Join us for a webinar on the state of digital transformation in financial services, with senior leaders from Citi, Morgan Stanley, ISSA - Intl Securities Services Association, and SIFMA discussing: • Executive views on technology modernization, Gen AI, and customer experience • Approaches for driving change within firms • Ideas on balancing regulatory challenges with evolving innovation priorities • Insights from the 2025 Digital Transformation & Next-Gen Technology Study Tune in: http://spklr.io/6048heBr
About us
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of 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. For more information, please visit www.broadridge.com.
- Website
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http://www.broadridge.com
External link for Broadridge
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- New York, New York
- Type
- Public Company
- Specialties
- Technology, Data and Analytics, and Communications
Locations
Employees at Broadridge
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Amit Zavery
President, CPO, and COO, ServiceNow; Board Member, Broadridge (NYSE:BR)
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Justin Garrett
Strategy and execution across marketing, brand, content, and user experience
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Hung Tsai
Implementation Engineer at Broadridge
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Richard Paterson
UX, AI and Tool Integration for Wealth Investor Technologies
Updates
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We're honored to stand alongside community leaders supporting Suffolk County families. At the Donor Appreciation Dinner hosted by Pronto of Long Island, a vital nonprofit providing food, clothing, and essential services to those who need it most, we were recognized for our ongoing donations and support in the area surrounding our Suffolk County, New York offices. Supporting local organizations like Pronto allows us to help strengthen the communities where we live and work, making Long Island a better place for our neighbors and colleagues.
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By eliminating silos in asset servicing, firms can streamline workflows, enhance decision-making, and minimize risk. Learn how our innovative approach is reimagining asset servicing and delivering superior outcomes for all stakeholders. http://spklr.io/6047hzLD #AssetServicing #Innovation #Efficiency
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“The pressure is undeniable: institutions need a next-generation operations model capable of this speed and scale, while minimizing costs and risks. Agentic AI offers a compelling answer,” Shares our President of Capital Markets, Vijay Mayadas, in a new Finextra article. Vijay examines agentic AI in action and how this next evolution of AI tools is transforming securities operations and creating real competitive advantages – or “operational alpha” – for financial institutions. Find out more about the agentic AI revolution in securities operations: http://spklr.io/6041hKzh
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We have been named among the winners at Global Custodian’s 2025 Leaders in Custody Awards, receiving the Innovation Award for the Full Asset Servicing Lifecycle. Our Global Asset Servicing Platform provides a harmonized, modular, end-to-end approach driven by a single source of data. We help our clients boost efficiency, reduce risk, and power data-driven decisions across their organizations. Find out how our award-winning platform can support your organization. http://spklr.io/6049hBxd
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Advancing our industry starts with a commitment to ethics. Stay ahead in your field with our CFP® Board-approved Ethics CE webinar—a timely update on the revised Code of Ethics and Standards of Conduct. The program delivers a flexible way to meet the annual Ethics CE requirement and provides: • 2 hours of CE for CFP® Certification, Fi360, IWI, and Investment Adviser Representative designations • Virtual, accessible learning for busy professionals • Practical application of the newest ethical standards in financial planning Secure your seat and ensure you're at the forefront of ethical standards in the financial planning industry: http://spklr.io/6043hzI5
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Our Digital Assets Solutions combine our data, governance, and investor communications strengths to deliver reliable, actionable information for the crypto and digital assets ecosystem. Explore how digital asset investors and intermediaries can benefit from greater accessibility and information: http://spklr.io/6042hBnw #DigitalAssets #Cryptocurrency #Finance #FinancialServices
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Evaluating employer-sponsored retirement managed account programs just got easier. Join Shawn O'Brien, CFA and Matt Boyle, AIFA ®, CFP®, as they detail our new DC Managed Accounts module within the Retirement Product Evaluator, giving you access to: • Intuitive side-by-side program comparisons • Standardized and easy-to-compare data points • Client-ready outputs for logical, defensible recommendations • Customizable compliance controls and tailored scoring tools Our rapidly growing proprietary database features 9 programs and more than 60 data points. This tool helps you conduct fast, defensible analysis that supports more confident plan decisions. Secure your seat to see how were helping advisors streamline operations and due diligence processes with next gen technology, data and analytics: http://spklr.io/6041hBQb
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Canadian investors are navigating historic change, with shifting leadership, tariff pressures, and economic uncertainty. Our latest Canadian Investor Study reveals: • The rise of buy Canadian • Investors are using AI – but they don’t fully trust it yet • Younger investors lead the charge on portfolio changes Find out how Canadians are adapting to transformation in finance, technology, and national identity. http://spklr.io/6049CmsT #WealthManagementInsights
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Thirty-five percent of firms are expecting to see ROI benefits from GenAI within six months of adoption, according to our 2025 Digital Transformation & Next-Gen Technology Study. Discover how leading firms are extracting value from their GenAI investments: http://spklr.io/6043hBnb
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