15 Broadridge Testimonials

"A large insurance company chose Broadridge to produce more than 60 million packages annually, including policies, letters, confirms, statements, checks, contracts, regulatory pieces, and more."

“Broadridge’s scale and use of emerging technologies allowed us to consolidate vendors, accelerate mail delivery and reduce postal costs while improving the client experience. With Broadridge’s Rapid Onboarding solution, we experienced cost and time efficiencies that exceeded our expectations.”

“Quickly narrow our universe of prospects and Reduce the number of sales meetings required to close the deal by 25%” .

“Flexibility of the system has helped to ease our reconciliation process today as well as innovate for future growth.”

“The project was a great success! With extensive collaboration from the UK project team, we were able to meet our aggressive timelines. The solution has enabled us to centralize our processes and improve the timeliness and accuracy of our billing.”

“As the currency markets rotate between Tokyo, London and New York, [the client] is able to trade global positions at any time during the day from any location without any system shutdown.”

“We were being diligent about reducing disparate vendor integration risk while we streamlined our processes; by leveraging one integrated platform, we were able to build out our infrastructure without having to become systems integrators.”

“The Broadridge reporting solution allowed us to further standardize our global operating procedures. The technology enabled us to extend the automation of various processes and integrate data flows from multiple external sources into a system that supports our global business.”

"The firm has been able to bring its systems back in line after using reconciliation to identify mismatches between customer account information."

“Prior to implementation, we spent weeks with auditors collecting manual reports, answering questions and providing a large sample of data to ensure consistency. The Broadridge solution has saved us at least 1-2 weeks a year on just the annual audits. When combined with the savings of approximately half a day a month for accruals and the more simplified and streamlined process, it is just the beginning of what we hope to do moving forward.”

“Due to the Munder acquisition, we had an incredibly tight implementation window – a few months shorter than what they normally have – but the onsite [Broadridge] team was easy to work with and eager to accommodate.”

“With its accurate and smooth processing capability, Broadridge’s investment management solution helps us address critical challenges and needs.”

“We selected FXL as part of our strategy to offer our clients the best possible service and to further increase efficiency in our cash management processes. The combination of Broadridge ’s partnership approach, robust functionality, and frontto-back capabilities made the company and its software application the best choice to support our treasury needs and evolving business.”

“The client has become self-sufficient in configuring reconciliations for all of its divisions and performing solution upgrades. Since all divisions access the same solution, all subsidiaries benefit from enhancements in the application.”

“Broadridge’s unique combined order management and portfolio management system is all that we need to support the entire workflow of our firm.”