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Rethinking Reconciliation: How a global center of excellence can enhance risk management and reduce costs

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Are you sufficiently managing operational risk?

Why has the use of managed services for reconciliation grown exponentially in the past two years? Increased focus on risk, regulations, and cost reduction has heightened the need for greater transparency and efficiency across all areas of financial services operations. Today, leading firms are partnering with an expert solutions provider to streamline their reconciliation function and manage operational risk. It’s time to rethink how your firm is approaching reconciliations.

Discover how leading firms are centralizing their reconciliation platforms to improve efficiencies and enhance risk management.

To learn more, download your copy of "Rethinking Reconciliation: How a global center of excellence can enhance risk management and reduce costs."

Leverage Broadridge Reconciliation Managed Service solutions and staff to enhance operational efficiencies, mitigate risks and reduce costs.

Contact Broadridge

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North America: +1 888 237 1900
EMEA: +44 20 7551 3000
APAC: +852 2869 6393

Why Broadridge?


  • A complete multi-asset solution
  • Enterprise-wide business monitoring
  • Industry-leading infrastructure design
  • Unparalleled knowledge and domain expertise
  • Award-winning technology

With 50 years of experience, Broadridge sets the standard for financial services operations, processing $4 trillion in fixed income and equities instruments daily.

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Robust Corporate Governance is a Must
Demi Derem discusses the business challenges faced by the custodian and asset servicing communities.
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The Five Governance Questions Issuers and Investors Need to Ask

Drive Transformation

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

  • We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
  • Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
  • Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.


BROCHURE
Managed Services for Reconciliation
A best-practice approach for business monitoring and control.
Download Now

The Five Governance Questions Issuers and Investors Need to Ask

Drive Transformation

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

  • We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
  • Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
  • Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.


SOLUTION OVERVIEW
Broadridge Reconciliation Managed Service solutions
Streamline your reconciliation and exception management processes—and achieve potential cost savings of 30-50% or more—by outsourcing to Broadridge.
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