Broadridge B2B Case Studies & Customer Successes

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Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses. The world’s leading companies and financial institutions recognize them as an invaluable partner. They handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.

Case Studies

Showing 43 Broadridge Customer Success Stories

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AIA Malaysia streamlines reconciliation and cuts costs with Broadridge

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APAC-based Global Bank accelerates UAT success with Broadridge Consulting Services

European Custodial Bank achieves centralized collateral optimization with Broadridge Xpose

European long/short fund achieves real-time P&L and risk visibility with Broadridge Portfolio Master

Global Banking and Financial Services Company achieves 30% lower operating costs with Broadridge

Global Clearing Bank achieves real-time treasury cash management with Broadridge FXL

Global Financial Services Firm achieves lower technology and operations costs with Broadridge

Global Financial Services Group achieves improved compliance and reconciliation efficiency with Broadridge

Global Insurance Company centralizes billing and reduces month-end cycle time with Broadridge Revport

Global Investment Management Firm pinpoints new RIA sales opportunities with Broadridge Opportunity Hunter

Global Markets Turmoil achieves rapid asset protection and recovery with Broadridge

Global Tier 1 Bank achieves greater efficiency and lower risk with Broadridge BPO

Insurance Company achieves 98% data accuracy with Broadridge Consulting Services

John Hancock Investment Management streamlines prospectus management with Broadridge DocuBuilder

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Large Commercial Bank achieves faster, more accurate reconciliations with Broadridge

Large Insurance Provider Outsources 60+ Million Packages Annually with Broadridge

Large Investment Bank Achieves Front-to-Back Office Automation with Broadridge

Large Tier 1 Global Bank streamlines global post-trade processing with Broadridge

Large US Telecommunications Provider saves millions with Broadridge customer communications solutions

Large Variable Annuity Provider achieves regulatory compliance and improved investor experience with Broadridge

Leading Bank achieves automated intersystem reconciliation with Broadridge

Leading Banking Institution achieves faster, more flexible reconciliation with Broadridge

Leading Corporate and Investment Bank achieves centralized, secure reconciliations with Broadridge

Leading Customer Experience Company achieves 30% Cost Reduction and Improved CX with Broadridge Consulting Services

Leading Global Asset Management Firm reduces errors and speeds audits with Broadridge revenue and expense management

Leading Investment Bank improves business intelligence and regulatory reporting with Broadridge

Leading Multi-National Bank improves reconciliation efficiency and reduces risk with Broadridge

Leading Multi-National Banking and Financial Services Company achieves operational efficiency and cost reduction with Broadridge Global Post Trade Management

Leading U.S. Investment Services Firm achieves 75% faster onboarding with Broadridge Rapid Onboarding

Mid-Sized Mutual Fund Company wins shareholder support for controversial proposals with Broadridge

Midsized Asset Management Firm achieves greater efficiency and cost savings with Broadridge ContentHub

Mutual Fund Company achieves stronger shareholder engagement with Broadridge proxy services

Nation’s Largest Health Plans Provider saves $700,000 a year with Broadridge StatementPacks

North American Service Provider achieves compliant, fund-specific pricing with Broadridge Managed Data Services

NY Based Mutual Fund Company boosts RIA targeting and competitiveness with Broadridge Opportunity Hunter

Optimas Capital Limited streamlines investment management with Broadridge

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Tier-1 Global Financial Institution streamlines fixed-income operations with Broadridge

Top 10 Global Fund Administrator achieves operational efficiency and stronger governance with Broadridge

U.S. Brokerage Firm achieves FINRA CAT compliance with Broadridge

U.S. Securities firm gets implementation back on track with Broadridge

U.S.-Based Wealth Management Firm achieves scalable, branded website management with Broadridge Website Manager

Victory Capital improves billing efficiency with Broadridge

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World Largest Global Business-To-Business Payment Solution Provider achieves 24x5 FX processing with Broadridge FXL Platform

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