Operating at the Intersection of Technology and the Capital Markets
Tag: SS&C Technologies
Back in March 2019 we wrote about the future use of NLP-powered applications across various industries - in particular Financial Services (our 2019 TEK2day article HERE). Microsoft (MSFT) is bringing natural language capability to its Productivity suite - Microsoft 365. This natural language offering has a name: "Copilot". We include an example of Copilot deployed … Continue reading NLP & Productivity Apps: Microsoft Copilot
SSNC shares are flat from August 2018 to August 2022. By year-end 2022, SS&C will have grown Adjusted EBITDA by more than 60% from year-end 2018 - no small feat (table below) - yet SSNC shares do not reflect this achievement. S&P Global (ticker: SPGI), FIS Inc. (ticker: FIS) and Fiserv (ticker: FISV), will need … Continue reading Now May Be The Time for SSNC To Sell Itself
Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation
Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
We published our TEK2day Spotlight report - The Evolving Insurance Industry - a few weeks ago. We hosted a follow-up podcast episode with two of the SS&C Technologies (ticker: SSNC), executives that were involved with that effort. You may view the video podcast at the YouTube link below. If any difficulties, simply visit CEORater's YouTube … Continue reading TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies
TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.
We will say it until we are blue in the face: Management Teams Matter. A high quality management team starts with a high-quality CEO. Quality management teams build quality companies. They do the hard, tedious work required to build the best products and processes in order to deliver maximum customer value. CEOs of these companies … Continue reading Quality Companies Outperform Over The Long-Term
Tickers Mentioned: Roper Technologies (tkr: ROP); SS&C Technologies (tkr: SSNC); Verisk (tkr: VRSK) Private Equity has ramped its exposure to the Life Annuity Insurance industry over the past decade with PE-owned or PE-sponsored insurer's admitted assets growing from $67.4 billion in 2011 to $604.1 billion at year-end 2020 (per AM Best), a 9x increase. If … Continue reading Private Equity and Life Annuity Insurance
Google is using Machine Learning to design the layout of its next-gen TPU chips. Learn more HERE.Speaking of AI and ML, SS&C Technologies (SSNC) achieved a milestone with its relatively new AI-powered Singularity platform this week. Singularity now boasts more than 50 clients. Read the release HERE. A behavioral change is required to fight cyberattacks. … Continue reading AI, ML, Autos, CEOs and Inflation
Enterprise Software applications will increasingly incorporate AI to guide users by providing them with real-time actionable information. Such applications will generate enormous value assuming they are able to effectively inform users without becoming an overly-used crutch. Think of the benefit such applications may provide employees that lack customer-specific knowledge, process knowledge, domain expertise and/or general … Continue reading AI-Powered Decision Support Capability Is Only Scratching The Surface
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