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Financial Services Case Studies and Customer Success Stories with Broadridge
A large North American Fund Administrator - Financial Services
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 for fund managers. Broadridge delivered a customizable platform with data cleansing, automation, and analytics. The solution enabled multiple pricing sources, improved reporting, and reduced internal workload. The client now offers enhanced pricing transparency and compliance for investment managers.
European long/short fund - Financial Services
Broadridge Portfolio Master helped a European long/short fund cut workflow inefficiencies. The fund needed real-time P&L and risk views for... two sub-books managed by different portfolio managers. Broadridge delivered a single, flexible order and portfolio management system with minimal IT needs. The fund saw lower operating costs, fast deployment, and strong customer support. Hosted services reduced hardware and staff costs while supporting electronic trading and compliance.
Asset Manager - Financial Services
Broadridge provided market share data to an asset manager. The asset manager used this timely data to help their sales... team. The solution enabled better decision-making and improved sales effectiveness. The case highlights the value of data analytics in financial services. Broadridge's tools supported the asset manager's growth and client engagement.
Tier 1 U.S. Wealth Management firm - Financial Services - Very Large
Broadridge Business Process Outsourcing helped a tier 1 U. S. wealth management firm with over 15,000 advisors and $1T+ in...assets. The firm faced challenges with scaling operations and maintaining staffing. Broadridge BPO provided technology and expertise to transform back-office workflows. The solution increased processing capacity by 150% with zero errors. Advisor and client satisfaction rose by 30%. The firm also saw a 1.5x increase in timely managed voluntary elections.
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.
Health, Wellness and Fitness Case Studies and Customer Success Stories with Broadridge
One of the nation’s largest health plans - Health, Wellness And Fitness
Broadridge StatementPacks helped one of the nation’s largest health plans save about $700,000 a year. The company serves over 10... million members and sends 80+ million statements annually. By combining multiple mailings into one secure package, they reduced mail pieces by more than 400,000 a month. StatementPacks improved privacy, convenience, and met regulatory needs. The solution also cut operational and postage costs for the health plan.
Customer Success Stories of Broadridge
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.
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.
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.
Merck Selects Broadridge to Transform Treasury Operations with Real ...
Merck Selects Broadridge to Transform Treasury Operations with Real ...
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.
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.
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.
Booking.com Adopts Broadridge Swift SCORE+ for Payment Flows
Booking. com has adopted Broadridge's Swift SCORE+ solution to enhance its payment flow processes. This deployment demonstrates Broadridge's strength in...providing advanced financial technology for secure and efficient payment operations in the travel and hospitality sector.
Booking.com Advances Corporate Payments with Broadridges Service for Swift SCORE+, Enabling Real-Time Tracking and Efficiency
Broadridge Financial Solutions has enabled Booking. com to implement Swift SCORE+ services, streamlining corporate payments with real-time tracking and enhanced...efficiency. This deployment allows Booking.com to optimize payment processing and transparency, leveraging Broadridges fintech platform for improved operational control in global transactions.