A Black Book Honors Encore

Broadridge was ranked #1 for Brokerage Process Outsourcing for the second consecutive year in the Black Book of Outsourcing, an annual report published by Brown-Wilson Group, a Datamonitor company.

In addition receiving the top overall honor in the Brokerage Process Outsourcing survey, Broadridge also ranked #1 for the second year in a row in three out of the survey’s four brokerage process outsourcing functions, including:
Execution & Clearing Services
Securities & Operations Services, and
Investor Communications & Document Management

This year, we were delighted that Access Data Corp., the data aggregation firm we acquired earlier this year, also placed among the top 20 providers in the survey.

The 2009 Black Book survey rated 78 global brokerage process services providers, and received 1,657 validated responses from the invited participants.  Client experience is the best indicator of the value we provide to the industry, and we are firmly committed to continue delivering the same degree of service, or better, that our clients acknowledge we provide today. We thank those who provided responses to the 2009 survey for the insightful feedback they provided.

Broadridge Ranked #1 in 14 of 18 Categories

Among the 18 assessed key performance indicators, Broadridge ranked #1 in 14 out of 18.

Criteria 2009 Broadridge Ranking
Vendor Overall Preference / Vertical Industry Recommendations 1
Client Relationships 1
Trust 1
Breadth of Offerings, Client Types, Delivery Excellence 1
Deployment and Outsourcing Implementation 1
Customization 1
Scalability, Client Adaptability, Flexible Pricing 1
Compensation and Employee Performance 1
Reliability 1
Marginal Value Adds 1
Viability 1
Data Security and Backup Services 1
Support and Customer Care 1
Best of Breed Technology and Process Improvement 1
Innovation 3
Training 2
Integration and Interfaces 2
Brand Image and Marketing Communications 2


Please fill out the form below to download a PDF of the full length results of the 2009 Black Book of Outsourcing® Brokerage Process Service Outsourcing Vendors survey.

First Name *
Last Name *
Name of Firm *
Phone *
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To speak with a Broadridge representative about how Broadridge services can help your firm, click here to contact us electronically, or call 1 888- 237-1900 for the US or +44 (0)20 7551 3000 for international.

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