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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.
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.
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Campaign Management
(10 Yes /10 Known /12 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. |
Vision FI explicitly markets multi-channel campaign execution, including email, social and web; typical for engagement/marketing automation in fund distribution. | |
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Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
Product documentation and marketing describe advanced campaign scheduling for different segments and channels. | |
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A/B Testing Functionality for split testing elements such as subject lines or offers. |
A/B testing is standard in campaign management and mentioned in SS&C Vision FI platform feature set. | |
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Segmentation Ability to segment audiences based on attributes or behaviors. |
Segmentation of intermediaries and investors is a highlighted feature for tailored campaigns. | |
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Personalization Dynamic modification of content within campaigns based on user data. |
Personalization is central to Vision FI's offering, with dynamic content for advisors and segments. | |
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Template Library A pre-built library of campaign and email templates. |
A built-in template library for campaigns and emails is demonstrated in Vision FI documentation. | |
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Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Approval workflows are available to ensure compliance and internal review of campaigns and marketing materials. | |
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Version Control Ability to manage revisions and restore previous versions of campaigns. |
No information available | |
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Campaign Cloning Quick duplication and re-use of previous campaigns. |
Campaign cloning/duplication is a common time-saver feature in Vision FI's campaign modules. | |
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Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Omni-channel coordination and orchestration mentioned across platform collateral for consistent messaging. | |
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Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
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Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
undefined Scales to large distributor, advisor and investor populations. While max audience size is not quoted, references suggest high-volume use. |
Lead Management & Nurturing
(10 Yes /10 Known /11 Possible features)
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Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Lead capture via forms, CRM integration and event tools described in Vision FI materials. | |
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Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
Automated lead scoring available and described in sales-focused workflows. | |
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Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated nurture tracks for intermediaries and investors are a key capability. | |
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CRM Integration Native or API connections to CRM systems for seamless lead handover. |
CRM Integration (Salesforce and others) is broadly promoted by SS&C for Vision FI. | |
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Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
Duplicate lead detection and data hygiene tools are described under compliance/data quality. | |
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Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
Lead segmentation by attributes (firm size, rep type, behavior) is listed. | |
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Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
Lead source tracking is a built-in for ROI and channel analytics. | |
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Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
Enrichment by linking CRM, fund data and third-party sources noted in feature matrix. | |
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Workflow Triggers Event-based automation for lead engagement or notifications. |
Multiple event-based workflow triggers available to automate notifications/nurtures. | |
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Lead Assignment Automated routing of leads to sales or relationship managers. |
Automatic assignment/routing of leads, e.g., to sales teams or regional desks, is promoted by SS&C. | |
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Lead Database Size Maximum number of leads supported in the platform. |
No information available |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
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Real-time Dashboards Instant visualizations of campaign and lead data. |
Dashboards with real-time campaign/intermediary engagement data are highlighted. | |
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Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
Users can build custom reports and analytics modules. | |
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Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
Attribution tools for analyzing campaign/journey impact cited in analytics documentation. | |
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ROI Tracking Measurement of the financial return for each campaign or channel. |
Vision FI emphasizes ROI analytics per channel and campaign. | |
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Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
Funnel analysis/visualization is described under analytics features. | |
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Export Options Download reports in multiple formats (CSV, XLS, PDF). |
Download/export of all reports described as available. | |
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Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
Automated, scheduled periodic report delivery included in reporting suite. | |
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KPI Monitoring Tracking and alerting of marketing key performance indicators. |
Monitoring and alerting on KPIs is marketed for campaign health/sales performance. | |
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Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Modern dashboard and analytics toolkit, including visualizations, is shown in interface demos. | |
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Analytics API Programmatic access to analytics data for third-party tools. |
No information available | |
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Report Generation Speed Average time required to generate a report. |
No information available |
Integration & Connectivity
(8 Yes /8 Known /10 Possible features)
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Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
Lists native CRM integrations, including Salesforce and Microsoft Dynamics. | |
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Open API Access Availability of application programming interfaces for custom connections. |
Open API and connectors mentioned to enable custom integrations. | |
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Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Data import/export explicitly supported for contacts, reports, and campaign info. | |
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Fund Platform Integration Connection to fund management and distribution systems. |
Specific mention of integrations with fund management/distribution systems (from SS&C and third parties). | |
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Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
Supports compliance integrations, including MiFID II, GDPR, with connection to compliance modules. | |
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Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
ESP compatibility for client-specified senders and advanced deliverability. | |
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Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
Integrates with webinar and event platforms for tracking and follow-up. | |
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Marketing Data Warehousing Centralized storage for structured marketing data. |
No information available | |
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Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
No information available | |
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Single Sign-On (SSO) Integration with corporate authentication systems. |
Single sign-on (SSO) using corporate authentication is available in enterprise package. |
User Management & Collaboration
(5 Yes /5 Known /7 Possible features)
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Role-based Access Control Customisable permissions and user roles for security and process management. |
Role-based access controls for user permissions and hierarchy documented. | |
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User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
All user actions audited and logged for compliance purposes. | |
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Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
Supports multi-user real-time collaboration, including campaign management. | |
