Vision FI (Financial Intermediary Solutions) from SS&C Technologies

A digital engagement and marketing automation platform tailored for fund distributors and asset managers. Features include automated communications, advanced analytics, performance reporting, campaign management, and compliance tools for intermediary sales.

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Product analysis by function

Marketing Automation Platforms for Distribution & Sales

Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms More Distribution & Sales ...

Campaign Management
(0 Yes /0 Known /12 Possible features)

Lead Management & Nurturing
(0 Yes /0 Known /11 Possible features)

Analytics & Reporting
(0 Yes /0 Known /11 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

User Management & Collaboration
(0 Yes /0 Known /7 Possible features)

Personalization & Dynamic Content
(0 Yes /0 Known /6 Possible features)

Regulatory Compliance & Security
(0 Yes /0 Known /8 Possible features)

Journey Orchestration & Automation
(0 Yes /0 Known /6 Possible features)

Content Management
(0 Yes /0 Known /9 Possible features)

Data Quality & Management
(0 Yes /0 Known /9 Possible features)

Support & Training
(0 Yes /0 Known /8 Possible features)

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Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print.		No information available
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments.		No information available
A/B Testing Functionality for split testing elements such as subject lines or offers.		No information available
Segmentation Ability to segment audiences based on attributes or behaviors.		No information available
Personalization Dynamic modification of content within campaigns based on user data.		No information available
Template Library A pre-built library of campaign and email templates.		No information available
Approval Workflows System for campaign reviews and approvals by multiple stakeholders.		No information available
Version Control Ability to manage revisions and restore previous versions of campaigns.		No information available
Campaign Cloning Quick duplication and re-use of previous campaigns.		No information available
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints.		No information available
Campaign Capacity Maximum number of simultaneous campaigns supported.		No information available
Audience Size Supported The number of contacts or audience members the platform can handle per campaign.		No information available

Lead Capture Integration with web forms, landing pages, and offline channels to capture leads.		No information available
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement.		No information available
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows.		No information available
CRM Integration Native or API connections to CRM systems for seamless lead handover.		No information available
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records.		No information available
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing.		No information available
Lead Source Tracking Tracking the original source of each lead for ROI analysis.		No information available
Contact Enrichment Automatic enhancement of lead profiles with third-party data.		No information available
Workflow Triggers Event-based automation for lead engagement or notifications.		No information available
Lead Assignment Automated routing of leads to sales or relationship managers.		No information available
Lead Database Size Maximum number of leads supported in the platform.		No information available

Real-time Dashboards Instant visualizations of campaign and lead data.		No information available
Customizable Reporting Ability to build custom reports with chosen metrics and filters.		No information available
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey.		No information available
ROI Tracking Measurement of the financial return for each campaign or channel.		No information available
Funnel Analysis Visualization and analytics of how leads progress through sales stages.		No information available
Export Options Download reports in multiple formats (CSV, XLS, PDF).		No information available
Scheduled Reporting Automated periodic delivery of reports to stakeholders.		No information available
KPI Monitoring Tracking and alerting of marketing key performance indicators.		No information available
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible.		No information available
Analytics API Programmatic access to analytics data for third-party tools.		No information available
Report Generation Speed Average time required to generate a report.		No information available

Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics.		No information available
Open API Access Availability of application programming interfaces for custom connections.		No information available
Data Import/Export Support for importing and exporting contacts, data, and campaign results.		No information available
Fund Platform Integration Connection to fund management and distribution systems.		No information available
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking).		No information available
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs.		No information available
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking.		No information available
Marketing Data Warehousing Centralized storage for structured marketing data.		No information available
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency.		No information available
Single Sign-On (SSO) Integration with corporate authentication systems.		No information available

Role-based Access Control Customisable permissions and user roles for security and process management.		No information available
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting.		No information available
Multi-user Collaboration Simultaneous, real-time work on campaigns and data.		No information available
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns.		No information available
Team Task Assignment Delegation of tasks or campaign steps to teammates.		No information available
Approval Workflows Pre-defined stages for approval and stakeholder signoff.		No information available
User Capacity Number of users that can simultaneously access the platform.		No information available

Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences).		No information available
Dynamic Web Content Show different website experiences based on client segment or behavior.		No information available
Recommendation Engine AI-driven recommendations for investment products or educational resources.		No information available
Conditional Messaging Automated display of content based on rules/triggers.		No information available
Personalization Rules Capacity Maximum number of complex rules supported for content personalization.		No information available
Multi-language Support Personalized communications in multiple global languages.		No information available

Consent Management Capture and manage client communication preferences and regulatory consents.		No information available
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards.		No information available
Audit Trails Recordkeeping of all user, system, and client actions.		No information available
Data Encryption Encryption of data at rest and in transit.		No information available
Role-based Permissions Granular user access controls based on roles.		No information available
Data Retention Policies Automated enforcement of data retention and purging policies.		No information available
PII Data Masking Masking of personally identifiable information in UI and exports.		No information available
Access Logging Monitoring and logging all data access and changes.		No information available

Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences.		No information available
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals.		No information available
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys.		No information available
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates.		No information available
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently.		No information available
Journey Length Supported Maximum number of steps or events within a single customer journey.		No information available

Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc).		No information available
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval.		No information available
Document Version Control Track changes and revert to prior versions of documents.		No information available
Approval Workflows for Content Structured process for internal content review and signoff.		No information available
Bulk Asset Upload/Download Efficient handling of large quantities of content files.		No information available
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors).		No information available
Branding Controls Enforce corporate brand guidelines through templates and permissions.		No information available
Digital Rights Management Control the usage and distribution rights of digital assets.		No information available
Content Repository Size Total storage allocated for content assets.		No information available

Data Validation Automated checks to ensure records are entered in the correct format.		No information available
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts.		No information available
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data.		No information available
Custom Field Support Support for a wide variety of field types and custom records.		No information available
Data Import Wizard Guided processes for uploading and mapping externally-sourced data.		No information available
Change History Tracking Complete record of data modifications for audit and troubleshooting.		No information available
Data Access API Available APIs for accessing data programmatically.		No information available
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction.		No information available
Data Storage Capacity Maximum database size for all customer and marketing data.		No information available

24/7 Support Availability Access to technical support and troubleshooting around the clock.		No information available
Onboarding Services Guided onboarding and setup assistance for new customers.		No information available
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform.		No information available
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides.		No information available
User Training Webinars Regularly-held training for platform end-users.		No information available
In-app Guidance Contextual help and walkthroughs within the application interface.		No information available
Support Response SLA Published service level agreement for support response time.		No information available
Community Forums Access to a user community for sharing tips and best practices.		No information available

Vision FI (Financial Intermediary Solutions) from SS&C Technologies

Product analysis by function

Marketing Automation Platforms for Distribution & Sales

Campaign Management (0 Yes /0 Known /12 Possible features)

Lead Management & Nurturing (0 Yes /0 Known /11 Possible features)

Analytics & Reporting (0 Yes /0 Known /11 Possible features)

Integration & Connectivity (0 Yes /0 Known /10 Possible features)

User Management & Collaboration (0 Yes /0 Known /7 Possible features)

Personalization & Dynamic Content (0 Yes /0 Known /6 Possible features)

Regulatory Compliance & Security (0 Yes /0 Known /8 Possible features)

Journey Orchestration & Automation (0 Yes /0 Known /6 Possible features)

Content Management (0 Yes /0 Known /9 Possible features)

Data Quality & Management (0 Yes /0 Known /9 Possible features)

Support & Training (0 Yes /0 Known /8 Possible features)