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Regulation Best Interest is causing disruption for firms with many asking: How do we automate triggers? How and when do we implement Form CRS? Jean Reilly, Managing Director at Broadridge Consulting Services explains what it takes to proactively respond to disruptive trends and new challenges so firms can respond with confidence. Broadridge brings the insights and proven execution that gets you ready for next.
Broadridge, a global Fintech leader with over $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 capitalize on what’s next.