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Financial Services Case Studies and Customer Success Stories with Intralinks

HCI Equity Partners - Financial Services - Medium

InvestorVision by Intralinks helped HCI Equity Partners streamline fund reporting for over 100 investors. The team moved from manual email... processes to a single portal, saving time and reducing security risks. Onboarding was seamless, with no questions from more than 300 users during the transition. Fund managers and investors now access reports and documents easily, improving communication and efficiency. The upgrade fit HCI's budget and received positive feedback from both staff and investors.

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Sectoral Asset Management - Financial Services - Medium

InvestorVision helped Sectoral Asset Management cut down time spent on investor reporting. The firm moved from multiple portals to one... platform, making it easier for over 300 users to access fund documents. The operations team now spends less time on admin work and more on value tasks. Investors find documents faster, and security is stronger with permission controls. The Intralinks support team gave fast help during onboarding and beyond.

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Houlihan Lokey - Financial Services - Large

Intralinks Deal Services helped Houlihan Lokey automate NDA management for a major M&A transaction. The team distributed NDAs to over... 100 buyers in hours, not days. Real-time dashboards and centralized workflows cut manual effort and email clutter. The platform enabled faster deal execution and let bankers focus on strategic work. Houlihan Lokey now relies on Intralinks for repeatable, efficient deal processes.

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MA Asset Management LLC - Financial Services

Intralinks helped MA Asset Management LLC build a seamless fundraising process. The company used Intralinks' secure platform to manage capital... raising. This improved their workflow and made fundraising easier. The solution focused on security and efficiency for financial services. MA Asset Management LLC streamlined their fundraising with Intralinks.

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M&A Asset Management - Financial Services

FundCentre by Intralinks helped M&A Asset Management streamline their fundraising process. The platform improved efficiency in capital raising and investor... onboarding. M&A Asset Management used FundCentre to manage investor communications and documents. The solution made fundraising faster and more organized for the team.

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ELCA Foundation - Financial Services

SS&C Intralinks helped ELCA Foundation improve donor communications. The foundation used Intralinks to enhance transparency and build lasting donor relationships.... The platform provided secure document sharing and better collaboration. This led to stronger trust with donors. The solution supported the foundation’s mission to manage funds effectively.

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MA Asset Management, LLC - Financial Services

SS&C Intralinks FundCentre Fundraising helped MA Asset Management, LLC streamline its fundraising process. The firm needed a secure way to... share sensitive fund documents with investors. Their old file-sharing tool caused friction and security concerns. With Intralinks, they now manage all due diligence documents in one platform. The solution saves time, improves security, and gives actionable data on investor engagement. Over four months, 20 investors completed due diligence with no support questions.

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HCI Equity Partners - Financial Services

InvestorVision by SS&C Intralinks helped HCI Equity Partners improve investor communications. HCI needed a better way to share fund reports... and documents with over 100 investors. The team upgraded from Fund Reporting to InvestorVision for easier user management and faster report distribution. The onboarding was smooth, with no issues for over 300 users. HCI now saves time, reduces email back-and-forth, and offers investors quick access to documents.

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Large U.S.-Based Financial Services Firm - Financial Services

Intralinks SecurityHub Pro helped a large U. S.-based financial services firm improve user governance. The firm needed stronger security controls...for sensitive data. Intralinks provided advanced user management and security features. The solution gave the firm better control and visibility over user access. This improved compliance and reduced risk for the organization.

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HCI Equity Partners - Financial Services

InvestorVision by SS&C Intralinks helped HCI Equity Partners improve investor communications. HCI needed a better way to manage fund reporting... for over 100 investors across four funds. Their old CRM system was slow and risky for data security. After switching to InvestorVision, HCI could add users and share reports with just a few clicks. The upgrade process was smooth, with no issues for over 300 users. HCI now saves time and keeps investors happy with easy access to all fund documents in one place.

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Banking Case Studies and Customer Success Stories with Intralinks

Large U.S.-based financial services firm - Banking

Intralinks SecurityHub Pro helped a large U. S.-based financial services firm improve user governance. The firm needed to stop unauthorized...access from shared group email addresses while keeping workflows intact. SecurityHub Pro with Identity+ let users log in through shared inboxes but gave IT full visibility into user activity. The solution avoided a lengthy re-onboarding process and provided real-time access logs. The firm now enforces compliance more easily and manages risk better.

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Customer Success Stories of Intralinks

 

Global Investment Bank Streamlines Sell-Side Prep With SS&C Intralinks Deal Services

A leading global investment bank utilized SS&C Intralinks Deal Services to streamline its sell-side transaction process by converting over 125 documents to PDF format. This partnership saved... the bank 8-10 hours of manual work, allowing them to focus on deal execution and maintain the transaction schedule.

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Valor Capital Elevates Fundraising With SS&C Intralinks

Valor Capital Group enhanced its fundraising operations by deploying SS&C Intralinks' FundCentre, a secure and scalable solution. This move streamlined... investor communications and reduced onboarding friction, thanks to Intralinks' global reputation and robust security features. The platform's personalized marketing capabilities and API architecture further supported Valor's growth, transforming fundraising into a seamless experience.

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Valor Capital Elevates Fundraising for Two New Funds With SS&C Intralinks

SS&C Intralinks is enhancing fundraising efforts for Valor Capital's two new funds, leveraging its technology to streamline the process and improve efficiency.

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