Technologists love to talk about the potential of AI. Every conference, thought piece, and vendor pitch seems focused on what artificial intelligence could do tomorrow. But what about what it’s doing today? This is exactly the case with agentic AI, the next evolution of the technology that transforms AI into a more autonomous and proactive solution.
While many are still debating possibilities, organizations like SS&C are busy putting it to work. Every day, SS&C already runs agentic AI internally across their operations, which process over $4 trillion in customer assets. They’re not just selling the technology; they’re using it themselves. This hands-on experience has given them insights into what actually works when deploying agents at enterprise scale.
SS&C’s deployment is impressive: agents support thousands of users operating in a highly regulated industry, who process millions of trades, reports, emails, and documents annually. These agents handle everything from reconciliations, regulatory reports, investor onboarding, and loan processing.
SS&C Blue Prism will host the webinar: Agentic AI from Lab to Launch: Real Impact, Real Results on July 9th, and will demonstrate how the SS&C Innovation Lab is already leveraging the technology to help run customer operations responsibly and at scale.
Joining the discussion will be Rob Stone, SVP and General Manager of Intelligent Automation and Analytics at SS&C Technologies, and Natalie Keightley, VP of Product Marketing at SS&C Blue Prism. They will be accompanied by Nick Wright, Head of Global Investor and Distribution Solutions (GIDS) at SS&C, who will share a customer perspective on Agentic AI’s impact across his business portfolio—including Transfer Agency, Retirement Solutions, and Investor Servicing. With previous senior roles at State Street, Investors Trust Europe, Northern Trust, AXA, and National Mutual, Nick brings extensive industry expertise to the discussion. They will explore real-world examples of agentic AI in action, lessons learned from SS&C’s internal deployment, how to release agentic AI securely and successfully in complex environments, and outline SS&C’s governance framework that supports their operations.
SS&C Blue Prism, a subsidiary of the $25 billion enterprise SS&C Technologies, is on a mission to help regulated businesses streamline and optimize their workflows through the power of agentic automation. Blue Prism combines AI-driven software with deep industry expertise to provide clients with a powerful agentic solution.
One example is how SS&C GIDS has tripled the speed of personalized outbound customer communications. SS&C GIDS provides business process outsourcing services to clients, handling customer communications tasks such as answering phone calls, updating information, and addressing inquiries. The company serves a diverse portfolio, including 20 of the world’s largest asset management firms, managing high-volume communications like detailed asset sale instructions and processing information changes.
Previously, when customers submitted verbal or written requests, SS&C GIDS employees had to manually investigate each case, review information, generate personalized letters with appropriate terminology, and send responses to end customers—a time-intensive process requiring significant human oversight.
Today with Agentic AI, that process is streamlined, faster, and more accurate. An agent retrieves the case, validates the information, and submits a prompt to the Large Language Model (LLM), which generates a personalized letter based on the data, using terminology familiar to the customer. All data remains local in the SS&C Cloud, and each request is logged for auditing and model improvement. The generated letter undergoes a quality control review, which includes employee oversight, before being adjusted if necessary and sent to the customer.
SS&C GIDS now processes outbound customer communications three times faster, saves 886,000 hours per year, and, with full confidence in the accuracy of data, frees skilled staff to work on higher-value tasks. These aren’t projections or pilot program metrics—they’re production numbers from live operations.
What’s refreshing about SS&C’s approach is the focus on operational reality rather than theoretical potential. In an industry often caught up in the next big thing, there’s value in examining what’s working today. Agentic AI might not be the silver bullet that transforms everything overnight, but as these real-world applications show, it is already proven to deliver transformation when implemented programmatically with clear objectives and guardrails.
For more details about the July 9th webinar visit the registration page here and sign up for the webinar here.
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