LinkedIn
Facebook
Youtube
X
Visit WebsiteAIA Malaysia introduces reconciliation automation to simplify operations, improve accuracy and reduce costs
AIA
Mohd Khairil
Senior Manager Finance
Broadridge
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
Constructing a UAT Strategy for a Global Bank
APAC-based Global Bank
European Custodial Bank - Customer Case Study
European Custodial Bank
Fund overcomes workflow inefficiencies with order and portfolio management system
European long/short fund Company
Transforming operations to support a new business focus
Global Banking and Financial Services Company
Treasury Cash Management Automation
Global Clearing Bank
Reducing costs and optimizing operations with a modern technology platform
Global Financial Services Firm
Modernized Solution Helps European Bank Enhance Compliance
Global Financial Services Group
A global insurance company centralizes billing to simplify financial operations and retire legacy tools
Global Insurance Company
Precise RIA Data Drove Higher Sales
Global Investment Management Firm
Rapid conversion protects assets worth billions amid global market turmoil
Global Markets Turmoil
Global Tier 1 Bank Transforms Operations to Fuel Long-Term Growth
Global Tier 1 Bank
Post-merger Data Management Analysis at an Insurance Company
Insurance Company
John Hancock streamlines prospectus composition
John Hancock Investment Management
Transform Reconciliations for Efficiency and Risk Mitigation
Large Commercial Bank
Large Insurance Provider Outsources 60+ Million Packages Annually to Broadridge
Large Insurance Provider
Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes
Large Investment Bank
Transforming Post Trade Processing Globally Through One Platform
Large Tier 1 Global Bank
Migrating to a Customer Communications Specialist - and Saving Millions
Large US Telecommunications Provider
Achieve Regulatory Compliance & Improve Investor Experience
Large Variable Annuity Provider
Intersystem Reconciliation Drives Value for Leading Bank
Leading Bank
Quick, Easy Modernization of Reconciliations Systems Enhances Business Agility for a Leading Banking Institution
Leading Banking Institution
Centralized Reconciliations Improves European Bank Growth
Leading Corporate and Investment Bank
Insurance Provider Reduced Costs by 30% and Improved CX with Consulting Services
Leading Customer Experience Company
Business Growth Required Financial Automation to Shorten Invoice Cycles, Support Audit Requirements and Eliminate Manual Processes
Leading Global Asset Management Firm
Data Management Best Practices Applied at an Investment Bank
Leading Investment Bank
Legacy System Migration Advances Strategic Operational Roadmap at France-Headquartered Bank
Leading Multi-National Bank
Achieving Operational and Cost Efficiency
Leading Multi-National Banking and Financial Services Company
Leading Investment Services Firm Saves Time and Money with Broadridge’s Rapid Onboarding Solution
Leading U.S Investment Services Firm
A Proactive Approach to Garnering Shareholder Support for Controversial Issues
Mid-Sized Mutual Fund Company
Streamline Content Management and Distribution
Midsized Asset Management Firm
Engaging Shareholders with a Customized Proxy Approach
Mutual Fund Company
StatementPacks® Reduce Operational Costs For Large Health Plan
Nation’s Largest Health Plans Provider
Meeting the challenge of regulatory demands and creating a value added client service
North American Service Provider
Improved Prospecting Greater Efficiencies
NY Based Mutual Fund Company
A specialty Hong Kong-based asset manager streamlines investment management processes to meet growing requirements
Optimas Capital Limited
Jimmy Wong
Chief Financial Officer
Streamlining a Global Fixed Income Business Through Platform Consolidation
Tier-1 global Financial Institution
Fund administrator leverages multiple Broadridge solutions to drive operational efficiency, control and governance
Top 10 Global Fund Administrator
CAT Implementation for a Brokerage Firm
U.S. Brokerage Firm
Getting a Securities Firm Back on Track
U.S. Securities firm
Accelerating Digital Transformation With a Scalable Website Program
U.S.-Based Wealth Management Firm
Leverage scale, trim costs and improve service with a dynamic, in-house billing system
Victory Capital
Abby Hall
Assistant Controller
Global Business-to-Business Payment Solution Provider
World Largest Global Business-To-Business Payment Solution Provider
No matching case studies
