Name: Global Launch of WorkHQ
Uploaded: 2026-04-28T15:30:09.118Z
Duration: 1 h 8 min 30 s
Description: Global Launch of WorkHQ

Transcript for "Global Launch of WorkHQ": Everyone is talking about AI. Every headline, every stage, every boardroom, Revolutionary, transformative, game changing. The noise builds and builds, and somehow, less gets done. The challenge is not intelligence. It was always orchestration. The gap between what's decided and what actually happens, between possibility and execution. Everyone understands AI's promise. We can deliver its impact. This is Work HQ. Alright. Welcome, everyone, to the Nasdaq market site no less, where the world rings the bell on what's next. And we're excited at SS&C today to ring a bell of our own. So how do you win in AI? We think it's about who you trust to help you get there. And a lot of the enterprises that we speak to today look at the frontier, look at the speed at which they're operating, and it doesn't necessarily create excitement. It creates paralysis. How do you know the decision to get on that carousel isn't going to lead to something that's obsolete in a few days? And then you've got your incumbent vendors that are showing up on your doorstep in 2026 conveniently telling you that they're the ones that are gonna help you achieve agentic AI. But what if we told you there's a third path? Well, that's what we've been building towards. We're already a trusted partner to many of you in the room and online, supplying mission critical technology and technology enabled services that you run your businesses on every day. We represent a strategy that takes the frontier seriously without chasing every headline and a platform that allows your organization to become enabled by AI while still operating like a global enterprise. Right, with defensibility to your stakeholders and your board. But before we get into the platform, I want to walk through a couple of scenarios, both of which end up in a place you don't really want to be. So imagine you're a financial services firm, the cutting edge. Right? Eighteen months of AI evaluation, eighteen months of demos, maybe even a proof of concept that you've undertaken, but too much bureaucracy, right, and too much reticence to ever pull the trigger or make a decision or deploy any tools. Right? Meanwhile, your competitors are deploying. Right? They're they're deploying AI to cut client activation times in half, and all of a sudden they're running out in front. When you look at your most talented people and they're watching. Right? They're waiting. Right? The ones that know those operational processes cold, right, they're the ones that are getting frustrated that you haven't moved. And so they're gonna leave. Right? They're gonna leave and find some place that enables them to become the force multiplier that they're able to be. And I think we all recognize that as the world moves into more agentic AI, right, the value of that talent, right, is gonna really skyrocket. So the first way you fall behind is if you don't move fast enough. Imagine another firm, right, financial services, but, you know, kinda doesn't have any leadership in terms of what are we gonna do. No strategy. Let's just see what comes up organically. And you've got, you know, a well meaning employee that has a pitch coming up, and they wanna be prepared. Right? They've got a client pitch and they take, investment preferences, they take portfolio information, you know, they take data that they have that they wanna get ready with and they put it into a public chatbot. Security risk. Right? And that one's not as hypothetical. Just a couple of weeks ago, you might have read in the news that there's a application hosting provider to some of the big tech firms that this sort of situation happened to, And it resulted in a $2,000,000 Bitcoin ransom because an employee found an on you know, a publicly available AI tool. They authorized it into their corporate environment, and and it was a security crisis. Right? One open authentication protocol, that was missed that put, you know, the the whole organization at risk. And then last week, you might have seen that Chubb, Travelers, and Berkshire Hathaway all want approval from the state regulators to, to not be liable for damages that are related to AI. Right? So the firms that are responsible for pricing risk in the economy basically looked at ungoverned AI and said, we're not gonna cover this. Right? So that's that's that's a signal. That's just not that's not just a policy debate. Right? And it should have all of us as executives of enterprises that are looking to go boldly into the future of AI. It should have you thinking about what what balance, right, we're trying to strike. But that's where most of the conversation in enterprise AI is right now. It's a it's a conversation of ors. Right? So you can have, speed or safety. You can have enablement or governance. You can have innovation or control. But we say that is a false choice. Right? And we've built a company that we believe has the right to say so. Right? Because even, and I am, even if I am the chief automation sales guy at SS&C, we're not just an automation vendor. I think most of you know that. Right? We're also a large scale automation consumer of our own products. Right? So that's a different perspective that we get to take. Right? We've got 4,000 digital workers that represent the execution layer across regulated workflows within SS&C every day. Right? So we live it. Right? We're not just a purveyor of these technologies. You know, that 4,000 digital worker estate led to, you know, a lot of people asking for access to large language models as they came out. We looked around, we said we don't have strong enough governance yet. We looked at the market, nothing was offering something that met our standards, so we built AI gateway. We built the AI governance ledger because we foresee a future where lots of people have the ability to create AI agents, and you're going to have to attest those AI agent actions. You're going to have to record keep what models you chose to do what, when. Right? So we come at it from a perspective of a large scale consumer of automation, right, that's building a platform for the enterprise. And that's what's that's what's available to you. Right? That's how we built WorkHQ. So what is WorkHQ? It's the governed control plane for enterprise work. Again, it comes back to what the platforms today are offering you. It's either you can have AI or you can have governance, you can have AI agents, or you can have auditability. Right? But WorkHQ doesn't make you choose. So WorkHQ orchestrates across all of your automation technology, all of your data, all of your systems, and includes your