Client overview
- Global Asset Management Firm / AUM: $131.1 B
- Specializes in investment strategies for institutions, intermediaries, retirement platforms and individual investors
Problems Faced
- The firm sought a dynamic billing solution to leverage scale, reduce costs, and enhance service levels
- Bringing billing in-house aligned with their goals, growth metrics, and business priorities
- The tight implementation window following an acquisition posed a challenge
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
- The firm reevaluated revenue and expense management needs due to a significant acquisition
- Selected Broadridge as a business partner for their comprehensive solution
- Broadridge's onsite team was accommodating and easy to work with during the onboarding process
- Broadridge's in-house billing solution aligned with the firm's mission of transformation and growth
- The solution was deemed a great fit right from the start by the firm's team
Client Results
- The firm reevaluated revenue and expense management needs due to a significant acquisition
- Selected Broadridge as a business partner for their comprehensive solution
- Broadridge's onsite team was accommodating and easy to work with during the onboarding process
- Broadridge's in-house billing solution aligned with the firm's mission of transformation and growth
- The solution was deemed a great fit right from the start by the firm's team
Client Quotes
“Due to the acquisition, we had an incredibly tight implementation window – a few months shorter than what they normally have – but the onsite [Broadridge] team was easy to work with and eager to accommodate”
“Bringing the billing back in-house promised to deliver on our goals, our growth metrics and other business priorities for the near- and long-term future,” noted the Investment Management Firm’s Assistant Controller