies Precision LM for Loan Management include: CUNA Mutual, a United States based Insurance organisation with 3300 employees and revenues of $4.05 billion, American Equity, a United States based Banking and Financial Services organisation with 995 employees and revenues of $2.70 billion, Sun Life Malaysia, a Malaysia based Insurance organisation with 600 employees and revenues of $100.0 million, A10 Capital, a United States based Construction and Real Estate organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Technologies Precision LM, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A10 Capital | Construction and Real Estate | 20 | $2M | United States | SS&C Technologies | SS&C Technologies Precision LM | Loan Management | 2022 | n/a |
In 2022, A10 Capital adopted SS&C Technologies Precision LM as its direct lending, loan servicing and asset management platform. SS&C Technologies Precision LM, categorized as Loan Management, was selected to support a $2.4 billion servicing portfolio and to improve borrower self-service and workflow efficiencies in the United States. Implementation was underway at the time of the announcement and concentrated on the core business functions of origination, servicing and investor accounting.
The deployment emphasized configuration of origination workflows, servicing ledgers and investor accounting modules, aligning loan lifecycle processing with operational finance and loan servicing controls. The platform implementation sought to centralize loan data, enable borrower self service channels and standardize servicing workflows to reduce manual handoffs and improve borrower experience. Functional capabilities referenced include direct lending servicing, asset management and borrower portal functionality through SS&C Technologies Precision LM.
Operational scope covered United States finance and loan servicing teams responsible for the servicing portfolio, with the initial rollout focused on origination to servicing continuity and investor accounting reconciliations. Governance and process adjustments targeted workflow orchestration between origination, servicing and investor reporting to institutionalize standardized servicing procedures. Outcomes explicitly stated in the deployment announcement were improved borrower self service and enhanced workflow efficiencies.
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American Equity | Banking and Financial Services | 995 | $2.7B | United States | SS&C Technologies | SS&C Technologies Precision LM | Loan Management | 2021 | n/a |
In 2021 American Equity selected SS&C Technologies Precision LM to migrate and manage a $5.4 billion portfolio of commercial, agricultural and residential mortgage loans for its Des Moines based lending business. The deployment targeted core Loan Management activities, centering on loan servicing and portfolio accounting within the United States, and positioned SS&C Technologies Precision LM as the central system for servicing operations and finance workflows.
Configuration focused on loan servicing modules and portfolio accounting capabilities, with implementation of automation for servicing workflows, operational controls and regulatory reporting. The work also incorporated document management and borrower and lender collaboration features, leveraging SS&C Technologies Precision LM functionality to consolidate servicing records and support audit ready reporting.
Rollout and operational scope addressed finance and loan servicing functions across the Des Moines lending business, following American Equitys 2021 purchase. The initiative was intended to simplify reporting, improve document management and enhance borrower and lender collaboration while automating routine servicing and regulatory reporting processes.
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CUNA Mutual | Insurance | 3300 | $4.0B | United States | SS&C Technologies | SS&C Technologies Precision LM | Loan Management | 2019 | n/a |
In 2019, CUNA Mutual Group selected SS&C Technologies Precision LM to streamline origination, servicing, accounting, asset management and regulatory reporting for its commercial mortgage loan portfolio in the United States. The SS&C Technologies Precision LM deployment is categorized under Loan Management and was scoped to centralize loan data and standardize lifecycle workflows for finance and loan servicing functions.
The implementation covered core Loan Management capabilities, including automated loan origination workflows, servicing ledger and payment processing controls, accounting subledger support, asset management tracking and investor and regulatory reporting engines. The engagement explicitly replaced manual processes and spreadsheets, and the system was configured to support investor reporting and regulatory reporting workflows alongside day to day loan servicing operations.
Governance and rollout focused on consolidating finance and loan servicing processes around a single system of record, moving ownerable reporting tasks into automated reporting pipelines and instituting data controls to improve accuracy. The selection and deployment in 2019 were intended to improve automation, data accuracy and operational efficiency for CUNA Mutual Group’s commercial mortgage servicing and investor/regulatory reporting activities.
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Insurance | 600 | $100M | Malaysia | SS&C Technologies | SS&C Technologies Precision LM | Loan Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating SS&C Technologies Precision LM
- The Hartford Insurance Group, a United States based Insurance organization with 19900 Employees
- Canada Life, a Canada based Insurance company with 11763 Employees
- Ma Hotel Management, a Australia based Leisure and Hospitality organization with 40 Employees
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