See it in live
Broadridge
Broadridge is a global technology and solutions company that provides critical infrastructure for the financial services industry.
Category
Pre-sales & Sales
Website
https://www.broadridgeadvisor.com/
Share this article:
Showcase
Pre-sales & Sales

How to add a client?

What is Broadridge?

Broadridge is a global technology and outsourcing services provider specializing in the financial industry. It offers a wide range of solutions for banks, broker-dealers, asset managers, and other financial institutions. Broadridge helps organizations enhance their operational efficiency, improve customer experiences, and navigate complex regulatory requirements.

Who is it for?

Broadridge's services are designed for financial institutions of all sizes, including banks, broker-dealers, asset managers, and wealth management firms. It also caters to corporations and investors who rely on financial services for their operations and investments.

How does Broadridge work?

Broadridge works by providing technology-driven solutions that enable financial institutions to streamline their operations and manage various aspects of their business. The company's comprehensive suite of solutions covers areas such as investor communications, securities processing, data analytics, risk management, and regulatory reporting. Broadridge's solutions leverage advanced technologies, such as artificial intelligence, machine learning, and blockchain, to automate and optimize processes, mitigate risks, and ensure compliance with industry regulations. The company also offers consulting services to help organizations navigate industry trends, regulatory changes, and market challenges.

How is Broadridge used?

Financial institutions can engage with Broadridge by partnering with the company and implementing its solutions to address their specific business needs. Broadridge collaborates with its clients to understand their requirements and develop customized solutions to address their unique challenges. Broadridge's solutions can be used to automate investor communications, such as proxy voting, shareholder reports, and personalized marketing campaigns. They also support securities processing, including trade confirmation, settlement, and reconciliation. The company's data analytics capabilities enable organizations to gain insights into their operations, customer behavior, and market trends. Broadridge's risk management and compliance solutions help organizations adhere to regulatory requirements and maintain robust control frameworks. This includes managing regulatory reporting, monitoring transactions for suspicious activities, and ensuring data security. Broadridge's solutions are flexible and scalable, allowing organizations to adapt to changing business requirements and market conditions. By leveraging Broadridge's technology and expertise, financial institutions can streamline their operations, reduce costs, and focus on delivering value to their clients. See a quick interactive demo about Broadridge.
Demo Showcase

Built to impress

Why leading companies build with Guideflow

More demos
A cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.