Real-World Case Studies and Customer Success Stories with Broadridge

Broadridge’s NYFIX Matching helped a global asset management firm transform its post-trade processing. The firm faced rising equity trading volumes,... manual workflows, and high costs. NYFIX Matching delivered faster processing, technology upgrades, and multi-asset support. After-hours operations dropped from two hours to just 20 minutes. The firm now scales equity trading more efficiently and plans further optimization.
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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.
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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.
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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.
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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.
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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.
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Aviso, a Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims to... enhance advisor productivity and client experiences by leveraging Broadridge's open API architecture and Advisor Workstation components. The platform will streamline operations, reduce costs, and provide real-time data access, supporting Aviso's growth and adaptation to industry changes.
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Aviso, a Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims to... enhance advisor productivity and client experiences by integrating Broadridge's open API architecture with Aviso's systems. The platform will streamline operations and support Aviso's growth in the evolving financial services landscape.
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Broadridge Financial Solutions has delivered a next-generation reconciliation platform to Raiffeisen Bank International, enhancing the bank's financial operations.

Aviso, a leading Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims... to enhance advisor productivity and client experiences through a scalable, open API architecture. The platform will streamline operations, reduce integration costs, and support Aviso's strategic growth in the wealth management sector.
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Broadridge extends its agreement with Kyndryl to enhance its infrastructure with AI and quantum-safe capabilities. Kyndryl will modernize Broadridge's data... centers and integrate AI operations to improve resiliency and scalability. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge Financial Solutions, Inc. has extended its agreement with Kyndryl Holdings, Inc. to enhance its infrastructure with AI-enabled operations and... quantum-safe capabilities. Kyndryl's AI-powered platform will support Broadridge's strategy to modernize wealth management and trading systems. This collaboration aims to improve resiliency, scalability, and cryptographic protection, ensuring reliable high-volume trading and financial services operations.
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Broadridge extends its partnership with Kyndryl to enhance its core platforms with AI-enabled operations and quantum-safe capabilities. Kyndryl will modernize... Broadridge's data center and network architecture, integrating the Kyndryl Agentic AI Framework to improve resiliency, scalability, and security. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge and Kyndryl have extended their agreement to enhance Broadridge's infrastructure with AI and quantum-safe capabilities. Kyndryl will modernize Broadridge's... data center and mainframe environment, integrating AI-enabled operations for improved resiliency and scalability. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge Financial Solutions has deployed its agentic AI capabilities across capital markets and wealth management workflows, automating operational analysis and exception resolution. The platform, used... by over 40 clients, aims to reduce operational costs by up to 30% and processes millions of transactions monthly. It features a financial services ontology and is exploring open industry resource availability to enhance AI adoption.
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Broadridge has opened a new hub in Glasgow to enhance its global business process outsourcing (BPO) capabilities. This strategic move... supports Broadridge's international expansion and addresses growing demand for operational resilience and geographic diversification among financial institutions. The Glasgow center will deliver key operational services, including corporate actions and static data management, with a global investment bank as its anchor client.
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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.
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Bayer has transitioned to using Broadridge's Swift Service Bureau, enhancing its financial transaction processing capabilities.

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.

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.
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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.
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Tavira Financial has chosen Broadridge Financial Solutions to enhance its agency operations, indicating a strategic customer acquisition for Broadridge.

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.
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Tavira selects Broadridge for its financial technology solutions, enhancing Tavira's operational capabilities.

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.
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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.
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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.
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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.
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Merck Selects Broadridge to Transform Treasury Operations with Real ...

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.
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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.
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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.
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