most important asset, your people, and your talent. Right? It connects to any system, legacy, modern, APIs, MCPs, and it allows you to bring all of your data to AI, not just what is most modern. So we built it for what enterprises actually look like today, which are not greenfield. Enterprises are brownfield. So you've got to have a platform that understands that you need to touch all of the data, right, including where some of the most important data lives, which are legacy systems, which make up the majority of the tech stack at the large enterprises that SS&C serves. So not only do we have a fully capable automation platform that can help you bring governed AI into your enterprise, right, but we've got a substrate of compliance built at its core. So when you start to make the strides that we're making, right, you're able to stay defensible to your stakeholders, to your board, to your regulators, to the AI governance ledger. So back to where we started, you can win in AI. Right? We've got a platform and a blueprint for how to do it. So over the course of today, you're going to see live orchestrations across real workflows. We didn't build WorkHQ to build to to to win a product comparison. We built it to satisfy enterprise requirements, including SS and Cs. And so when you're evaluating what to do, look at us as as a potential blueprint for how you go about it. So SS&C rang the bell here, what, a week ago, two weeks ago, our fortieth anniversary. I think it matters that it's SS&C bringing this platform to bear. Right? When you think about the forty years of decision making that's gone into coming to where we are today, right, Bill Stone founded this company in his basement in Windsor, Connecticut in 1986 with $20,000. Over the course of those forty years, he made decisions. Right? Build software to automate arcane and complex processing. Right? Host that software on our own data centers so you can provide more capability to your customers. Build an outsourcing business so you can be more of a partner for what those clients need. And then buy Blue Prism so you have an automation layer so you're ready for anything. So with that, I'd like to welcome the founder, chairman, and CEO of SS&C, Phil Stone. Everybody likes to follow that. Right? So, you know, I really appreciate all of you being here both in person and and virtually. You know, as Rob says, right, what we're trying to do is solve problems. And what we've done as a company is pretty much have the same problems you have. So in our different businesses that we do work like you do, we have 15,000 people. We have 45,000,000,000,000 in assets that we track and account for almost all the time correctly. You know, but as you know, it's it it it's not a perfect world. And and the data sources that we have and and the the people that we rely on, sometimes we get disappointed. But but that's not your problem, that's our problem. And we solve it. And so we do that every day, every week, and every year. You know? And if you go back forty years ago, I look more like him. That that's what happens, you know. So so we're we're really pretty, you know, pretty excited about what we're doing. And and, you know, as I tell people all the time, people tell me, why don't you retire? Honey? Honey, can you help me? No. I cannot. So I don't retire. You know? So so and she knows too. But but but what we do as a company is is is play to win. Always. And everybody at SS&C that ever bumps into me knows that I like winners, you know, and I like you to win. I wanna pay you more, so don't be stupid. Right? But you gotta tell people. You'll be honest. So many people aren't honest anymore. You know, it's sad for our society, I think. Yeah. Tell people the truth. Right or wrong, sad or bad or whatever, the truth matters. You know? And look, I'm not Moses. I'm not coming down from some Mount Sinai with a tablet. You know? I'm not hitting people over the head. But but it is what I believe, strongly. People say, how do you do 85 acquisitions and and and integrate them? I don't know. I treat everybody the same. I don't it doesn't make a difference. I don't care. I don't care if you're tall or short or pretty or ugly. I don't care. Can you get the work done? I love you. You know, if you can't get the work done, I still love you but work somewhere else. Right? That's telling people the truth. You know, and people forget. You know? People forget all the time that they don't tell people the truth. You know, if you listen to Rob, he'll tell you, dad's been telling me the truth since I was five. And I would tell you, and it hasn't worked ever since. You know? But you tell people the truth all the time. You know? And sometimes it's not open. You know, but that that's our job. And you look at this. Right? You know, when I said $20,000 when I started, I was probably lying. I might've had two. You know? I don't have any money. I don't have any capital. You you read about it like PitchBook or all these things, Prequin and all these oh, they raised 47,000,000,000 last quarter. I didn't get any of that. You know? If if I didn't sell something, I didn't have any revenue. If I didn't have any revenue, I didn't have any capital. If I didn't have any capital, I bet no one would work for me. So at the end of '86, I had four people in '86. We did $86,000 in revenue. I'm proud of that. Could have been 85, could have been negative, but we did 86,000. 87, we did 800. 88, we did 2,200,000. 89, only a million. That was bad. Because we had four people, 17 people, 38 people. I'm hiring people. I'm kinda studly. Then we had 26. When I had to fire 12 people, it was not so cool. So, you know, you just learn. Right? We we we we we recovered. We went, you know, 38, 26, 43, 62, 48. No. I hired all those people personally. So I had to let them go. I would pray people would come into my office and quit so I didn't have to fire them. But but but that's what life's about. You know, if you're gonna be leaders of your companies, make hard choices. And when you look at what we're doing here with WorkHQ, it's gonna help you. That's what we're doing. It's gonna help you. And we don't like to take undue risk. You know, people keep jumping into AI and I'm telling them all the time. I was in Abu Dhabi, I'm going, you know, that f one race you go, I think those are sports cars that race around the track somewhere. I'm not as much into them as I am horse races where I can bet and lose. But but there's not just a gas pedal. There's a brake. And what SS&C is trying to deliver you is a very fast f one car with a break. So you don't do real stupid. Right? You don't do something where your boss says, you did real stupid. You did real stupid and now you don't work here anymore. Now you wanna