Financial Services Case Studies and Customer Success Stories with Broadridge
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. Broa...dridge 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.
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. Bro...adridge 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.
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 combinin...g 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.
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 re...al-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 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-tra...de, 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 s...olutions, 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 rea...l-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 sec...ure 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 Book...ing.com to optimize payment processing and transparency, leveraging Broadridges fintech platform for improved operational control in global transactions.
