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Financial Services
Expert solutions for financial services for over five decades
- Asset Management
  Alternative Managers
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  Fund Administrators and Prime Brokers
  - Support operational control and scalability
  - Adapt to growing investment complexity and regulatory burden
  Global Investment Managers
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  CLO Managers
  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
  Private Debt
  - Enhance and simplify portfolio management
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- Capital Markets and Banking
- Wealth Management
  Wealth Management Firms
  Retirement Services Providers
  - Optimise trade processing
Corporations
Streamline shareholder communications and management
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- Increase efficiencies in managing cash and risk
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Transform your business with communications, technology, data and analytics solutions
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- - Asset Servicing
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    - For Wealth Management Firms
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- Broadridge Payments-as-a-Service
- - Business Process Outsourcing
    - For Alternative Managers
    - For Global Investment Managers
- - Business Process Outsourcing
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
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- Compliance and Regulatory Accounting Business Process Outsourcing
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- - Credit and Market Risk
- Custody Expense Management
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- Data Management, Warehouse and Reporting
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- Digital Solutions
- Distribution 360
- DLT Repo
- End-to-end Lombard Lending
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- Factsheet Production and Distribution
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- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Data Distribution with Galaxia Data API
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- Institutional Market Intelligence
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- Intermediary Fee Management
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    - For Global Investment Managers
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- Lombard lending in the Cloud
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Article

A Framework to Evaluate and Prioritise Automation Projects

Broadridge's Martin Walker and Martin Seagroatt provide a guide to evaluating and prioritising automation projects in this article for Securities Finance Monitor.

A Framework for Evaluating and Prioritising Automation Projects

posted October 17 2018

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Martin Seagroatt

Global Marketing Director - Securities Finance and Collateral

Automation is the new “big thing” in capital markets, but weren’t computers invented to automate the work of humans that would otherwise be done by people? Predictions of wide-scale replacement of people by systems are not remotely new. In capital markets, the historical trend has been for systems to supplement people, supporting greater volumes and more complex products. So what is different about the current wave of enthusiasm for automation compared to those in previous decades?

Learn More

White Paper

What are the Applications for Artificial Intelligence in Securities Finance and Collateral Management?

Capital Markets

Broadridge, a global Fintech leader with
$5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for our clients and help them get ahead of today’s challenges
to capitalise on what’s next.

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