Everest Group PEAK Matrix® highlights
Broadridge's strength in digital platforms for regulatory investor
communications and top rating for value delivered and technology
capability
NEW
YORK, Sept. 7, 2023 /PRNewswire/ -- Broadridge
Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has
been recognized by independent research firm Everest Group as a
Leader in its inaugural Digital Experience Platforms (DXP) in Asset
and Wealth Management (AWM) Products PEAK Matrix® Assessment 2023.
In this report, Everest Group evaluates 12 leading DXP providers
with solutions that are enabling asset and wealth managers to
optimize their processes, personalize client interactions, and
create an enhanced advisor experience.
"Broadridge is continuously investing in its experience-related
portfolio for Asset and Wealth Management (AWM), including building
persona-specific solutions for both clients and advisors. The
company has built a powerful market recall in this space with the
help of its investments in digital experience talent and
compelling, prevalent thought leadership," said Kriti Gupta,
Practice Director, Everest Group. "Recognition from clients on its
strong third-party partnership ecosystem and transformative
solutions empowering advisors to foster deeper client engagement
have helped Broadridge to earn a Leader recognition on Everest
Group's Digital Experience Platforms (DXP) in Asset and Wealth
Management (AWM) Products PEAK Matrix® Assessment 2023."
"This is great recognition of Broadridge's work scaling next-gen
platforms and driving data-rich digital experiences," said
Doug DeSchutter, Co-President,
Investor Communication Solutions. "We partner with our clients to
accelerate their digital transformation and drive digital
engagement among their investors. With hundreds of clients on our
digital platforms and the introduction of game-changing
innovations, such as Wealth InFocus, we will continue to serve as
an industry leader by leveraging our platform modernization and
investments."
Providers were assessed on information submitted for calendar
year 2023, interactions with DXP providers, client references and
success stories, and buyer feedback. Leaders showcased extensive
coverage across all three modules of content management system,
client experience, and advisor experience, and are widely adopted
by AWM firms across geographies. Leaders have invested heavily in
developing digital solutions, such as real-time dashboards, virtual
agents, 360-degree customer data analytics, and next-best-action
support by leveraging advanced analytics, artificial intelligence,
machine learning, and automation. Leaders have a robust partner
ecosystem and have invested in developing collaborative
go-to-market strategies, thought leadership, and Centers of
Excellence with their partners to drive innovative offerings.
"Our technology and talent investments began decades, not years,
ago and have enabled us to provide companies – large and small,
across financial and other industries – with transformative digital
platforms that improve customer experiences, significantly reduce
costs, and increase efficiencies for firms," said Mike Alexander, President of Wealth Solutions at
Broadridge. "We are delighted to see our team and digital
experience offerings recognized by Everest Group as we continue to
invest in capabilities that empower our clients in modernizing
their tech stacks to establish enduring competitive
advantages."
Broadridge delivers a suite of innovative, market-ready
component solutions designed to deliver what's top of mind for
every asset and wealth management firm: personalizing the investor
experience, driving advisor revenue and productivity, digitizing
investment and enterprise operations, and delivering cost
efficiencies. Broadridge's open model allows asset and wealth
management firms to tap into one or many components, helping them
to modernize key parts of their tech stack in line with their
strategic needs.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech
leader with over $6
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 banks,
broker-dealers, asset and wealth managers and public companies.
Broadridge's infrastructure serves as a global communications hub
enabling corporate governance by linking thousands of public
companies and mutual funds to tens of millions of individual and
institutional investors around the world. Our technology and
operations platforms underpin the daily trading of more
than $10 trillion of equities, fixed income and other
securities globally. A certified Great Place to Work®,
Broadridge is part of the S&P 500® Index, employing
over 14,000 associates in 21 countries.
For more information about us and what we can do for you, please
visit www.broadridge.com.
Investors:
W. Edings Thibault
Investor Relations
+ 1 516-472-5129
Edings.thibault@broadridge.com
Media:
Gregg
Rosenberg
Corporate Communications
+1 212-918-6966
Gregg.rosenberg@broadridge.com
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SOURCE Broadridge Financial Solutions, Inc.