Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Broadridge Financial Solutions, Inc.

Broadridge provides technology and operations solutions for financial services firms, focusing on enhancing operational efficiency and improving customer engagement.

Broadridge

Broadridge India

RPM Technologies (now Broadridge)

Broadridge Customer Communications

Broadridge APAC

Broadridge Capital Markets and Banking

Broadridge Asset Management Solutions

Broadridge EMEA

LTX, A Broadridge Company

Broadridge Wealth Management

Broadridge Corporate Issuer

Broadridge Financial Solutions, a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. 

We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers, and public companies. 

Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. 
Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income, and other securities globally. 

A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Digital Asset

Get a head start on successful Tailored Shareholder Reports by creating clear, simple reports for every fund and share class. Our automated composition solution with integrated iXBRL tagging streamlines report creation and filing, offering a scalable solution. 

Find out how. https://lnkd.in/eq8jG8BG #TailoredShareholderReports

We’re looking ahead to what’s next and how we can empower our clients to stay ahead of it. We asked 10 of our leaders to share what they expect in the year ahead. 

Read the full predictions for what 2024 has in store: http://spklr.io/6040WRxg

“Leaders have to know when and how to push and, maybe more importantly, when not to push,” our CTO for Global Technology and Operations, Jason Birmingham, shared with InformationWeek.

He shares how transformation is a critical skill that effective leaders have, and why motivating teams and managing change are key to ensure the success of large-scale projects.  

Dig into Jason's successful leadership strategies: https://lnkd.in/ehCEUjyi #Leadership #Transformation

“As it continues to grow in popularity, AI technology holds the potential to reshape the industry by automating tasks and enhancing decision-making, as both stakeholders and consumers push for its implementation,” says Roger Burkhardt, CTO of Capital Markets, speaking with AI:MAG. 

Roger discusses the significance of AI within the financial services industry and how leaders can guarantee successful AI implementations to boost efficiencies and positively impact revenue. 

Learn more about AI’s potential and successful implementation practices. https://lnkd.in/ee2jt59j #AI #FinancialServices

As Dr. King famously said, “Life’s most persistent and urgent question is: What are you doing for others?” His model of leadership and resiliency is one we can all learn from. Established as a national day of service, Martin Luther King Jr. Day is an opportunity to step up and give back to the communities around us. Not only can we reflect on Dr. King’s message of hope and service, but also take actions to advocate for diversity and unity.

We believe that each one of us has the power in creating an inclusive environment and making a difference in the world. #MartinLutherKingJrDay #DayOfService

Our CEO, Tim Gokey, spoke about how we're working to democratize investing with Fast Company's Stephanie Mehta for the Modern CEO newsletter. They discuss how our technology solutions empower our financial services clients to be more innovative and individual investors to increase their engagement.
 
Dive into the interview: https://lnkd.in/eh6Tnvcx #FinancialServices

Introducing OpsGPT, a co-pilot for operations users, analysts, and management teams to better manage operations across the post-trade lifecycle. 

“OpsGPT is the GenAI-powered-copilot that will simplify and optimize trading operations, generating a step change in productivity for operations teams, creating post-trade trade lifecycle event transparency and empowering users to swiftly remediate, reduce, and prevent risks,” said Vijay Mayadas, President of Capital Markets.

Learn how leveraging automation will allow clients to operate at peak efficiency, despite changing regulations and market complexities. http://spklr.io/6042WMwK #CapitalMarkets #TailoredShareholderReports

We’re teaming up with Boring Money to provide a single source of data to support a comprehensive analysis of price and value, consumer understanding and consumer support. 

In an industry that distributes products through intermediaries, aligning product analysis with a detailed understanding of the end customer is difficult. 

Read the press release: https://lnkd.in/eigDZDyr

We are proud to announce the launch our Disability Equity Associate Network’s (DEAN) India chapter!

Kicking off this milestone event were our leaders, John Hogan, Sr. Managing Director – Global Tech; Sheenam Ohrie, Managing Director – Broadridge India; and Ritu Rakhra, our Head of HR.  We were also honored to have the global co-chairs of DEAN, Pamela Lilienthal and Jack Rose, join us virtually to share their insights and experiences on the journey to equity, and the pivotal role that the new chapter of DEAN will play in ensuring equal opportunities for all.

Through this initiative, we aim to raise awareness around the workplace challenges that affect Broadridge associates and their loved ones with disabilities and create a safe and compassionate space for people with disabilities & their allies. We are committed to fostering awareness and to championing equal opportunities for all. #DEANIndiaChapter

Tailored Shareholder Reports and new online availability requirements create digital challenges for funds. 

Asset managers’ main concerns:
• Increased web hosting rules will burden operational resources
• The shift from 30e-3 notices will take focus away from digital engagement and e-delivery

Take on both challenges at once by optimizing internal processes and enhancing the shareholder experience. https://lnkd.in/eJruebzJ #TailoredShareholderReports

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