SS&C Technologies Holdings, Inc.has unveiled its AI Agent Catalogue, a suite of prebuilt, outcome-driven AI agents designed to simplify complex workflows in financial services and healthcare. Delivered as a managed service, these agents automate tasks such as credit processing and contract validation, helping firms tackle operational bottlenecks and talent shortages securely and at scale. “Intelligent automation and AI have been transformation enablers for our organization, introducing new levels of business and revenue growth at speed and scale,” said Rob Stone, General Manager, Intelligent Automation & Analytics at SS&C.
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Early adopter American Life & Security Corp. is using SS&C’s Credit Agreement Document Agent to modernize private credit operations by automating loan document reviews, significantly reducing errors and turnaround times. “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,” said Georgette Nicholas, CEO, American Life. Built on the SS&C AI Gateway, the platform ensures compliance, security, and transparency while offering flexible deployment on private, ISO-compliant infrastructure. Beyond credit processing, the catalogue includes agents for contract analysis, trade reconciliation, and invoice processing, all customizable via SS&C Agent Services.
