SS&C Technologies Holdings, Inc. has launched an AI agent catalogue designed for financial services and healthcare organizations. These outcome-focused AI agents are developed to simplify complex operations, including credit processing and contract validation, and are delivered as a managed service to help firms address talent shortages and operational bottlenecks securely and at scale.
Rob Stone, General Manager, Intelligent Automation & Analytics at SS&C, stated that intelligent automation and AI have enabled transformation for their organization, introducing new levels of business and revenue growth with speed and scale.
American Life, a rapidly growing carrier in the annuity and retirement space based in Lincoln, Nebraska, is among the first customers to evaluate an SS&C AI Agent. The firm is leveraging SS&C’s Credit Agreement Document Agent to streamline processing within its private credit operations. This AI agent continuously reviews and updates lengthy loan documents, aiming to reduce the time and errors associated with manual review. SS&C itself reported a significant reduction in internal credit processing times by utilizing this technology.
Georgette Nicholas, CEO of American Life, noted that SS&C’s AI agent offering was compelling due to its successful implementation within SS&C’s own operations. She added that the capability to update credit agreements almost in real time is expected to be transformative, allowing her team to concentrate on higher-value work instead of manual upkeep. This adoption aligns with American Life’s commitment to advancing innovation within the annuity and retirement sector.
Each AI agent is built on SS&C AI Gateway, the company’s enterprise-grade AI governance platform. Agents undergo development, testing, and deployment within SS&C’s internal operations before being released to customers, ensuring proven performance, compliance, and measurable return on investment. Mr. Stone also mentioned that as “Customer Zero,” SS&C understood the need for tested, purpose-built solutions supported by strong governance and experienced assistance, aiming to enable customers to realize value from agentic AI safely, securely, and rapidly.
The SS&C AI Gateway provides secure, auditable, and compliant access to large language models (LLMs). It incorporates real-time guardrails for advanced security and data loss protection, real-time risk monitoring, and explainability of actions. SS&C offers various deployment options, including hosting AI Agents and the AI Gateway on privately owned GPU infrastructure in ISO-compliant data centers, ensuring full custody of client data. Additionally, SS&C provides Agent Services for custom-built AI agent solutions to meet specific client requirements.
Beyond credit processing, SS&C’s AI Agent Catalogue includes agents designed for tasks such as contract analysis, trade reconciliation and validation, and invoice processing, among other common but complex operational workflows. Each agent can be deployed as-is or customized through SS&C Agent Services to design and train agents tailored to specific business needs.
SS&C Technologies, founded in 1986 and headquartered in Windsor, Connecticut, is a global provider of services and software for the financial services and healthcare industries. The company serves over 23,000 financial services and healthcare organizations worldwide.