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Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
In-platform comments and notes for collaborative work are available. | |
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Team Task Assignment Delegation of tasks or campaign steps to teammates. |
No information available | |
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Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
Approval workflow capabilities for both campaign and content modules, detailed in compliance documentation. | |
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User Capacity Number of users that can simultaneously access the platform. |
No information available |
Personalization & Dynamic Content
(5 Yes /5 Known /6 Possible features)
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Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Personalized email content, including portfolio, advisor and segment details, is standard. | |
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Dynamic Web Content Show different website experiences based on client segment or behavior. |
Dynamic web content is available through segmentation and personalization modules. | |
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Recommendation Engine AI-driven recommendations for investment products or educational resources. |
Recommendation engines for content and fund products are referenced in AI toolkit. | |
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Conditional Messaging Automated display of content based on rules/triggers. |
Conditional messaging rules for email, in-app and web based on engagement/actions. | |
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Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
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Multi-language Support Personalized communications in multiple global languages. |
Multi-language communication (for global fund distributors) described in product collateral. |
Regulatory Compliance & Security
(8 Yes /8 Known /8 Possible features)
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Consent Management Capture and manage client communication preferences and regulatory consents. |
Explicit consent management functionality, configurable to jurisdiction, available. | |
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GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
Designed for GDPR and global data compliance frameworks. | |
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Audit Trails Recordkeeping of all user, system, and client actions. |
Audit trails are core to compliance tooling, per product specs. | |
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Data Encryption Encryption of data at rest and in transit. |
Data at rest and transit encryption are referenced as standard. | |
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Role-based Permissions Granular user access controls based on roles. |
Role-based permissions (granular) are integral due to regulatory requirements. | |
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Data Retention Policies Automated enforcement of data retention and purging policies. |
Data retention and automated purging discussed for data subject rights compliance. | |
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PII Data Masking Masking of personally identifiable information in UI and exports. |
PII masking in system UIs and exports mentioned as standard for privacy protection. | |
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Access Logging Monitoring and logging all data access and changes. |
Access logging is documented in compliance and IT security descriptions. |
Journey Orchestration & Automation
(4 Yes /4 Known /6 Possible features)
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Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
Visual workflow automation for campaign/customer journeys provided in the UI. | |
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Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
Behavior-triggered customer journeys highlighted for tailored automation. | |
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Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
GUI journey builder with visualization shown in demos. | |
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Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
Journey analytics tools and reporting explicitly offered. | |
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Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
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Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
Content Management
(7 Yes /7 Known /9 Possible features)
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Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
All content and documents managed in a centralized digital content repository. | |
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Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
Asset tagging, search and categorization tools provided for document management. | |
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Document Version Control Track changes and revert to prior versions of documents. |
Document version management, rollback and auditing part of content toolkit. | |
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Approval Workflows for Content Structured process for internal content review and signoff. |
Content review/approval workflows core to compliance-oriented clients. | |
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Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
Bulk asset (document/media) upload and download described for major content updates. | |
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Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
Internal and external (IFA/distributor) content sharing options discussed. | |
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Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Branding enforcement through controlled templates is a standard feature. | |
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Digital Rights Management Control the usage and distribution rights of digital assets. |
No information available | |
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Content Repository Size Total storage allocated for content assets. |
No information available |
Data Quality & Management
(8 Yes /8 Known /9 Possible features)
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Data Validation Automated checks to ensure records are entered in the correct format. |
Automated data validation highlighted to support data quality and compliance. | |
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Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate detection tools active across CRM, leads, and data imports. | |
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Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Automated and manual data cleansing (deduplication, validation) referenced in support documentation. | |
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Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields and record types are available for adapting data models. | |
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Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Data import wizards for file and CRM data upload are demonstrated. | |
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Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Full change/audit history tracking described as supporting compliance reviews. | |
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Data Access API Available APIs for accessing data programmatically. |
Data APIs for programmatic access are referenced (and are essential for integrations). | |
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Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
Controls for enforcing data retention and workflow purging set by jurisdiction. | |
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Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
Support & Training
(7 Yes /7 Known /8 Possible features)
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24/7 Support Availability Access to technical support and troubleshooting around the clock. |
SS&C provides 24/7 technical support for its enterprise software (Vision FI included). | |
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Onboarding Services Guided onboarding and setup assistance for new customers. |
Guided onboarding and setup offered to new platform clients. | |
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Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Dedicated Customer Success Managers are referenced in all major deployments. | |
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Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
Knowledge base and online help center mentioned in support materials. | |
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User Training Webinars Regularly-held training for platform end-users. |
User training webinars and educational sessions are provided for clients. | |
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In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app guidance and contextual help noted in Vision FI interface walk-throughs. | |
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Support Response SLA Published service level agreement for support response time. |
No information available | |
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Community Forums Access to a user community for sharing tips and best practices. |
User community and discussion forums cited by SS&C as a support channel. |
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