SS&C Technologies announced the launch of a generative AI‑powered sales enablement solution on February 24, 2026, developed in partnership with Thornburg Investment Management. The tool is integrated into customer‑relationship‑management platforms and delivers sales teams fast, consolidated access to critical financial‑advisor insights, helping them prepare for digital and in‑person touchpoints.
The solution aggregates and summarizes content from multiple sources, surfacing sales‑prep insights directly within CRM systems and linking to each salesperson’s calendar and email. Thornburg’s intermediary sales team is the first customer to receive the tool, and SS&C has built 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. SS&C's solution helps Thornburg continue to provide a best‑in‑class experience to our advisor clients and enables more impactful client conversations," said Jesse Brownell, Global Head of Distribution and Managing Director at Thornburg.
"Our collaboration with Thornburg exemplifies how SS&C can help clients leverage the power of GenAI. 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," said Lee Kowarski, Head of Distribution Solutions at SS&C.
The launch is part of SS&C’s broader strategy to commercialize its Blue Prism‑derived AI capabilities beyond internal cost savings. By monetizing agentic AI, the company aims to create a new high‑margin revenue stream and reinforce its position as a technology‑enabled service provider in the financial services sector.
Thornburg Investment Management, which reported $55 billion in assets under management as of December 31 2025, is using the tool to enhance its distribution capabilities and improve advisor engagement.
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