Broadening Asset Servicing in 2025

Shaping the future of Asset Servicing

The latest edition of the Asset Servicing Automation Survey – produced annually by Broadridge, The ValueExchange, and ISSA – tracks how the sector continues to evolve. In 2025, we spotlight a vital question: what drives today’s change‑makers to push transformation forward?

This report distills insights from a global survey of asset servicing leaders, highlighting how innovation, priorities, and challenges are shaping the future of the industry.

77%

of respondents favor standardizing with golden copy data across multiple markets – building consistency and efficiency in event processing

60%

of firms have increased their tax reclaim budgets by 10% or more year‑over-year, underscoring a growing focus on recovery and compliance

57%

of respondents point to tech companies as the most crucial enablers of change, highlighting the sector’s reliance on digital partnerships

Global volumes surge, driving scaling pressure

Firms everywhere are facing higher servicing loads. Scaling isn't optional - automation is a necessity to prevent ballooning costs.

Review report

Error rates on the rise

Human intervention and upstream data issues are systemic weaknesses.

Review report

Download Broadening Asset Servicing in 2025 - Key Findings Report

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Broadening Asset Servicing in 2025

Shaping the future of Asset Servicing

Key trends driving industry transformation

Download Broadening Asset Servicing in 2025 - Key Findings Report