do smart things. You wanna take technology and wanna make it work for you, not against you. And that's what we've done here. When Rob talks about our clients, I mean, hey, they range from JPMorgan to a guy that's just starting a hedge fund. You know. And as I always tell him, the guys like at Point Seventy Two and Citadel and Vow Post and a bunch of others, high IQ, low patience. It's really high IQ, no patience. So that's what we deal with every day. And so we built a pretty big company, you know, and there's I always like to go to places where we have an office because I got somebody to show me around. I don't get lost. So that's that's we have maybe a 100 offices, 35 or 40 countries and almost every mistake possible to have made, we made. And we also learned. So if you want to do the short sale rules in Australia, we've got a pretty slick process. If you want to deliver all the reports to the Ministry of Finance in Tokyo, we're pretty good at that too. If you're going to talk to Office of financial supervision in Toronto in, Ottawa, we do that too. So we that's what we do every day. And and that's what we're gonna continue to do. And that's what we're trying to offer here is is that at SS&C, right, excellence, quality, consistency, answer the damn phone. People ask, why do you pick up your phone if this could be a customer? Could be a customer. That's our lifeblood. You know? And if you talk to most people that know me, he does. He picks up the phone. You know, sometimes when they're yelling at me, I said, you know, if you would tell me what product you're using or where you are, I I might be able to help you. But if you're just gonna scream at me, I don't I don't know what I'm gonna do. I guess I'm gonna listen till you get tired. You know? But but that's my job. You are my customers. That's what matters to me. I mean, I'm my family matters and all that kind of stuff. But but make make no mistake, they like to consume, you know. And they like me to provide what they consume. So again, you know, we we're a big place. We got 29,000 people around the world. You know, I get asked on CNBC, is AI gonna take half of the finance jobs and get rid of them? I said no. Humans, we like to work with humans and that's what we need to continue to do and continue to understand is to say, hey, this is a people business, it's an expertise business, it's a continuing learning business and it's what we're doing. And what we've tried to do with WorkHQ and what we've done with AI, what, you know, in SS&C does not dabble. But we decided 2022, I was looking around going, man, the world's changing. So we're gonna go from not enough technology to overwhelming us with technology. So we bought SS&C Blue Prism, spent billion 7. Just the last seven, eight months ago, we bought Calistone, we spent another billion, 2,700,000,000 to get deep into tokenization and AI and and all the other technologies. You have to have ballast. Oh, I have four licenses to Automation Anywhere. Really? Aren't you cute? You know, it's just silly. It's just silly. You know? So we don't do that. If we decide, we jump in. A couple times we drowned, but we're still here. Right? You gotta go. You gotta step on the gas pedal. You gotta believe in what you're doing. And that's what we are. That's why we're partners with 23,000 customers. Right? That's why people understand that we're not perfect. We make mistakes just like everybody else. We're always here. It doesn't matter what time you call, we pick up the phone. That's our job. So, again, as we try to get through and and look, I've been doing this for forty years. I've gone through client server. Is it true client server? No. We're building false client server. Come on. Right? So you go through that for how many years? Right? And when we started, we were doing that. March. Most of you weren't even bored. You know what I mean? Then it was April, then it was a Pentium, then it was PC networks. Look, we've been running PC networks. Right? What do they call these things? I think they call these things like smart client. Right? Smart client. Goes out to server farms and gets you all the answers that you want. That's what's been going on since mid eighties. But, you know, I started observing in, like, 2018, 2019, 2020, that, oh, the world's changing. It's not just smart client. Now it's not a person. Right? Now it's some some sort of object. Right? And and that's what's happening. It's all happening. But when I started seeing it, oh, woah. We better get more technology and we bought SS&C Blue Prism. You know? And we bought SS&C Blue Prism because Vista put a big bid in for SS&C Blue Prism. And I knew they do more due diligence than I would ever do. If they're bidding this, we're gonna bid bid a little bit more, we're gonna win. And we did. We haven't stopped. That was 2022. We just bought Callistone. Right? They're tops in tokenization. Any of your bosses want tokenization that you're responsible for? We got it. We got really smart people. We got somebody like Rob that can stand up here and talk about tokenization and tell you go to sleep. At least he has to me. But but why again, coming back is is that this is what we do. We spend money to make sure we can satisfy you. That's why we spend it. Not for the greater glory of Bill's understanding of technology. Rob thinks we ought not go after that. But but again, I really want to reiterate how much we appreciate that you're here, how much we really commit ourselves to your satisfaction. And, I I would like to live another forty years, but it's not likely. But but I appreciate the forty years that I've I've worked with many of you. So thanks so much. Incredible insights. Man who made it all possible. So, so now let's take a look at the product. AI made us a promise that execution hasn't kept. Work doesn't need more AI. It needs a system that orchestrates all work. One control plane. AI systems. People. Not fragmented. Not siloed. Executing together. Governed. Traceable. Safe. You've seen the vision. Now see Work HQ in action. How many of you recognize this? Yeah. Good morning. My name is Steven Kolp, and I am the vice president of software engineering for SS&C Blue Prism. Do I hold it upside down? Am I? Now you recognize it. Yeah. This is how we used to get work done, believe it or not. We've been through an era where we went through you know, everyone was in person, and then the phone calls and then fax came along, email, text, Slack, and now to entire teams of AI agents that can reason, decide, and act. The way that we work has changed more in the last two years than in the previous twenty. But here's the thing. All of this new technology that's driving this revolution still disconnected. The problem isn't raw