Investment Management, Reference Data and Risk Solutions

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Ensuring Your Custom Financial Implementations Succeed from the Outset

At Broadridge, we recognize that a successful implementation of our products is critical to our success, therefore we have developed a unique, comprehensive, and repeatable methodology to ensure this success. This methodology ensures business users’ participation in each phase of the project. The implementation team’s involvement starts before the end of the Sales cycle, and continues beyond the go live date until the client is in production. Our methodology is proven—each team has performed numerous successful implementations roll-outs. Our implementation team works on-site to ensure successful implementations of our products and to achieve each client’s business objectives. Our project managers have a thorough knowledge of Broadridge products as well as industry and business process to ensure efficient and cost-effective implementations. Each project manager has successfully completed the Broadridge Solution Certified Professional Program—a series of training courses that includes a rigorous certification exam.

Our approach to an implementation begins with a thorough functional analysis and business process review. By completely understanding our clients, Broadridge can more effectively implement and configure our products and services to meet their business requirements and to help streamline and automate existing business processes.

Our implementation services include:

  • Solution implementations
  • Custom integration implementations
  • Custom reports
  • Workflow design and automation implementations
  • Advent’s Geneva® implementations
  • SunGard VPM™ implementations