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Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
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The right insights, right now

Access the latest news, analysis and trends impacting your business.

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Transformation Roadmap


A small tweak or quick fix can only take you so far. Leaders recognize that winning for the long-term requires more substantial transformation.

Capital Markets are getting squeezed.

Transformation Roadmap

Meet the moment.

In this environment, transformation becomes the only safe play.

Nearly all firms expect changes to their operating models and next-gen technology strategies.

Meet the moment

Six high-potential initiatives

Leaders prioritize projects where they can save now while also building for the future.

1. DIGITIZE YOUR CX

Digitize

2. GROW YOUR FRANCHISE

To enhance the client experience and boost profitability, firms are looking less at product-driven marketing and focusing more on customer objectives

Digitize

3. INVEST WHERE IT MATTERS—OUTSOURCE THE REST

As firms rethink their business model and redefine their scope, more businesses are outsourcing non-differentiating functions onto industry utilities.

Invest
Invest2

70% of firms cite “Innovative use of next-gen technologies” as the important factor when assessing Fintech service-provider relationships.

4. MODERNIZE TECHNOLOGIES

Many firms are finding that technology modernization helps to significantly drive down operating costs while also gaining greater agility.

Modernize Technologies
Modernize Technologies2

94% of the largest financial services firms (assets or AUM over $250 billion) are well into implementation of their cloud strategy.

5. CONSOLIDATE PLATFORMS

Firms are finding that merely bringing together disparate systems onto a single platform can dramatically decrease costs and reduce risk.

Consolidate Platforms

6. ENABLE YOUR DATA TO WORK HARDER

Consolidate Platforms

Rethink transformation

Transform in ways that maximize impact and increase agility.

Rethink transformation

Discover a smarter way at broadridge.com/rethink-transformation

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