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Case Study

Reducing Costs and Optimizing Operations with a Modern Technology Platform

How a top-five dealer in the mortgage-backed securities market partnered with Broadridge to reduce technology and operations costs.

Reducing Costs and Optimizing Operations with a Modern Technology Platform

When a global financial services firm needed to upgrade aging proprietary technology for its U.S. business, it realized the costs to do so would be excessive and not an optimal use of capital. Instead, the firm chose Broadridge because of its proven technology platform and managed services offering. Broadridge managed the costs associated with operations support for the firm’s post-trade processing while positioning the firm for future growth.