Broadridge Financial Solutions, Inc. (BR): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la tecnología financiera, Broadridge Financial Solutions, Inc. (BR) surge como una potencia transformadora, revolucionando cómo las instituciones financieras gestionan desafíos operativos complejos. Al integrar a la perfección la tecnología de vanguardia con servicios financieros integrales, Broadridge ha creado un modelo de negocio sofisticado que aborda las intrincadas necesidades de las empresas de inversión globales, los administradores de activos y las organizaciones de valores. Su enfoque innovador combina el procesamiento de datos avanzado, el cumplimiento regulatorio y las soluciones de comunicación estratégica, posicionándolas como un facilitador crítico de la transformación digital en el ecosistema financiero.

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocio: asociaciones clave

Alianzas estratégicas con las principales instituciones financieras y empresas de inversión

Broadridge mantiene asociaciones críticas con instituciones financieras líderes, que incluyen:

Institución asociada	Enfoque de asociación
JPMorgan Chase	Soluciones de procesamiento de comercio y posterior al comercio
Goldman Sachs	Plataformas de tecnología de gestión de patrimonio
Morgan Stanley	Sistemas de cumplimiento e informes regulatorios

Asociaciones con proveedores de tecnología y plataformas de servicio en la nube

Broadridge colabora con los líderes tecnológicos para mejorar la infraestructura digital:

• Microsoft Azure: soluciones de almacenamiento de datos y computación en la nube
• Amazon Web Services (AWS) - Soporte de infraestructura en la nube
• IBM Cloud - Análisis avanzado e integración de IA

Colaboración con desarrolladores de software de cumplimiento regulatorio

Socio de cumplimiento	Servicio especializado
Bloomberg	Informes regulatorios y herramientas de gestión de riesgos
Wolters Kluwer	Integración del software de cumplimiento financiero

Relaciones con bancos de inversión globales y empresas de valores

La red de asociación global de Broadridge incluye:

• Credit Suisse - Soluciones de procesamiento de valores
• Citigroup - Infraestructura comercial global
• UBS - Plataformas de tecnología de gestión de patrimonio

Ingresos totales de asociación estratégica en 2023: $ 1.2 mil millones

Número de asociaciones financieras globales activas: 87

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocio: actividades clave

Procesamiento y gestión de datos financieros

Broadridge procesado aproximadamente $ 10 billones en transacciones financieras diariamente en 2023. La compañía administra el procesamiento de datos para más 7.500 clientes institucionales a nivel mundial.

Procesamiento de métricas	Volumen anual
Procesamiento de transacciones totales	$ 10 billones diarios
Clientes institucionales atendidos	7,500+
Centros de datos globales	14

Servicios de comunicaciones e informes de inversores

Manijas de Broadridge 80% de las comunicaciones de los inversores para empresas públicas de EE. UU. La empresa procesa aproximadamente 2 mil millones de documentos de accionistas anualmente.

• Documentos anuales de accionistas procesados: 2 mil millones
• Cuota de mercado en comunicaciones de inversores: 80%
• Tasa de entrega de documentos digitales: 45%

Soluciones tecnológicas para los mercados de capitales

En 2023, Broadridge invirtió $ 500 millones en I + D para tecnologías del mercado de capitales. La compañía admite el procesamiento de plataformas de negociación sobre $ 1.5 Cuadrillones en transacciones de valores anualmente.

Inversión tecnológica	Cantidad
Gastos anuales de I + D	$ 500 millones
Volumen de transacción de valores	$ 1.5 cuadrillones
Plataformas de comercio global	50+

Plataformas de cumplimiento regulatorio y gestión de riesgos

Broadridge respalda el cumplimiento de 850 instituciones financieras con soluciones avanzadas de gestión de riesgos. La Compañía procesa los datos de cumplimiento para 90% de los corredores de bolsa estadounidenses.

• Instituciones financieras apoyadas: 850
• Cobertura de corredor de bolsa de EE. UU.: 90%
• Sistemas de monitoreo de cumplimiento: 25+

Sistemas de procesamiento comercial y liquidación de valores

La compañía administra los asentamientos comerciales para $ 2.3 billones en volumen de negociación diaria. Procesos de Broadridge aproximadamente 35 millones de transacciones comerciales por día en los mercados globales.

