Broadridge Financial Business Model Canvas

Engagement with regulators and industry groups keeps Broadridge platforms compliant, supporting 5,000+ clients and aligning product roadmaps with active rule changes. Continuous monitoring translates regulatory updates into product releases, reducing client compliance risk and remediation costs. Participation in standards bodies enhances interoperability across market infrastructures.

Broadridge partnerships with sell-side firms, custodians, market infra and tech vendors underpin FY2024 revenue $5.21B and serve 5,000+ clients in 80+ markets. They process proxies for ~90% of U.S. public companies and handle hundreds of millions of print/mail items annually. Cloud and data alliances leverage ~$600B global cloud spend (2024) for scalable analytics and faster onboarding.

Managing proxy distribution, vote tabulation and confirmations at scale—Broadridge processes over 1 billion investor communications annually for 5,000+ clients in 90+ countries—while running settlement, corporate actions and reconciliations across global markets. Failover and peak-load planning covers proxy season spikes with cloud-scaled capacity and DR; continuous SLA monitoring targets 99.99% availability and rapid incident response.

Platform engineering supports 5,000+ clients across 90+ countries, enabling modular securities processing and investor communications. Broadridge processes ~1 billion investor communications annually and maintains 99.99% SLA availability with cloud-scaled DR for proxy peaks. Regulatory change management operationalized 2024 rule updates across 80+ markets, with SOC 1/2-controlled client onboarding and 24/7 support.

Normalized reference, transactional, and investor data underpin Broadridge’s platforms, serving 5,000+ clients across 90+ markets. Certified links to major market infrastructures such as DTCC, Euroclear, and Clearstream enable straight-through processing. Real-time telemetry delivers performance and risk insights to operations and compliance teams. Secure data pipelines provide end-to-end lineage with SOC 1/2 and ISO 27001 compliance.

Broadridge’s proprietary platforms, 700+ patents and 14,000 staff deliver core investor communications, proxy and post-trade services to 5,000+ clients in 90+ markets. Normalized market and investor data plus certified links to DTCC/Euroclear enable STP and real-time telemetry. Cloud-native, geo-redundant ops with SOC1/2 and ISO27001 support resilience. FY2024 revenue ~6.24B.

Broadridge platforms absorb seasonal proxy peaks and daily market volumes, scaling capacity as client demand grows and servicing approximately 5,000 clients globally (2024). High-availability architecture with automated failover targets industry-standard 99.99% uptime to protect mission-critical operations. Performance SLAs guarantee response and throughput levels for peak cycles. Capacity expansion is elastic to support client growth and peak season surges.

Broadridge delivers unified, scalable post-trade and communications platforms that cut manual work, reduce regulatory risk with tamper-evident controls, and free client staff for advisory work; FY2024 revenue ~6.3B, servicing 5,000+ clients. Automation and STP lower costs (print vol -40%) and enable ~99.99% uptime and elastic capacity for proxy peaks. Embedded analytics surface exceptions, improving SLA adherence.

Broadridge delivers 24/7 managed services with defined SLAs and target availability levels, supporting over 5,000 clients worldwide in 2024. Incidents, changes and problems follow standardized ITIL workflows with SLA-driven escalation. Continuous improvement is KPI-backed (MTTR, availability, change success) and transparent reporting feeds governance dashboards for audit and oversight.

Broadridge (2024) maintains multi-year, SLA-backed relationships with 5,000+ clients, anchored by named executives and dedicated CSMs for proactive issue resolution. 24/7 managed services and ITIL workflows drive KPI transparency (MTTR, availability), while client councils and early-access programs feed two-week sprint cadences for co-innovation. Quarterly business reviews and co-investment align roadmaps and shared ROI.

Digital marketing and portals drive Broadridge's pipeline via website, webinars and thought leadership—supporting self-serve trials where applicable—and content that nurtures enterprise deals. Client portals deliver tickets, analytics and document management, reducing service costs and improving retention. Broadridge reported approximately $6.3B revenue and ~13,700 employees in 2024, with digital engagement up double-digits year-over-year.

Field teams, SIs, digital channels and APIs jointly drive Broadridge's enterprise sales, converting pilots into multiyear contracts; FY2024 revenue $6.8B and ~13,700 employees underpin scale. Partner co-sell with Microsoft/AWS and 5,000+ issuer relationships accelerate cloud migration and cross-sell. Events and portals boost pipeline; 30+ conferences in 2024 increased demo-driven conversions.

Broadridge supports thousands of public companies, managing proxy statement distribution and vote tabulation for over 80% of U.S. public-company proxies, and handling billions of shareholder communications annually. It delivers disclosure and regulatory mailings at scale while providing engagement analytics and real-time insights for IR teams to track investor sentiment and voting behavior.

Sell-side banks, buy-side managers, custodians/clearing firms, public companies and RIAs use Broadridge for post-trade, proxy and client communications; fiscal 2024 revenue $5.9B, 90+ country coverage, 5,000+ buy-side clients, >80% U.S. proxy market share, RIAs ~ $6T U.S. AUM supported.

Broadridge performs physical fulfillment for regulatory communications across a global print-and-mail network handling over 11 billion investor communications annually, ensuring compliant delivery. Vendor fees and consumables—paper, ink, envelopes and prepress—are a material operating cost alongside postage and logistics scaled to mass distribution. Multi-site redundancy and rigorous quality controls add overhead for business continuity and regulatory auditability.

R&D (engineering, QA, product) comprised roughly 9% of revenue, about $520M on FY2024 revenue of $5.8B, plus a ~$40M innovation fund. Broadridge handles over 11 billion investor communications annually, driving print/mail, postage and logistics costs. Cloud, security and data licensing are material recurring expenses supporting platform availability and compliance. Sales, account management and 24/7 operations sustain service delivery.

Data and analytics subscriptions deliver role-based access to dashboards, insights, and benchmarks with tiered licensing and add-ons for advanced analytics. Role-based licensing improves ARPU while add-ons (predictive models, custom benchmarks) drive upsells. SaaS gross margins averaged about 75% in 2024, supporting high-margin recurring revenues for platform providers.

Recurring SaaS/managed services drive predictable subscription fees (2024 revenue $6.18B; mid-single-digit ARR growth), transaction fees scale with volume (1.5B+ investor communications in 2024), high-margin data/analytics (~75% SaaS gross margin) and professional services fuel implementations and 20–30% expansion ARR with 3–5% annual price escalators.