Broadridge Financial Solutions

Broadridge Financial Solutions

Broadridge Financial Solutions provides a wide range of financial services including asset management, capital markets, consumer finance, and insurance solutions designed to enhance operational efficiency and client engagement.

Location: United States
Software Type: Web App
Categories:

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Description

Broadridge Financial Solutions delivers extensive services and solutions tailored for the financial sector, focusing on asset management, capital markets, consumer finance, and insurance. With over five decades of experience, Broadridge is dedicated to improving operational efficiency and managing risks for its clients, including institutional investors, mutual funds, and retirement services providers.

### Key Functionalities
- Asset Management: Solutions for portfolio management, regulatory compliance, and investor engagement. Broadridge helps organizations maximize their investor communications and streamline their trade life cycles.
- Consumer Finance: Tools and strategies aimed at enhancing customer communications, thus turning information into actionable insights. This includes providing support for compliance with regulations and improving operational workflows.
- Insurance Services: Comprehensive solutions designed to meet the needs of insurance providers, ensuring they can manage risks effectively while simplifying their processes.
- Capital Markets: Expertise in transforming trade life cycles and improving operational efficiencies, catering to various stakeholders in the market.

Broadridge’s services are designed to simplify complex processes, enhance communication strategies, and ultimately improve service delivery for financial institutions, ensuring they remain competitive in an evolving market landscape.

Features

Operational Risk Management

Tools and strategies to identify, assess, and mitigate operational risks in financial processes.

Regulatory Compliance Services

Assistance in navigating complex regulatory environments to ensure compliance and minimize risks.

Investor Engagement Solutions

Strategies to enhance communication with investors and improve engagement through targeted outreach.

Portfolio Management Tools

Comprehensive software solutions to manage investment portfolios effectively.

Strategic Communication Enhancements

Improving communication strategies for better client and investor interactions.

Tags

financial technologyinvestment servicesfinancial complianceclient engagement

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support