capability, it's coordination. We don't need more tools, we just need the ones we have to work together. And that's why SS&C is leading the new era of work by bringing together data, systems, humans, AI and automation into a single intuitive orchestration platform. This is SS&C Blue Prism WorkHQ and it's already in action now. You're watching operations run-in real time. Processes like fraud detection, reconciliation, loan document reviews, and client onboarding. You see that every step is visible, every decision is traceable, and nothing operates in a silo. Let's take an example, reconciliations. Whether it is financial, cash, credit card, trade, those records are recorded in multiple places. And when any of those records don't match, that's a break. Counterparties, custodians, back office, front office. Manual reconciliation means volumes of transactions across multiple systems, specialist analysts, every break is resolved by hand. But let's take a look at how WorkHQ can handle this. So first, the user kicks it off with a simple form. Where are the source systems? Where are the datasets? And then a digital worker will go and get that data. Now some of these systems have active APIs and some don't. And that doesn't matter because WorkHQ can handle both. And an AI agent reconciles both internal and external trade records automatically. It runs security alias into mapping, consistent identifiers across systems, enforce matching to resolve complex trade groupings. The result is that accurate reconciliations are sent downstream by that digital worker. You have faster cash position calculations, higher quality data, and better investor decision making. The AI agent, digital worker, human source systems, all orchestrated in a single agentic workflow end to end in minutes. And when the system encounters something that it might not be able to handle, it sends it off to a human team member with full context to fixes the exception, sends it back into the workflow. But what really matters here isn't just the speed, it's the governance. Every decision, every action, every handoff logged, traceable, and auditable. Now let me show you how to build something like this right here on this canvas. So let's take fraud detection. Suspicious call gets flagged, so let's build a workflow that can handle it right here. First, you need a trigger. So the workflow is exposed via webhook, so it can be invoked by any external event. So when a suspicious call is flagged, this workflow will fire automatically. And then next, call ingestion and transcription. So bring the call audio into WorkHQ. And then we're using the OpenAI connector to produce a full time stamped transcription. Just seconds. Now the AI fraud agent. This is an agent we built earlier. Likewise, you could build your own agent in the WorkHQ agent builder, where you'll you'll pick specify the prompt, you'll assign the tools, you'll pick the model because, well, it's your agent, so they're your rules. Now this is our agent's prompt or its obstruction, and those are the tools it's using, language pattern and intent analysis, behavioral indicator detection, and matching against known fraud signals and risk factors. And the output is an overall risk score. Wrapping every interaction with the LLM is the AI Gateway. It's a module built in WorkHQ and it works across all major models. It protects everything going in, everything coming out, prompt injection defense, hallucination detection, PII redaction, everything is logged and audible so that you can unleash AI with complete confidence. And that's how you make AI enterprise ready. So back on the canvas, we need a SS&C Blue Prism digital worker to go and retrieve the full case file. Now you might ask, why a digital worker? It's because they excel at deterministic rule based execution, and they can access those systems that don't have APIs. So when you need something to run the same steps in the same order every single time, that's what a digital worker is built for. And if you've already invested in digital workers in your SS&C Blue Prism enterprise platform, you can bring them right into WorkHQ. There is no rebuilding. There's no wasted investment. Alright. Now this is critical. We keep a human in this loop. We set this up so the reviewer gets a full structured case. So they see the transcript, the risk scores, the evidence, everything that the AI concluded is laid out clearly for the reviewer. And then they'll make the decision whether to approve, reject, or escalate, and that decision will get recorded. See, AI can make the recommendations, but people stay in control and that's how you build trust in your automation. So we build our process including an AI, agent, digital worker, human source systems, so we can analyze the fraud in this account opening. And now we need to create a decision point. And so we'll drag in a routing node, define that criteria, and that is whether the approver is going to accept the fraud agent's recommendation or not. Alright. Now we can focus on building the approval path. And with the all clear given, we need to create an account in SS&C Advent Geneva. And that's really easy to do with the native connector, which is one of 300 pre built connectors available within WorkHQ, including deep integrations across the SS&C ecosystem. And now we add another connector, this time Google Gemini, so that we can create an account opening response for the customer. It's really easy. You just pick the connector, drop it into the workflow, and then it's wired right in. And now we configure Gemini using 2.5 Flash that will actually generate that communication. And now we can send it. So let's open the Outlook connector. And we can generate the subject line right off of the case details. And for the body, we also don't need to write anything. We'll just map in the output from that last Gemini step. That's the correspondence that I just created that will flow right in. So you've got a fully constructed professional email, subject line, recipient, body, assembled automatically using this workflow. One connector, no copy and pasting, no manual drafting, no code, no stitching systems together, and no specialist needed. A web hook trigger, an AI agent, human decision point, digital workers, and connectors across enterprise in minutes. And with a single action, we can run this workflow. We will see that every step fires. Every step completes, and it does this end to end. Now speed means nothing without accountability. So let's take a look at the workflow activity. Here you'll see everything is logged. Every action who made the decision, what the AI concluded, what evidence was used, you get a full audit trail end to end. And that's what makes this enterprise ready, not just