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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
  Global Funds
  CLO Managers
  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
  Private Debt
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  Private Equity
  - Optimise operational efficiency and manage the entire fund lifecycle
- Capital Markets and Banking
- Wealth Management
  Wealth Management Firms
  Retirement Services Providers
  - Optimise trade processing
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Anti-Money Laundering Solution (AMLS)
- - Asset Servicing
    - For Capital Markets
    - 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
- - Collateral Management
- Compliance and Regulatory Accounting Business Process Outsourcing
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
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- Data Control Intelligent Automation
- Data Control Managed Services
- Data Control Messaging and Connectivity
- Data Control Reconciliations
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- Data Management, Warehouse and Reporting
- Derivatives Trade Processing
- 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
- Fee Billing
- Financial Report Preparation and Filing
- Financial Reporting
- 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
- Global Fund Data and Document Dissemination
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- Global Post Trade Management
- - Global Securities Class Action Services
- - Global SWIFT Services
- Institutional Market Intelligence
- Interactive Online Document Management
- Intermediary Fee Management
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    - For Global Investment Managers
- Key Information Documents
- Lombard lending in the Cloud
- Market Analytics
- MiFID II Costs and Charges
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    - For Capital Markets
    - For Wealth Management Firms
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Article

Reconciliation Realities

Broadridge’s Philip Taliaferro examines the value of operational control as a strategic asset.

posted May 17 2018

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Philip Taliaferro

Head of Strategy, EMEA/APAC

Reconciliation remains an integral part of the international financial system and is a process that has evolved from one of "data comparison" to "management of operational control".

Organisations are now searching for ways to find greater value from the data derived from reconciliation while also seeking opportunities to modernise how this function is performed.

In this Global Investor article, Philip Taliaferro, Head of Strategy for Broadridge EMEA/APAC, explores how firms are awakening to the realisation that data received and compared as part of the reconciliation process can be a strategic asset, generating business intelligence and enabling risk mitigation. He reviews the key characteristics that define reconciliation model maturity and how new technologies, such as robotic process automation and machine learning, can be applied to allow an organisation to re-imagine its operational control function.

READ THE ARTICLE

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 digital transformation for our clients and help them get ahead of today’s challenges to capitalise on what’s next.

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Asset Servicing

Bank Debt and Loan Trading

Billing and Expense Management

Business Process Outsourcing

Business Process Outsourcing

Cash Management

Collateral Management

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Foreign Exchange Trade Processing

Global Securities Class Action Services

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Operational Risk Management

Performance and Attribution

Portfolio and Order Management

Portfolio Securities Voting

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Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

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