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In an evolving business environment, organizations face mounting pressure to optimize costs, retain talent and modernize legacy systems—all while maintaining operational efficiency. These challenges can stifle growth and create inefficiencies that hinder long-term success.

What if you could reduce costs, modernize technology, and retain top talent—without disrupting your operations? The lift-out model makes this possible.

By transitioning specific business functions or operational teams to a specialized provider, companies can streamline operations, control costs and access advanced technologies while ensuring business continuity. This strategic solution is gaining traction among firms looking to drive efficiency and innovation without the risks associated with large-scale internal overhauls.

What is a Lift-Out, and Why Does It Matter?

A lift-out involves transferring parts of your operational functions—or even entire teams—to an external partner with specialized expertise. Unlike traditional outsourcing, lift-outs often retain institutional knowledge by transitioning employees to the provider’s organization, ensuring continuity while unlocking efficiency and innovation.

Lift-outs enable businesses to focus on core competencies and redirect resources toward growth strategies, while benefiting from an optimized operational model.

Key Benefits of Lift-Outs:

• Cost Optimization—Achieve predictable and variable cost structures to enhance financial flexibility.
• Access to Advanced Technology—Leverage AI, automation and cloud solutions without costly internal upgrades.
• Workforce Continuity—Retain experienced employees while providing them with structured career development and enhanced benefits, while also creating financial flexibility by transitioning from variable internal costs to fixed external costs.
• Operational Excellence—Improve efficiency through industry expertise and scalable solutions.

How do lift-outs address today’s biggest operational challenges?

Managing Rising Operational Costs

From inflation to regulatory demands, businesses face escalating overhead costs. Maintaining fully in-house teams often leads to unpredictable expenses tied to salaries, benefits and infrastructure investments.

Lift-outs provide a structured, cost-efficient alternative. By partnering with a provider like SS&C, companies can transition operations to a scalable model with predictable cost structures. SS&C’s tech-enabled solutions help businesses maintain financial stability while enhancing service delivery.

Addressing Talent Shortages

Finding and retaining industry-specific talent has become increasingly difficult. Smaller firms, in particular, struggle to compete with larger organizations offering expansive career opportunities and benefits.

A lift-out addresses this challenge by integrating existing teams into a provider’s workforce. Employees gain access to better resources, structured career development and comprehensive benefits. With SS&C, transitioning employees benefit from global career pathways, professional development programs and a supportive work environment that fosters long-term growth.

Modernizing Legacy Systems

Outdated technology creates inefficiencies, increases costs and limits a company’s ability to adapt to industry changes. However, large-scale infrastructure upgrades can be costly and time-consuming.

Lift-outs offer a pathway to modernization without the heavy investment. Partnering with SS&C grants businesses access to cutting-edge automation, advanced data analytics and cloud-based solutions—ensuring scalability and future-readiness.

The SS&C Advantage in Lift-Outs

With decades of experience in operational outsourcing and technology-driven solutions, SS&C delivers seamless, strategic lift-out transitions. Our approach combines industry expertise, regulatory knowledge and best-in-class technology to drive success.

Why SS&C?

• Seamless Integration—Minimized service disruptions through structured transition frameworks.
• Cost Efficiency—Shift from fixed internal costs to fund expenses, improving financial flexibility.
• Technology Access—AI, automation and cloud solutions without upfront investments.
• Regulatory Confidence—Compliance with evolving industry regulations.
• Employee Growth & Benefits—Competitive compensation, career pathways and strong workplace culture.

Position Your Business for the Future

Lift-outs are more than just an operational shift—they are a strategic move toward efficiency, innovation and long-term growth. With SS&C as your trusted partner, your organization can navigate cost pressures, talent shortages and technology challenges with confidence.

See how companies like yours are thriving with lift-outs. Read our "Mine Super Outsources to SS&C to Improve Costs and Deliver Continued Member Satisfaction" case study to discover more.