the AI, not just the automation, the governance. Every workflow is visible, every decision traceable, and every outcome is accountable. Enterprise applications just click right in. There's no rip and replace. That's accessibility. That's interoperability, and that's what makes this real. So now we zoom out. This is what it looks like when an organization's work is coordinated, not siloed processes running in parallel, but a system flowing towards outcomes. This is where work started for many of us. With WorkHQ, we've brought the entire toolbox together for today's era of work. And more importantly, we built the system that knows how to operationalize AI. Automation was about tasks. WorkHQ is about outcomes. Future of work is not automated, it's orchestrated. And with that, I'd like to welcome our global CIO of Intelligent Automation Analytics, Jeremy Rossi. Thank you. Wonderful demo from Steven. But I want to kind of reground us on everything he just showed, AI agents, digital workers, the SS&C Blue Prism enterprise platform our customers so depend on is that we bring that together with new connectors, new interactions, but we surround it all with the workflow and orchestration. But it's that governance layer we keep on talking about so that you can trust this system, so you can build on your history of automations, your services, and all the great connectors to all of SS&C things. But the cloud code moment happened. Everybody knows it. The world's changed. So we are too, very rapidly. What's coming is I get to show you a picture of where we're going. We're going to adopt much of those features ourselves, which is bringing that features, terminal user interface, agents creating agents, agents creating workflows. So what you see here on the screen is something we're gonna be releasing in about a month. So I get to show you all the fun stuff. This is our terminal user interface that you can talk to. You can just ask it to build you an interaction. So, what you'll see here is I downloaded an N8N workflow, just a random one from the internet, put in a local directory and run WHQ. This connects to our servers, connects to the infrastructure and then it begins orchestrating, communicating. I ask it a simple question, in the current directory, there's an in end workflow. What happens then is the agent in our infrastructure governed and isolated says I need that file. It asks for it, it gets it, and then it processes it. It understands it. From that understanding, it tells me what the steps are. It says exactly what this workflow does, but I get to take it a step further. I go recreate this in WorkHQ. It's gonna search through all my connectors. It's gonna find everything I have access to, what permission models are needed to, and that's gonna begin the process of recreating. It's gonna recreate it with covers, connectors, and services we already have. So as you can see on the screen, it's doing this now. But here's an interesting thing. Because it's an agent that understands our entire infrastructure, it didn't have a connector for news API. So it's gonna create it natively. It's going to create a new connector using raw HTTP to get to that outcome because that agent is capable of doing it. It's able to look at the situation, analyze it, and say, I can do that. I can do that in a different way, but I can get to the outcome. So this is the future of where we're going. This is what we're continuing to build on. I'm so excited to show you this because it's not just about what we're releasing. This is the start. This is where we're going. This is what we're gonna do more of. Thank you. Thanks, Tony. Thanks, Steven. That's WORKHQ, orchestrating work, Orchestrating outcomes, not just automating tasks. Right? And it's not standing still. But don't just take our word for it. I want to invite, an important customer of SS&C. They've been on the automation journey with us for a while. They participated in the WorkHQ early access program. We're really excited to have Greg Hahn from American Life and Security. Good morning. I'm Greg Hahn. I'm the interim president for American Life and Security and the CEO of fifteen oh five. We partnered with SS&C to help build out this platform for the insurance company. We underwrite, gosh, we sell in 25 states, we sell VIA products, fixed index annuity products. We also sell multi year guaranteed annuity products. We're doing we're selling about $1,500,000,000 a year by any standard that could be deemed as pretty small. But in the last three years, we went through an acquisition. There's a capital injection. So the growth trajectory for the company is pretty significant. The insurance industry today is vastly different than it was thirty five years ago. So thirty five years ago, I was working with Bill Stone to help integrate camera into Conseco. Back then, we just use publicly traded securities. 97% of the portfolio was publicly traded. So it was really easy to maintain data integrity and just do data cleansing every day. But today is very, very different. Today using private securities, we have about a billion and a half dollars of private credit. We have another billion dollars of commercial mortgage loans that have to be maintained manually. So this is where the AI platform is really important for data for our data streaming, for our data efficiency. And so we, opted into the, early access program with SS&C who's been a wonderful partner. It gives us redundancy in people. It helps us to map the process that, we wouldn't be able to do with our our staff. So it's been tremendously efficient from that standpoint. It gave us resources that we wouldn't have. The important thing is that the AI piece is a layer within our infrastructure. Our enterprise our automated intelligence solution is our enterprise solution for the company. So scaling the company as we grow is the key objective here. And to do that in a regulated environment where we've got the SEC that we have to address and we also have the Nebraska Insurance Commissioner that we have to deal with. So anytime now that any regulated entity, you check the box, you say you're using AI, you have to show policies, controls. So it's it's not just simple like flipping a switch. So the process to integrate this is basically has been a simplistically a two step process. Now I'm an investment guy. I'm a portfolio manager. I am not a systems IT person. I have a team of people who do that. They're much smarter than I am. Managing investment portfolios is two things. It's solving puzzles and it's managing detail. So managing detail today in private securities is is significantly more complex than just managing detail with buying Q SIP securities. So the process is a two step process. The first part