SS&C Launches GenAI-Powered Sales Enablement Solution for Thornburg Investment Management
SS&C Launches GenAI-Powered Sales Enablement Solution for Thornburg Investment Management
Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Neutral)
Tags
Key Terms
generative aitechnical
Generative AI is a type of computer technology that can create new content, like text, images, or music, on its own. It’s important because it can produce realistic and useful material quickly, which could change how we create art, write stories, or even develop new products. Think of it as a smart robot that can invent and produce things almost like a human.
genaitechnical
Generative AI (genai) is a type of artificial intelligence designed to create new content, such as text, images, or music, that resembles human-produced work. It matters to investors because it has the potential to transform industries by automating tasks, enhancing creativity, and enabling new products and services, which can influence company performance and market opportunities.
customer relationship managementtechnical
Customer relationship management is the system of tools and practices a company uses to track every interaction with customers—like a combined address book, purchase history, and reminder system that sales and support teams use to keep relationships healthy. Investors care because strong CRM helps a company keep customers coming back, predict future revenue more accurately, lower sales and marketing costs, and signal whether growth is sustainable or at risk.
crmtechnical
Customer relationship management (CRM) is the set of tools, practices and software companies use to track and manage interactions with customers and potential customers, like an organized digital address book combined with a sales coach. It matters to investors because effective CRM systems can boost sales, improve customer retention and lower marketing costs, which directly affects revenue growth and profit margins — key drivers of a company’s value.
business intelligencetechnical
Business intelligence is the practice of collecting and turning a company’s raw data—like sales, costs, customer habits and market trends—into clear, visual insights that help leaders spot patterns and make decisions. For investors it matters because these insights act like a company’s dashboard: they reveal whether management is improving performance, finding growth opportunities or facing risks, which can affect future profits and the stock’s value.
data analyticstechnical
Data analytics is the process of examining large amounts of information to uncover patterns, trends, and insights. It helps investors make better decisions by turning complex data into clear, useful knowledge, much like how a detective finds clues to solve a mystery. This approach enables smarter planning and risk management in financial activities.
WINDSOR, Conn.--(BUSINESS WIRE)--
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of an innovative generative AI-powered sales enablement solution it developed with Thornburg Investment Management, Inc. (“Thornburg”). Integrated into customer relationship management (“CRM”) platforms, the tool provides sales teams with fast, consolidated access to critical financial advisor insights.
Leveraging GenAI, the application enhances the process for preparing for digital and in-person touchpoints with financial advisors by aggregating and summarizing content from multiple sources. Sales prep insights are surfaced directly within CRM systems, providing sales professionals with information in one place. The new tool is now available to Thornburg’s intermediary sales team and integrates with each salesperson’s calendar and email.
SS&C also collaborated with Thornburg to develop an advanced analytical model to prioritize advisors and advisor teams in each sales territory.
“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.”
“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.”
SS&C Distribution Solutions business intelligence tools and data analytics enable asset managers to more effectively distribute their products through financial intermediaries. The product suite includes industry-leading data management (SalesConnect) and analytics (WalletShare) offerings, as well as bespoke sales enablement tools and consulting services. Learn more about SS&C’s Distribution Solutions offerings here.
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. For more information, visit www.thornburg.com or call 877-215-1330.
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.
Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.
