SS&C Technologies has launched “a generative A.I.-based sales enablement solution” that officials say they developed with Thornburg Investment Management and integrated into customer relationship management (CRM) platforms. The new solution is intended to provide sales teams with “fast, consolidated access to critical financial advisor insights,” according to SS&C. “Leveraging GenA.I., the application enhances the process… Read More >>
State Street Pays $88M to Settle Overbilling Charges
State Street Bank and Trust Company will pay more than $88 million to settle allegations that it overcharged mutual funds and other registered investment company clients for expenses related to the firm’s custody of client assets, according to a Securities and Exchange Commission (SEC) report. The overcharges allegedly included a “secret markup that State Street… Read More >>