was partnering with SS&C to help train the tools. So we had to take all of our legal documents for all of our private investments, which includes note agreements, note purchase agreements, collateral agreements, you name it. And then scanning those and training the tool. Now these aren't these are multiple different versions because we're using different legal firms for different investments. So we had to train the tool across multiple, specimens. And then we had to test it. So the testing went on for several months. And then we use in our in our platform, we use a master security master file, what we call security master file. And then this data informs the security master file so that we've got consistency and then that's what plugs into all of the different systems that we use to support the investment management. The goal for us, even though, we're we're reporting financially on a monthly basis, our goal is to maintain our data on a daily basis. So to do that, we got the first part and that's where the credit agent agreement comes in as we were able to, integrate that. We think that's been pretty successful. The next step is all of the call notices, all of the prepayment notices, all of the the the data that comes in monthly to support each one of these investments. That's the compounding effect of all of this this data complexity. So we have probably 400 private investments, 2,000 line items that we track in our our, portfolio, 400 right now, and it's growing. So the complexity of all of the the monthly maintaining all the monthly notices is is the real focus now. And I think that's where, the WorkHQ product will start to plug in once we're through the testing on the credit agreement. So, you guys, you can talk to anybody. If you're like us, you're gonna get people calling you, selling you software all the time. So our experience has been finding partners like SS&C that'll come alongside of you and bring you resources is just different than selling software. So we're we're very, very pleased with that. So thank you, guys. Well, that's a really important perspective. Thank you so much, Greg. Right? A powerful story. Right? Not only from the early adopter perspective of, WorkHQ, but, you know, through an agent that's actually live in production, right, within the organization. But, you know, SS&C is also a big customer, so we wanna tell that story too. Right? We call it customer zero. Right? It's the perfect testing ground, refinement environment for our products. And that's what it's all about. Right? It is about delivering efficiency and productivity, AI, and whatnot to the to the organization, but it's also the speed of iteration that we're able to achieve through having our own organization that operates at scale and complexity that SS&C does. That's that's an advantage that nobody else has. Right? So that customer zero story is not just a marketing, you know, narrative. It's it's true accountability. Right? It's it's a product story. So we're gonna take you through, some of the business units that represent, customer zero and SS&C. SS&C operates at a level very few do. We support thousands of clients globally with trillions of assets running through our systems every day. Transactions, valuations, document processing, investor data, and cash activity, all flowing across systems and teams. Most of the automation we've had has been reasonably stand alone. The challenge has always been the interoperability in the end to end. How do you get those various digital workers to talk to each other? How do you connect it in with other processes you're doing? We had solid pieces in place. Systems accepting data, digital workers handling tasks, experienced teams reviewing everything. Each part worked well on its own. I don't need to orchestrate digital workers. I need to orchestrate AI agents. And I need to do with proper governance. I need to be able to transfer the knowledge, share the knowledge, and and use common practice. And I have a tool who's allowed me to do so. More than a tool, a true solution. WorkHQ sits across everything we have and coordinates the full sequence. Digital workers executing reliably, APIs handling connections, humans in the loop where necessary, AI agents making smart decisions, all flowing seamlessly into one visible governed process. Things that were taking us a couple of hours now take us a couple of minutes. Things that were taking a couple of days now take a couple of hours, and the accuracy rates go up with it. It's being able to get through more faster, but also being able to give people more value at a role. Changing the way that people work is important. We are really, truly accelerate three, four, five folds on the development side. It enables us to stay ahead of the game. It makes us quicker, more accurate, more efficient. It enables us to grow the business, to reinvest in the business. Being able to interact before, agentically. Being able to go out to those parties, get the feedback that we need, process it agentically in our systems, and remove the human from the loop as much as we can, that'll really be transformation. SS&C are a growth company. My objective is to grow the business by building new products, building new capabilities, doing things better. You can only do that if you can create the capacity to improve. I now have my best people focusing on building new products, capabilities, not just doing tasks that we were able to automate. That's been a real landmark for us. WorkHQ is central to everything we've spoken about. It's really drives the future for us, and we're we're very excited about it. My team been start thinking about problems and solution in a different way because I give them a different way to solve the problems. Being customer zero means we're putting WorkHQ to the ultimate real world test, using it in our live operations, not just theorizing. When we bring WorkHQ to clients, we're sharing proven experience, not promises. If it elevates our operations seamlessly, it can do the same for yours. My name is Andy Becker. I'm a Senior Director in Operations, part of SS&C Global. So for the past ten years, we've seen the number of trades and transactions processed by our clients grow exponentially. With that, growth brings the volume and complexity of reconciliations that increases the amount of work that we're processing on a daily basis. We operate in a high risk, time sensitive and operationally complex environment daily. As you can see from the video, scale truly matters. Over the many years that we've been partnering with Blue Prism, we've embedded digital workers in our business, specifically in reconciliations, investor services and loan processing. That's delivered real operational savings to us