SS&C Technologies (SSNC) UBS Financial Services Conference 2026 summary

Business evolution and strategic acquisitions

• Built the world's largest fund administration and transfer agency businesses through technology, customer focus, and strategic acquisitions, including DST Systems, Intralinks, Eze, Blue Prism, and Calastone.

• 2018 marked a transformational leap with three major acquisitions, significantly increasing scale and integrating new capabilities.

• Integration efforts focused on aligning acquired businesses with core practices in sales, marketing, and product development, resulting in improved financial performance.

Financial discipline and capital allocation

• Reduced leverage from 7% to 2.7% since 2018, generating $1.5 billion in free cash flow and an 8.5% yield.

• Prioritized acquisitions, followed by debt reduction and share buybacks, with a recent tilt toward buybacks (about 60% buybacks, 30% debt paydown).

• Maintained disciplined CapEx and spending, focusing on margin improvement and cash flow conversion.

Technology, AI, and automation

• Technology is central to product differentiation, customer relationships, and operational efficiency.

• Blue Prism acquisition enabled significant automation, driving headcount efficiency and productivity.

• AI and GenAI are leveraged for data processing, client interfaces, and text analysis, with proprietary LLMs and secure, compartmentalized deployment (AI Gateway, WorkHQ).

• Data security is paramount, with solutions designed to keep sensitive client data private and compliant.