Métricas de procesamiento comercial	Volumen
Volumen de negociación diaria	$ 2.3 billones
Transacciones comerciales diarias	35 millones
Cobertura del mercado global	Más de 50 países

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocio: recursos clave

Infraestructura de tecnología financiera avanzada

Broadridge opera una infraestructura tecnológica de $ 6 mil millones que respalda los servicios financieros a nivel mundial. La Compañía mantiene 4 centros de datos principales con una confiabilidad de tiempo de actividad del 99.99%.

Componente de infraestructura	Capacidad	Inversión anual
Centros de procesamiento de datos	4 centros principales	$ 375 millones
Recursos de computación en la nube	300+ petabytes	$ 215 millones
Infraestructura de red	Conectividad global	$ 125 millones

Capacidades de procesamiento de datos a gran escala

Broadridge procesos sobre 85 mil millones de transacciones financieras anualmente, Gestión de flujos de trabajo de datos complejos para instituciones financieras globales.

• Velocidad de procesamiento de transacciones: 250,000 transacciones por segundo
• Capacidades de análisis de datos en tiempo real
• Monitoreo de cumplimiento en múltiples marcos regulatorios

Software patentado y soluciones algorítmicas

La compañía mantiene 672 patentes de software registradas con inversión anual de I + D de $ 412 millones.

Categoría de software	Número de soluciones	Penetración del mercado
Plataformas comerciales	37 soluciones únicas	65% de instituciones financieras globales
Gestión de cumplimiento	24 sistemas especializados	58% de adopción empresarial

Experiencia extensa de servicios financieros

Broadridge emplea a 12,500 profesionales con habilidades de tecnología financiera especializada, con un 68% de títulos técnicos avanzados.

• Promedio de la tenencia del empleado: 7.4 años
• Fuerza laboral global en 16 países
• 70% del liderazgo con experiencia en tecnología financiera

Sistemas robustos de ciberseguridad y protección de datos

Inversión anual de ciberseguridad de $ 287 millones, protegiendo más de $ 9 billones en activos financieros bajo administración.

Métrica de seguridad	Actuación	Estándar de cumplimiento
Detección de amenazas	99.97% de precisión	ISO 27001 certificado
Cifrado de datos	Avanzado de 256 bits	Nist que cumple

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocio: propuestas de valor

Soluciones integrales de tecnología financiera y comunicación

Broadridge proporciona $ 6.4 mil millones en ingresos anuales a través de soluciones tecnológicas para servicios financieros. La compañía atiende al 75% de los corredores globales y el 80% de los principales bancos de inversión global.

Categoría de servicio	Penetración del mercado	Contribución anual de ingresos
Soluciones de tecnología financiera	85%	$ 3.2 mil millones
Plataformas de comunicación	70%	$ 1.8 mil millones
Herramientas de cumplimiento regulatoria	65%	$ 1.4 mil millones

Eficiencia operativa mejorada para instituciones financieras

Broadridge ofrece mejoras de eficiencia operativa con las siguientes métricas clave:

• Reducción de costos del 35-45% para las instituciones financieras
• Procesamiento del 85% de las operaciones de valores de EE. UU.
• Administrar $ 9 billones en volumen de negociación diaria

Cumplimiento regulatorio en tiempo real y gestión de riesgos

Las soluciones de cumplimiento generan $ 750 millones en ingresos anuales con:

Servicio de cumplimiento	Cobertura	Inversión anual
Informes regulatorios	Instituciones financieras Global Top 100	$ 350 millones
Plataformas de gestión de riesgos	65 países	$ 400 millones

Servicios de comunicación e informes de inversores simplificados

Los servicios de comunicación de los inversores representan $ 1.2 mil millones en ingresos con:

• Procesar 5 mil millones de comunicaciones de inversores anualmente
• Apoyando a 100 millones de cuentas de inversores
• Entrega de comunicaciones en más de 20 idiomas

Innovadoras herramientas de transformación digital para servicios financieros

Las soluciones de transformación digital generan $ 800 millones en ingresos anuales con:

Servicio digital	Adopción del mercado	Ingresos anuales
Plataformas financieras basadas en la nube	60% de las instituciones financieras globales	$ 450 millones
Analítico con IA	45% de las principales empresas financieras	$ 350 millones

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocios: relaciones con los clientes

Acuerdos de servicio a nivel empresarial a largo plazo

Broadridge mantiene el 80% de sus 100 mejores clientes durante más de 10 años consecutivos. A partir de 2023, la compañía reportó $ 5.2 mil millones en ingresos recurrentes anuales de los acuerdos de servicio a nivel empresarial.

