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The adoption of agentic AI in highly regulated industries requires proven, secure, and governed solutions. SS&C Technologies has launched a catalogue of AI agents specifically designed for financial services and healthcare firms. These outcome-focused agents are delivered as a managed service to help organizations overcome operational bottlenecks and talent shortages securely and at scale.
SS&C has launched a catalogue of pre-built AI agents for financial services and healthcare.
The agents are proven within SS&C's own operations before being offered to clients.
American Life & Security Corp. is an early adopter, using it to streamline private credit operations.
The agents are built on the SS&C AI Gateway, an enterprise-grade governance platform.
Deployment options include private GPU infrastructure for full client data custody.
Use cases include credit processing, contract analysis, trade reconciliation, and invoice processing.
The AI agents are designed to simplify complex, document-intensive tasks such as credit processing and contract validation. They are built on the SS&C AI Gateway, the company's enterprise-grade AI governance platform. A key differentiator is that each agent is developed, tested, and deployed within SS&C's own operations as "Customer Zero" before being released, ensuring proven performance and measurable ROI.
One of the first customers to evaluate the technology is American Life & Security Corp. The firm is leveraging the Credit Agreement Document Agent to streamline its private credit operations. The AI agent continuously reviews and updates lengthy loan documents, significantly reducing the time and errors associated with manual review.
Georgette Nicholas, CEO of American Life, commented on the selection, stating, “SS&C’s AI agent offering stood out due to its successful implementation within the firm’s own operations. The ability to update credit agreements almost in real time will be transformative allowing our team to focus on higher-value work instead of manual upkeep.”
Rob Stone, General Manager of Intelligent Automation & Analytics at SS&C, explained the internal-driven approach, saying, “As Customer Zero, we understood the need for tried and tested purpose-built solutions backed by strong governance and experienced support. With this offering, we are aiming to enable our customers to realize value from agentic AI safely, securely and quickly.”
The underlying SS&C AI Gateway provides secure, auditable access to large language models, employing real-time guardrails for security, data loss protection, and risk monitoring. SS&C offers deployment on privately owned GPU infrastructure in ISO-compliant data centers, ensuring clients maintain full custody of their sensitive data.
This launch represents a significant step in bringing industrial-grade, responsibly governed AI automation to the core operational workflows of two of the world's most regulated industries, enabling them to achieve new levels of efficiency and accuracy.
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.
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