What were the contributing factors behind the successful year that led to this award? 
The success of the year can be attributed to a combination of factors. First and foremost is our commitment to listening and learning from our clients. At SS&C, every client has a voice, and we have prioritised expanding opportunities for them to share their perspectives.
For instance, we extended our Client Advisory Board (CAB) programme with a dedicated Private Markets CAB that went beyond the hedge funds sector. Additionally, we established structured feedback loops to ensure our clients’ tactical and strategic objectives and concerns reach the appropriate decision-makers within our organisation.
Another contributing factor has been the expansion of our talent pool. We have increased our international presence, enabling us to serve existing clients while broadening into new geographies. We also welcomed additional relationship managers to the team, providing enhanced coverage and personalised support across our diverse customer base.
Finally, our focus on business integration played a critical role. By pairing our most senior relationship managers with specific business lines – such as hedge funds, private markets, and registered products – we ensure our clients’ voice is consistently represented at the highest levels. This structure also allows us to deliver real-time business updates to our clients, fostering transparency and trust.
Could you outline some of the main achievements and milestones from the year?
This past year was marked by several significant achievements and milestones. One of our key accomplishments was improving our governance structure. We implemented a regular cadence for monitoring client sentiment through ratings and metrics, allowing us to identify real-time patterns and insights. This enabled us to expedite problem solving and respond dynamically to client concerns, ensuring their needs are met promptly and effectively.
We also made considerable strides in expanding our reach. By deepening
our team’s expertise and growing our international presence, we positioned ourselves to better serve clients across multiple regions. Additionally, we partnered across all business areas to embed client service and best practices into every aspect of our operations, reinforcing our commitment to delivering exceptional outcomes.
How do you plan to build on this success going forward?
Looking ahead, one key initiative involves expanding our CAB programmes internationally, reflecting our commitment to global growth. We focus on regions such as EMEA and APAC, including Luxembourg, Ireland, Abu Dhabi, Australia, and GIFT City in India. This growth strategy is complemented by our effort to support clients entering international jurisdictions for the first time, leveraging our expertise to guide them through the nuances of new markets, asset classes, and products.
We also aim to ensure our clients recognise the full value of working with a large, global firm staffed by seasoned professionals. Whether it’s helping them explore new opportunities, providing tailored solutions, or navigating emerging private market product types and innovative capital mechanisms such as retail, we are here to support their ambitions. By communicating key developments, challenges, and trends across our client base, we aim to promote shared learning and use our collective knowledge to drive better solutions for all.
Finally, technology will remain a cornerstone of our strategy. We are committed to evolving our proprietary technology in line with client feedback, particularly from market leaders. Data and transparency are recurring themes across our client population. We are developing insights tools to enable clients to access their data via a self-service platform.