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Broadridge Distributed Marketing

MarketingOps
Cross-discipline

Broadridge provides technology and expertise to the financial services industry, focusing on investing, corporate governance, and communications. Their solutions aim to improve performance and transform the investor experience across asset management, capital markets, and wealth management sectors.

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Our read

Section 01

Works in centralizes sales/marketing comms for distributed field/agent networks; worth a look if certifications and case-study depth matter more than brand name.

“Broadridge empowers asset managers with flexible technology solutions, insights, and regulatory communications, fostering resilient growth and high performance.”

— Directory research note

Value proposition

Section 02

Broadridge positions itself as a core provider of technology and expertise for the financial industry. They offer a range of solutions designed to power investing, corporate governance, and communications, with an overarching goal of enhancing performance and improving the investor experience. Key areas of focus include modernizing platforms for scale, efficiency, and growth, and addressing evolving market trends such as tokenization.

The company supports various financial sectors including asset management, capital markets, issuers, and wealth management, as well as consumer industries. Their offerings span front, middle, and back-office solutions, governance and regulatory compliance, customer communications, data analytics, and consulting services, all aimed at driving efficiency and growth for their clients.

Core competencies

Section 03

Tokenization Capabilities

Offers end-to-end capabilities for navigating evolving tokenized financial markets, including a pulse study for market insights.

Corporate Governance & Regulatory Compliance

Provides proxy services and solutions to help organizations meet governance and regulatory obligations effectively and engage investors.

Trade Lifecycle Solutions

Delivers global, multi-asset class solutions that power trading and operations, aiming for simplification and innovation across the trade lifecycle.

Data, Analytics & Intelligence

Offers advanced solutions to unlock data power, providing actionable insights for informed decision-making within the financial industry.

Wealth Advisor Solutions

Develops solutions designed to enhance advisor productivity, optimize client portfolios, and drive growth and retention in wealth management.

Customer Communications

Provides tailored solutions for effective client engagement, designed to deliver clear, personalized, and impactful messages across industries.

Products & services

Section 04
Proxy Services
Secure, accurate, turnkey proxy solutions for corporate governance.
Tokenization
End-to-end capabilities for evolving financial markets, including insights and tools for tokenized assets.
Asset Servicing
Solutions to harmonize operations across the asset lifecycle for middle and back office efficiency.
Global Trading
Multi-asset class trading solutions to power global trading and operations.
Wealth Advisor Solutions
Solutions to enhance advisory productivity, optimize client portfolios, and drive growth and retention.
Consulting
Expert services to identify opportunities, overcome challenges, and implement strategies for business advancement.

Key takeaways

Section 05
Market Adaptation
Broadridge actively engages with new market trends, such as tokenization, offering solutions and insights into emerging financial technologies.
Operational Efficiency
The company's offerings consistently aim to streamline operations, reduce complexities, and improve efficiency across front, middle, and back offices for financial firms.
Investor Engagement
A significant focus is placed on enhancing investor experience and corporate governance through secure proxy services and effective communication solutions.
Broad Industry Reach
Broadridge serves a wide spectrum of the financial industry, including asset managers, capital markets, issuers, and wealth management, indicating a comprehensive suite of services.
Strategic Insights
They provide various reports and studies on topics like AI in financial services, tokenization, and digital transformation, indicating a thought leadership approach.

FAQ

Section 06
What industries does Broadridge serve?
Broadridge serves Asset Management, Capital Markets, Issuers, Wealth Management, and Consumer Industries.
What types of solutions does Broadridge offer?
Broadridge offers featured solutions like Proxy Services, Tokenization, Asset Servicing, and Global Trading. Their capabilities span Wealth Advisor, Front Office, Middle & Back Office, Governance & Regulatory Compliance, Customer Communications, Data, Analytics & Intelligence, and Consulting.
What is Broadridge's focus in the financial industry?
Broadridge focuses on powering investing, corporate governance, and communications to improve performance and transform the investor experience.

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