Congratulations on your win at Global Custodian’s Leaders in Custody awards. What – for you – were the contributing factors behind the successful year that led to this award?
Winning this award reflects Broadridge’s continued dedication to transforming how financial institutions manage the full asset servicing lifecycle. Central to this was the launch of our next-generation, end-to-end asset and securities servicing platform – an integrated, modular solution designed to unify and simplify previously fragmented processes.
By consolidating critical functions – such as tax, corporate actions, proxy voting, class actions and reporting – onto a single, global platform, we’ve empowered our clients to manage operations seamlessly across multiple markets and asset classes.
We are deeply committed to investing in innovation, with a particular focus on our advanced data ontology which creates a unified, golden source of data across all functions. This high-quality, harmonised data unlocks the full potential of our AI tools, turning fragmented information into a powerful asset that drives better decision-making, efficiency, and value across the organisation.
Most importantly, we partnered closely with our clients to ensure our solutions address their evolving needs, including regulatory compliance, scalability, and operational resilience.
Could you outline some of the main achievements and milestones from the year?
Could you outline some of the main achievements and milestones from the year?
The rollout of our modular global asset and securities servicing platform marks a step-change for the industry. It delivers a fully integrated, real-time, multi-currency experience across capital markets, wealth management, asset management and global custody – the first solution of its kind to unify this expansive range of asset servicing activities from tax and performance reporting to proxy voting and class actions in one interoperable framework.
Broadridge’s “Single Way In” approach eliminates legacy system silos and ensures seamless data flow across all functions, enhancing automation, straight-through processing, and data quality.
A significant milestone was the integration of advanced AI and dynamic, persona-based dashboards. These tools give clients access to predictive analytics and real-time insights, allowing them to drive operational efficiency, monitor risk, and automate complex workflows.
Successful, large-scale deployments for a number of leading organisations validate the scalability, security and alignment of our platform in complex, real-world environments and top-tier standards, demonstrating Broadridge’s commitment to secure and resilient operations.
How do you plan to build on this success going into the rest of the year and beyond?
How do you plan to build on this success going into the rest of the year and beyond?
Looking forward, our focus remains on equipping clients with the tools, intelligence, and flexibility to navigate an ever-evolving financial landscape, addressing new regulatory challenges, accelerated settlement cycles and increased demands for resilience and transparency.
We will continue to leverage our advanced data ontology to break down silos and deliver real-time, actionable intelligence – empowering our clients to scale, adapt, and introduce new services with confidence. Our ongoing innovation roadmap involves close collaboration with clients and industry partners, maintaining a relentless focus on security, compliance, and operational excellence.
Our ambition is not only to help our clients adapt to industry change, but to set new global standards for best-in-class asset and securities servicing in the years ahead.