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About Broadridge

Global Insurance Company Gains Revenue Visibility to Facilitate Growth

Centralizes billing to simplify financial operations and retire legacy tools.

Case Study:

  • A Global Insurance Company Centralizes Billing to Simplify Financial Operations and Retire Legacy Tools
  • A global insurance company with asset management expertise has over £352 billion in assets under management (AUM)

Client Overview:

Global Insurance Company with Asset Management Expertise / AUM: £352B

  • The firm employs more than 1,400 people in 15 countries worldwide, across Europe, North America and Asia.

Problems Faced:

  • Outgrowing legacy systems unable to effectively manage complex fee structures
  • Reliance on disparate legacy tools and manual processes for billing calculations across regions
  • Inability of existing systems to support the firm's full business and handle complex internal transfer pricing requirements
  • Creation of numerous workarounds increasing the risk of errors and focusing finance teams more on production than analysis

Broadridge Solution:

  • Broadridge enterprise fee billing management solution supporting Asset Managers, Wealth Managers, and Capital Market business lines.
    • Revenue & Expense Fee Billing
    • A/R & Collections
    • Reconciliations
    • Business Intelligence

Why Broadridge:

  • Broadridge's fee billing management solution was chosen due to its expertise in automating the management of various business segments without extensive customization.
  • Replaced manual processes and Excel-based solutions with an automated, centralized solution for efficient revenue and expense management, including automated revenue splitting and rapid multi-level distribution creation.
  • Need for a fee billing solution to automate revenue and expense fee calculations, enhance oversight and control, and achieve cost savings.
  • Close collaboration between Broadridge and the client's in-house team, including co-location.
  • Impressed by the implementation speed despite the company's size, fee complexity, and data volume.

Client Results:

  • Achieve consistency and efficiencies across the entire enterprise.
  • Drastically reduce manual processes and data re-keying, saving time and reducing errors.
  • Automate transfer pricing, streamlining complex calculations and ensuring accuracy.
  • Shift focus from production to analysis, enabling a more strategic approach.
  • Gain increased visibility into global revenue, facilitating better decision-making.
  • Improve management information with comprehensive reporting and analytics.
  • Consolidate billing and rebate processes, simplifying operations and enhancing efficiency.


"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."
Head of Finance

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