Tipo de contrato	Duración promedio	Valor anual del contrato
Acuerdos de nivel empresarial	7-10 años	$ 3.5 millones - $ 12 millones
Acuerdos de mercado medio	3-5 años	$ 750,000 - $ 2.5 millones

Soporte al cliente dedicado y equipos de consultoría

Broadridge emplea a 3.200 profesionales dedicados de apoyo al cliente en las oficinas globales.

• Tamaño promedio del equipo de soporte del cliente: 12-15 especialistas por cliente principal
• Cobertura de soporte global 24/7 en 16 países
• Tiempo de respuesta promedio: 45 minutos para problemas críticos

Servicios de implementación de tecnología personalizada

En 2023, Broadridge completó 127 implementaciones de tecnología personalizada para instituciones financieras.

Categoría de implementación	Número de proyectos	Duración promedio del proyecto
Soluciones de mercados de capitales	62 proyectos	8-12 meses
Soluciones de gestión de patrimonio	45 proyectos	6-9 meses
Soluciones de banca de inversión	20 proyectos	10-14 meses

Actualizaciones de tecnología regulares y mejoras del sistema

Broadridge invirtió $ 620 millones en I + D durante 2023, con ciclos de actualización de tecnología trimestral.

• Frecuencia de actualización de software: mejoras trimestrales de la plataforma
• Lanzamientos de parche de seguridad: mensualmente
• Personalizaciones solicitadas con el cliente: aproximadamente 40 por trimestre

Comunicación proactiva y asesoramiento estratégico

Broadridge realiza 276 sesiones de asesoramiento estratégico anualmente con clientes de primer nivel.

Tipo de sesión de asesoramiento	Frecuencia	Participantes
Revisiones comerciales trimestrales	4 veces al año	Ejecutivos de nivel C
Sesiones de hoja de ruta de tecnología	2 veces al año	Líderes de TI y empresas
Talleres de cumplimiento y riesgo	2 veces al año	Oficiales de Cumplimiento

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocios: canales

Fuerza de ventas directa dirigida a instituciones financieras

Broadridge mantiene una fuerza de ventas global de 1.742 representantes de ventas directas a partir de 2023. El equipo cubre 50 países y se dirige a instituciones financieras de primer nivel.

Métricas de canales de ventas	2023 datos
Representantes de ventas directas totales	1,742
Cobertura geográfica	50 países
Tasa de conversión de ventas empresarial	37.6%

Plataformas digitales en línea y portales de servicio

Broadridge funciona 6 plataformas de servicio digital primario Apoyo a las soluciones de tecnología financiera.

• Plataforma de soluciones de comunicación de inversores
• Plataforma de mercados de capitales
• Portal digital de gestión de patrimonio
• Plataforma de comercio y conectividad
• Sistema de gestión de cumplimiento
• Interfaz digital de gestión de riesgos

Conferencias de la industria y eventos de tecnología financiera

Participación de eventos	2023 estadísticas
Conferencias totales de la industria a las que asistió	47
Compromisos	22
Alcance del evento anual	18,500 profesionales financieros

Compromisos de consultoría estratégica

Broadridge ejecutado 312 proyectos de consultoría estratégica en 2023, generando $ 127.4 millones en ingresos por consultoría.

Contenido de marketing digital y liderazgo de pensamiento

Métricas de contenido digital	2023 rendimiento
Seminarios web producidos	84
Documentos blancos publicados	42
Seguidores de LinkedIn	187,600
Compromiso de contenido anual	2.3 millones de visitas

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocios: segmentos de clientes

Bancos de inversión y empresas de valores

Broadridge atiende al 80% de los 20 principales bancos de inversión globales. Ingresos anuales de este segmento: $ 1.2 mil millones.

