Customer Communication Agent

When a customer inquiry needs a written response, manually creating letters is time-consuming. Using the Customer Communication Agent, powered by AI, to automate the process removes manual steps, creating tailored customer letters faster, and with operational and regulatory compliance.

When a customer inquiry is received, a hard copy response must be sent to meet standard operating practice or regulatory requirements. Once the inquiry has been investigated and resolved, the internal notes need to be transferred to a customer letter. This must be in the format and style required, using preferred language and including reformatted, customer-friendly case notes. Any appropriate enclosures can be added, such as an application form or account statement. An employee performs a quality assurance review, making any necessary edits before approving the letter. The agent adds any requested enclosures and sends these with the customer letter.

SS&C's Managed Service offering for the Customer Communication Agent implements the process according to client specs, hosts the solution in a secure cloud environment, and maintains and manages the solution. All LLM access is via an AI governance component developed specifically to keep AI processing secure.

Redefine productivity and empower your teams to break new ground, deliver better results and gain a competitive advantage – all while making the experience better for everyone – using the latest cutting-edge AI, automation and orchestration. Take comfort in knowing this solution is built and tested in the SS&C Innovation lab and already utilized by SS&C GIDS, sending tailored letters to customers faster while retaining compliance, allowing staff to deliver greater value to customers.

Reimagine your organization by making agentic operational, not just aspirational. Together, let's shape a future where your people and technology thrive together, driving unprecedented success and enabling the smart workplace of tomorrow. Put autonomous work at the heart of your success.