as well as stability to our daily processing. But in reconciliations, specifically in break investigation and root cause analysis, we're still operating in a high touch environment, Right? Our teams spend a lot of time walking through manual steps, before they can actually apply expertise. That's why we're looking to WorkHQ, not to re automate more manual processes, but reimagine the process itself. As we look across, WorkHQ allows us to look across systems, orchestrate workflows, as many of us have already said, and gather and analyze data within the reconciliation process itself. We're using AgenTic AI to look at that break investigation and root cause analysis and provide more consistent and more meaningful outcomes, both for the business as well as our clients. We've seen this directly impact our daily deliverables with greater consistency and ultimately shorter NAV cycles for our clients overall. We started out with a small proof of concept in our open trade equity reconciliation workflow And we've identified half NFTs of savings just scratching the surface of WorkHQ's capabilities, right? This is directly out of the box. Opportunity, we see is to unlock capacity in our organization. This is not a do more with less exercise for us in Globop. It's about freeing up that capacity to do exercise for us in Globop. It's about freeing up that capacity to do much more with the capacity we already have. That translates directly to the bottom line because we're not adding that additional overhead. And we can take people out of the process of doing manual repetitive tasks and put them towards higher value activities, which allows us to handle new client launches, larger scale implementations and grow at scale. All right. I'm going to hand it over to Leah, who is actually the boots on the ground, walking through our work HQ use cases. Thank you, Andy. Hi. I'm Leah Solis. I have led the deployment and integration of multiple applications and automations initiatives at SS&C for the past eighteen years. I'm excited to be here today because this event marks new shift in how SS&C adopts AgendTech AI. I remember when we were less than a thousand employees, fewer clients, small requests, as the company grows the complexity of those requests. Back then, we didn't have the tools we have today. So development took a bit longer. In 2022, SS&C acquired Blue Prism and we finally got an application that help us automate more efficiently. And so we did. We automated a 100 of processes across 40 internal applications, deployed thousands of digital workers. As technology involved, so the demand to use AI. So we put Blue Prism in the gateway to work, but they'll also require time and setup. Earlier today, you saw one of our previous demos on reconciliation. A solution like that would have taken several weeks and multiple developers. WorkHQ changes that. WorkHQ gives you centralization. You can create and have your agents, your RPA, your tools, everything in one place. You can provide scalable solutions, process higher volumes of requests with less development. It is modular. You can build inside the application. You can build or you can build on top of the application. And if I was you, I will let WorkHQ do the heavy work. Human in the loop. You can let users participate in the workflow. They can review, approve, or trigger the workflow at any time. It is transparent. You can access from anywhere. You're not limited to the environment anymore. You can see the activity of the workflows, the agents and the RPA. And finally, WorkHQ is a game changer for SS&C Global. Thank you. Thanks, Leah. That's what we mean by proof, not promises. Right? That that's these are real representatives from big complex business in SS&C that are singing Workday Shoes praises because they're using it. Right? So, look, we're just getting started too. But we've got 85 active users today across 25 different teams. We've got 300 and as of last count, 325 agentic workflows that are being tested and developed. We've got 50 plus use cases that are being explored, including 51 agents that have been built. So the pace of exploration is accelerating week over week, And, I I wanna invite, someone who's at the forefront of exploration at SS&C, SS&C president and chief operating officer, Rohul Kanwar. Thanks, Rob. So, Rahul, before you led all of operations for SS&C Technologies, you ran fund administration. So NAVs, reconciliations, statements, reporting, all of it. When you look at how it gets done today, what still isn't good enough? Well, you know, and and before I ran all the fund administration, I was a fund account. Yes. Right? And and and so, you know, I I kinda grew up in this business, and and I've watched it evolve over twenty five years or so. And the path has always been a fair amount of attention to technology, a lot of automation. So we're taking current processes, we're trying to make them better, in some cases, incrementally better, in some cases, a lot better. And you kind of keep chipping away at it. And the concept and the concept does work is if you kind of make those incremental changes over time, they compound, Right? Kinda like your four zero one k or something like that. And you look back ten, fifteen years later and, wow, how far we've come. And I think that's how we have built the world's biggest fund administration business and also, you know, one of the most successful financially. But at its heart, the work hasn't changed very much, right? And for those of you that are kind of deep in the details and in your own organizations and you're looking at processes, the way we do a tax return today for a hedge fund or the way we process a trade or the way we do a reconciliation, at its core is very similar to the way it was done ten, fifteen years ago. There's more technology, it's maybe it's a little bit faster, but we're sort of doing the same steps. Maybe a machine is doing some more of them. I think that's the opportunity. Right? That's a little bit what we're excited about. So, you know, there's transformation in the air. You could have put a team on it. You could have, called a consultant. But instead, you spent a weekend yourself prototyping and trying to build something different. So tell us about that. Yeah. Look. We're we're we try to be, you know, firsthand knowledge. Right? That's that's cultural. That's that's really, you know, that's all the way from Bill, all the way down. What we're encouraging people to do is know something and, if possible, try to know it yourself and become an expert. Right? So so like I said, I started doing reconciliations early in my career. Right? And and before there were tools, there were big printouts that came out of prime brokerage systems, and then