Financial Services Case Studies and Customer Success Stories with Broadridge
Tier 1 U.S. Wealth Management firm
- Financial Services
- Very Large
USA
Broadridge Business Process Outsourcing helped a top U. S. wealth management firm transform its operations. The firm, with over 15,000...advisors and $1T+ in assets, faced challenges scaling support and managing complex workflows. Broadridge streamlined processes, automated legacy tasks, and improved communication between teams. The results included a 150% increase in processing capacity, 1.5x more voluntary elections managed, and a 30% rise in advisor and client satisfaction. The solution delivered error-free operations and higher productivity.
A large North American Fund Administrator
- Financial Services
- Large
Broadridge Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a... flexible pricing solution for asset valuation and data management. Broadridge delivered a customizable platform with analytics, reporting, and automation. The solution enabled fast integration, pricing transparency, and reduced internal workload. Fund managers now access multiple pricing sources and improved exception management.
A leading asset manager
- Financial Services
- Large
Broadridge Market Analytics helped a leading asset manager get better market share data. The firm moved from quarterly to monthly... reporting. This let sales teams react faster to market changes. Broadridge gave them custom dashboards and detailed reports. The asset manager could now target new sales opportunities and optimize wholesaler territories. Leadership used the data to align compensation with performance.
European long/short fund
- Financial Services
- Small
Broadridge Portfolio Master helped a European long/short fund gain real-time views of P&L and risk. The fund needed a single... solution for order and portfolio management with minimal IT support. Broadridge delivered an integrated platform, reducing operating costs and eliminating the need for custom spreadsheets. Portfolio managers can now place trades directly and monitor exposure instantly. The fund benefited from fast deployment, strong customer support, and lower total cost of ownership.
A large North American Fund Administrator
- Financial Services
- Large
Broadridge Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a... flexible asset valuation pricing solution and faster adaptation to complex rules. Broadridge delivered a customizable platform for pricing, analytics, and reporting. The solution enabled fund-specific price selection, improved data accuracy, and reduced internal workload. The client now offers enhanced pricing transparency and supports global investment managers with multiple data sources.
One of the nation’s largest health plans
- Hospital & Health Care
- Very Large
USA
Broadridge StatementPacks helped one of the largest US health plans save about $700,000 a year. The company used StatementPacks to... combine multiple member communications into one secure package. This reduced mail pieces by over 400,000 each month. Members now get a simpler, more convenient experience. The solution also supports privacy and regulatory needs.
Bayer AG Successfully Migrates to Broadridge Swift Service Bureau ...
Bayer AG has successfully migrated to Broadridge's Swift Service Bureau, enhancing its global payment infrastructure with secure, standardized financial messaging. This transition supports... Bayer's complex system integration and compliance needs, managing 4 million transactions annually across 80+ banking partners. The project, delivered in two phases, strengthens Bayer's operational resilience and regulatory readiness.
Tavira Financial has chosen Broadridge's High Touch Order Management System to enhance its trading and operational infrastructure. This deployment will... streamline Tavira's trading workflows, improve efficiency, and provide better access to global markets. Broadridge's scalable platform will support Tavira's agency brokerage model, enabling it to handle increased trading volumes and maintain operational flexibility.
Tavira Financial Selects Broadridge Financial Solutions For Agency ...
Tavira Financial has chosen Broadridge Financial Solutions to enhance its agency operations, indicating a strategic customer acquisition for Broadridge.
Broadridge Empowers Tavira Financial's Growth with Integrated Solutions
Tavira Financial has chosen Broadridge's High Touch Order Management System and middle office solutions to enhance its trading workflows and global market connectivity. This adoption aims... to reduce operational complexity and improve trade volume handling, supporting Tavira's agency brokerage platform expansion. Broadridge's scalable architecture offers flexibility across execution styles and asset classes, meeting the growing demands of brokerage firms.
Tavira taps Broadridge tech to handle trading and global market links
Tavira has chosen Broadridge's technology to manage its trading operations and connect with global markets, highlighting Broadridge's role in enhancing financial services infrastructure.
Broadridge Financial Solutions has been deployed by Tavira Financial
Tavira Financial has deployed Broadridge's High Touch Order Management System, connectivity, and middle office solutions to enhance its trading and operational infrastructure. This integration aims... to optimize Tavira's trading workflows and improve global market connectivity, supporting their agency brokerage platform's growth and efficiency.
Tavira chooses Broadridge to support its agency brokerage platform and ...
Tavira Financial has selected Broadridge's High Touch Order Management System (OMS) and connectivity solutions to enhance its agency brokerage platform. This integration aims... to optimize trading workflows, reduce operational complexity, and improve global market connectivity, supporting Tavira's growth and scalability in handling increased trade volumes.
Matsui Securities Adopts Broadridge's JASDECPS on SaaS Platform ...
Matsui Securities has adopted Broadridge's JASDEC Processing Solution (JASDECPS) on a SaaS platform to enhance its securities lending operations. This integration aims... to streamline processes, boost efficiency, and support Matsui's growth in the securities lending market by automating trade matching and securities transfers. The partnership aligns with Matsui's strategic transformation goals and leverages Broadridge's expertise in Japan's financial sector.
Broadridge Financial Aktie: Zentrale Rolle in der Proxy-Saison 2026 und ...
Broadridge Financial Solutions plays a key role in the 2026 proxy season, acting as a crucial partner for corporate governance. The company is... named as the official tabulator for shareholder meetings by firms like LKQ Corporation and Capital One Financial. This highlights Broadridge's dominance in digital voting processes and its stable demand for governance services, reinforcing its position as a fintech leader.
Broadridge Financial Aktie im Fokus der Proxy-Saison 2026: Zentrale ...
Broadridge Financial Solutions is central to the 2026 proxy season, serving as the official tabulator for shareholder votes for companies like LKQ Corporation and Capital One Financial. This role underscores... Broadridge's pivotal position in corporate governance, leveraging its technology for virtual meetings. The company benefits from stable governance service revenues and is expanding into quantitative technologies and global fund distribution through Acolin.
Merck Selects Broadridge To Transform Treasury Operations With Real-Time Account Visibility
Broadridge Financial Solutions has been selected by Merck to enhance its treasury operations using Broadridge's Swift Service Bureau and SCORE+ services. This collaboration enables... Merck to access real-time financial data across over 400 accounts globally, improving cash management and payment processing. The solution simplifies Swift integration, reducing costs and complexity, while supporting Merck's need for extensive account visibility and efficient API calls.
Wedbush Securities Selects Broadridge for Tech Platform Modernization ...
Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its operations. This partnership will integrate Broadridge's... comprehensive trading and post-trade solutions, including workflow automation and AI-driven insights, to enhance Wedbush's clearing and wealth management operations. The collaboration aims to drive digital innovation and improve client experiences.
Wedbush taps Broadridge to modernise clearing and wealth platforms
Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its clearing and wealth platforms. This collaboration will... integrate Broadridge's trading, post-trade, and regulatory reporting services, enhancing Wedbush's digital transformation and operational efficiency. Broadridge's platform offers features like AI-driven insights, real-time notifications, and support for emerging asset classes, positioning Wedbush for growth and innovation in the FinTech market.
Broadridge Enabling Rapid Compliance with EU Instant Payments ...
Broadridge has announced significant adoption of its service for instant payments compliance with EU regulations. The service offers fast, cost-efficient... access to the ECB's TIPS system, enabling real-time payments. Since its launch in 2024, Broadridge has onboarded seven clients, enhancing transaction speed and efficiency. Partnerships with CPB SOFTWARE and Foconis have facilitated rapid deployment.
