The SS&C AI Agent catalogue was unveiled at SS&C’s Deliver conference late last month.
SS&C Technologies recently launched a catalogue of agentic artificial intelligence managed services offerings for financial services firms that are intended to streamline operations by being combined with workflow capabilities.
The SS&C AI Agent catalogue, based on the offerings from SS&C Blue Prism, was unveiled at SS&C’s Deliver conference in Phoenix late last month.
“Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely and at scale,” according to the announcement. “The SS&C AI Gateway provides secure, auditable, and compliant access to large language models (LLMs). The gateway employs real-time guardrails for advanced security and data loss protection, real-time risk monitoring, and explainability of actions.”
SS&C officials say they offer “a range of deployment options, including hosting the AI Agents and AI Gateway on privately owned GPU infrastructures in ISO-compliant datacenters, ensuring full custody of client data. SS&C also offers Agent Services for custom-built AI agent solutions to support individual customers’ specific requirements.”
The types of agentic A.I. offerings available through the catalogue “are based on solving common business problems our customers face, and where we have already solved for these problems internally using A.I.,” Brian Halpin, senior managing director, automation, at SS&C, tells FTF News. “The solutions are pre-built, have undergone a robust governance process and have been tested against a specific business challenge. The pre-build accelerates the time to deploy for a customer, reduces the risk, and reduces the dependency on scarce A.I. knowledgeable resources.”
The SS&C AI Agent Catalogue offers “agents designed for contract analysis, trade reconciliation and validation, invoice processing, and other common yet complex operational workflows,” officials say. “Each agent can be deployed as-is or customized … which enables clients to design and train agents tailored to their specific business needs.”
SS&C officials add that their agentic A.I. offerings are intended to streamline business operations.
“AI Agents combine with other workflow capabilities such as business process management and robotic process automation [RPA] to solve for more complex business problems than was previously possible,” Halpin says. “Once an agent is built and deployed, it is embedded in an existing workflow or can be called directly by a human worker to carry out a specific complex activity. Unlike existing process automation capabilities, AI Agents require less specific instruction. The AI Agents can reach the desired outcome through adapting their workflow in real-time to the variable business scenarios, are extremely good at dealing with unstructured data, and generating customer communications and other outputs.”
For instance, “A..I is well equipped to handle large datasets quickly and accurately, making it perfect for complex compliance and risk management tasks,” according to SS&C. “Using advanced A.I. algorithms, vertical A.I. agents can monitor transactions and flag any anomalies that might indicate fraudulent activity.”
In another example, SS&C, via a case study, notes that collateral management can benefit from agentic A.I.
“Manual processing of margin call instructions from emails and spreadsheets requires speed and precision to optimize client margin call movements and avoid costly penalties. To improve this process, SS&C GlobeOp introduced a Collateral Margin Call Agent that has reduced delays, improved accuracy and enhanced service delivery,” according to SS&C.
“The Collateral Margin Call Agent operates 24/7, monitoring a dedicated email inbox for new instructions. Upon detecting a message, it downloads, reads and extracts structured or unstructured content and sends it to the SS&C AI Gateway, an AI governance platform. There, a proprietary generative AI model interprets the data and identifies key fields like fund name, counterparty and margin amount. The results are matched against a client-specific mapping file, then compiled into a standardized format and transmitted via API to the margin call engine — triggering margin call movements,” according to SS&C.
“Human intervention is only required for flagged exceptions, streamlining operations and minimizing error risk. Agent scans designated inbox for new instructions,” officials say. “SS&C GlobeOp now handles up to 98 percent of manual margin call instructions in real-time through straight through processing. It has boosted operational accuracy and efficiency while delivering a superior client experience.”
SS&C Blue Prism’s offerings combine orchestration, automation, and A.I., officials say.
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