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SS&C Technologies Holdings, Inc. today announced the launch of a generative AI-powered sales enablement solution developed in collaboration with Thornburg Investment Management, Inc. The tool integrates directly into CRM platforms, delivering fast, consolidated access to critical financial advisor insights and enhancing preparation for digital and in-person advisor interactions.
Leveraging GenAI, the application aggregates and summarizes content from multiple sources, surfacing actionable sales preparation insights within CRM systems. It also incorporates an advanced analytical model to prioritize advisors and advisor teams within each sales territory. The solution is now live for Thornburg’s intermediary sales team and connects seamlessly with individual salespeople’s calendars and email.
“Our collaboration with Thornburg exemplifies how SS&C can help clients leverage the power of GenAI,” said Lee Kowarski, Head of Distribution Solutions at SS&C. “Thornburg’s sales professionals can spend less time searching for information and more time building meaningful relationships with advisors. We look forward to continuing our work with Thornburg and with other clients on bespoke solutions that support distribution.”
The new “Sales Prep” tool streamlines the advisor engagement process by automating content aggregation and summarization, ensuring sales professionals have relevant, up-to-date information readily available within their existing CRM environment. This reduces manual research time and supports more informed, impactful conversations with financial advisors.
“The new ‘Sales Prep’ tool empowers our intermediary sales and marketing teams with actionable insights and unlocks efficiency," said Jesse Brownell, Global Head of Distribution and Managing Director at Thornburg. “SS&C’s solution helps Thornburg continue to provide a best-in-class experience to our advisor clients and enables more impactful client conversations.”
By combining GenAI capabilities with advanced prioritization analytics, the solution helps Thornburg’s sales teams operate more efficiently while maintaining high standards of advisor service and relationship management.
SS&C’s Distribution Solutions business offers asset managers industry-leading tools for data management, analytics, bespoke sales enablement, and consulting to optimize product distribution through financial intermediaries.
About Thornburg Investment Management
Thornburg is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm with $55 billion in client assets (includes $53.3 billion in assets under management and $1.2 billion in assets under advisement) as of December 31, 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London.
About SS&C Technologies
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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