there were sheets that came out of our systems, and you sat there and you checked one against the other. Right? That that that was a reconciliation. I know it sounds silly, but hey, I did that for years. And then you had systems, right? So then you could put them in Excel spreadsheets. Along the way, we, SS&C acquired a tool called Recon. This is high value marketing going on here. So it was called SS&C Recon, and and we use that. Right? So I remember building the specs. I remember doing comparisons. I remember seeing the output. I I had some knowledge. Right? And and and like a lot of people in this room, I'm sure, you know, I'm I'm interested in the large language models and I've been playing with kinda a bunch of them and seeing what they can do. And so, you know, putting those two things together, taking something that I had first hand knowledge of and then trying to turn that into, let's see what a tool can do with this is kinda how it started, Rob. It was both really, really cool and then kind of scary, right? A little bit of both, right? And the really, really cool part was how smart the tools were, how much they already knew, how much they knew about securities, how the thing could tell me that in an emerging market, an interest rate derivative, the reason you probably make a mistake is because you're off on settlement date by two days and I kind of knew that out of the box. That was really impressive, right? I wanted to try to impress that. The thing that was also really, really scary is in some ways you're talking to the world's best liar. It's got all the facts to tell you almost everything you want to hear and just twist it just a tiny little bit. Right? So so so you got to preserve that. And I think what we're trying to do with WorkHQ is build some controls, build some security, build some auditability, build some repeatability, right, which by its very nature the technology is not able to do. So what I tried to do over the weekend was really build a prototype and then I tried to convince myself that what I had built wasn't so much a work of fiction, you know, really cool interface, looks like it works. And I got to a point where I was actually able to load some data and convince myself that, okay, I think this works. And the value of that was to take that to our experts at SS&C who got right software for a living and perform reconciliations for a living and see if we can turn that into a real product. So six weeks later, Recon AI, and I think that's what's impressive about SS&C and what we mean by led by operators, right? President and Chief Operating Officer of the publicly traded company SS&C during the week and Vibe Coder by weekend. Well, let's let's see what, what Recon AI is all about. What if work didn't wait to be assigned but knew what needed to happen? For years, service delivery has been held together by systems, steps, and people filling the gaps, connecting data, reconciling decisions, driving outcomes manually. It works, but it's hard to scale. Now picture a different reimagined workflow, one where AI doesn't just assist. It understands, decides, acts, and adjusts, not around the operation, but at the center of it. This is the move from automation to autonomy, and it requires a deliberate approach built with the controls, governance, and transparency needed to operate in the real world so you stay in charge while the system moves faster than ever. Take something complex, like financial reconciliation. Data arrives from multiple sources, different systems, different formats, different truths. Instead of mapping every step, you hand it to an agentic system. It reads the data, identifies discrepancies or breaks, investigates them, identifies root causes, and proposes resolutions. Where it can act, it acts. Where it can't, it escalates with full context. At the center is an intelligent orchestrator coordinating specialized teams comprised of multiple agents, each with specialist skills to collaborate in real time, each focused, contributing, orchestrated as one. This is not fixed logic. This is reasoning in action. Before, workflows drove decisions. Now decisions create the workflow. Every decision is logged, every action auditable. And after every run, reasoning is scored and improvements proposed, ensuring it learns, adapts, and improves. This is AI at the core. The result from hundreds of potential breaks to just a handful that actually matter in minutes. And connecting it all is WorkHQ. It connects agents to systems, to people, to data. It executes work wherever it happens. It governs data, decisions, and actions all in one controlled governed environment from insight to action to outcome, turning agentic capability into a governed controlled operating model, transparent and accountable at every step because autonomy without trust doesn't scale. This is a world where work happens without waiting. Where people don't chase processes, they guide intelligent systems. This is the future of autonomous operations. And this future is powered by WorkHQ. Well, it's pretty impressive. Right? And I think that's, that's what we mean by, you know, having built this company to be, you know, a fertile operating environment for AI to thrive. Right? And and, when you bring technology leadership with domain expertise and an automation culture and you bring new technologies like WorkHQ that allow for you know, they're the building blocks for what the what the art of the possible looks like. Right? This is true transformation, and it's powered by WorkHQ. So thanks for holding. Alright. Thank you. Alright. Well, thanks, everybody. You know, one last thing that will leave you with, this whole event was actually powered by Work HQ, believe it or not. So you've been a part of a live production environment in a couple of different ways, I guess. So WorkHQ, has been, you know, scanning the audience for who's here, segmenting the attendees and preparing follow-up information to be systematically and automatically sent to your inbox. So if you have a chance to check your emails, you should have received something from WorkHQ. But but we're we're ready to go. Right? This is a platform that's ready to help. Right? We're operating it ourselves. We're testing it. We're refining it. We wouldn't put this in production if we didn't trust it. Right? And we believe that, you know, this is something that every enterprise needs, and you can look to us to help you get to where you're trying to go in your own transformation journey. We appreciate everybody who joined online. For everybody who's in the room, the day continues. So we'll have breakout sessions and round tables and real conversations. So wanna thank everybody again and, look forward to speaking with all of you.