Exclusive Interview with SS&C GIDS’ Spencer Baum

Discover how SS&C Technologies’ Global Investor and Distribution Solutions (GIDS) business is transforming the future of asset servicing in this exclusive interview between SS&C Managing Director, Spencer Baum, and Citisoft Managing Partner, David Higgins.

From digital transformation and regulatory pressures to the growing importance of client experience, Spencer outlines how SS&C is leveraging technology and scale to deliver next-generation solutions.

• Aligning Asset Manager and End-Client Needs
  Spencer explains how SS&C GIDS delivers scalable, high-touch services that support both asset managers and their clients.
• Digital-First, Scalable Operations
  With 9,000+ professionals and 1,000+ bots, Spencer shares how SS&C is driving operational efficiency through automation, AI, and real-time service delivery.
• Trends Shaping Asset Management
  Spencer and David’s discussion covers cost model optimisation, expanding distribution into new regions and products, tokenised funds, and regulatory shifts like Consumer Duty and T+1.
• Client Experience as a Strategic Priority
  Spencer highlights how client expectations, brand differentiation, and digital tools are reshaping how firms engage and retain clients.
• AI, Automation, and the Metaverse
  From robotic process automation and large language models to immersive virtual environments, Spencer shares how SS&C is embracing innovation to streamline operations, elevate client experience, and enable expansion into new markets.

Meet the Speakers

Spencer Baum

Managing Director, SS&C Technologies

Spencer leads client management for SS&C’s Global Investor and Distribution Solutions (GIDS) business, overseeing service delivery across asset management, wealth, pensions, and advisory sectors globally.

David Higgins

Managing Partner, Citisoft EMEA

David leads Citisoft’s EMEA practice, shaping strategy and overseeing service delivery for transformation programmes across the investment management industry.

This interview is part of Citisoft's Solution Market Perspective Series