SS&C Vision FI is an advanced client communication platform tailored for financial institutions. It revolutionizes the way organizations deliver personalized client stories by offering a comprehensive suite of tools for data integration, report design, multi-channel distribution, workflow management, and interactive client engagement. The platform's key strength lies in its ability to aggregate data from various systems seamlessly, provide agile design capabilities, and distribute content through clients' preferred channels. Vision FI's workflow management features ensure compliance and quality assurance, while its interactive web portal offers clients secure, on-demand access to reports and dashboards. By streamlining the communication process, Vision FI enables financial institutions to produce high-quality, customized reports more efficiently, ultimately freeing up valuable time for teams to focus on value-added activities.

Key Features

Data Integration Seamlessly aggregate data from various systems

• System-agnostic approach for comprehensive data collection
• Elimination of repetitive extract, transform, and load processes

Agile Design and Production Quickly create customized reports with ease

• Drag-and-drop browser interface for efficient report creation
• Pre-built templates and from-scratch design options

Multi-channel Distribution Deliver communications through clients' preferred channels

• Support for print, email, and web portal distribution
• Flexible CRM and CMS integration for seamless experience

Workflow Management Streamline approval processes and ensure compliance

• Automated validation with full audit trails
• Custom-tailored checks for risk, data, and processing issues

Interactive Web Portal Provide secure, on-demand access to reports and dashboards

• Support for third-party tools like chat and video
• Integration of market data widgets

Benefits

Increased Efficiency Streamline communication processes and save time

• Reduce report production time from hours to minutes
• Free up team members to focus on value-added work

Enhanced Client Experience Deliver personalized and engaging client communications

• Customize reports to meet specific client requirements
• Offer multiple channels for accessing information

Improved Compliance and Quality Assurance Ensure adherence to regulatory requirements

• Full audit trails at every stage of the workflow
• Automated validation and custom-tailored checks

Data-Driven Insights Leverage comprehensive data integration for better decision-making

• Aggregate data from various systems, including accounting and risk analytics
• Access usage metrics to gauge client engagement