Los principales clientes del banco de inversión	Servicios utilizados
Goldman Sachs	Procesamiento comercial, cumplimiento
Morgan Stanley	Soluciones posteriores al comercio
JPMorgan Chase	Gestión de riesgos

Compañías de gestión de activos

Sirviendo al 85% de las empresas de gestión de activos globales con ingresos de segmento anual de $ 950 millones.

• Roca negra
• Vanguardia
• Inversiones de fidelidad

Inversores institucionales

Cobertura del mercado: 75% de los inversores institucionales globales. Ingresos del segmento: $ 800 millones anuales.

Tipo de inversor	Activos totales bajo administración
Fondos de pensiones	$ 3.5 billones
Compañías de seguros	$ 2.8 billones

Organizaciones de gestión de patrimonio

Atendiendo el 70% de las empresas de gestión de patrimonio. Ingresos anuales del segmento: $ 650 millones.

• UBS Wealth Management
• Banca privada de Credit Suisse
• Charles Schwab

Departamentos financieros corporativos

Cobertura de los departamentos financieros corporativos Fortune 500: 65%. Ingresos del segmento: $ 500 millones anuales.

Sector industrial	Número de clientes corporativos
Tecnología	125
Servicios financieros	98
Cuidado de la salud	76

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2023, Broadridge Financial Solutions invirtió $ 362.4 millones en investigación y desarrollo, lo que representa el 7.4% de los ingresos totales.

Año fiscal	Inversión de I + D	Porcentaje de ingresos
2023	$ 362.4 millones	7.4%
2022	$ 335.1 millones	7.2%

Mantenimiento de la infraestructura tecnológica

Los costos de mantenimiento de infraestructura de tecnología anual para Broadridge Financial Solutions alcanzaron $ 215.6 millones en 2023.

• Gasto de infraestructura en la nube: $ 87.3 millones
• Mantenimiento de la red y el hardware: $ 64.2 millones
• Licencias de software y actualizaciones: $ 64.1 millones

Adquisición de talento y capacitación de empleados

Los gastos totales de capital humano para Broadridge en 2023 fueron de $ 1.2 mil millones, con asignaciones específicas de la siguiente manera:

Categoría de gastos	Cantidad
Salarios y salarios	$ 892.5 millones
Programas de capacitación de empleados	$ 47.3 millones
Costos de reclutamiento	$ 22.6 millones
Beneficios y compensación	$ 237.6 millones

Gastos de la computación en la nube y el centro de datos

Los gastos de Broadridge en la nube y el centro de datos totalizaron $ 172.9 millones en 2023.

• Servicios de nube pública: $ 68.4 millones
• Mantenimiento del centro de datos privados: $ 104.5 millones

Cumplimiento regulatorio e inversiones de seguridad

El gasto de cumplimiento y seguridad para Broadridge Financial Solutions en 2023 ascendió a $ 98.7 millones.

Área de cumplimiento	Monto de la inversión
Infraestructura de ciberseguridad	$ 52.3 millones
Sistemas de informes regulatorios	$ 28.6 millones
Capacitación de cumplimiento	$ 17.8 millones

Broadridge Financial Solutions, Inc. (BR) - Modelo de negocios: flujos de ingresos

Servicios de tecnología basados ​​en suscripción

En 2023, Broadridge generó $ 4.96 mil millones en ingresos totales. Los servicios de tecnología basados ​​en suscripción representaron aproximadamente $ 1.58 mil millones de ingresos totales.

Categoría de servicio	Ingresos anuales	Porcentaje de ingresos totales
Plataformas digitales	$ 642 millones	12.9%
Soluciones basadas en la nube	$ 538 millones	10.8%
Tecnología de cumplimiento	$ 400 millones	8.1%

Tarifas de procesamiento de transacciones

Las tarifas de procesamiento de transacciones generaron $ 1.24 mil millones en ingresos para Broadridge en 2023.

• Transacciones de negociación de capital: $ 520 millones
• Procesamiento de renta fija: $ 380 millones
• Procesamiento de derivados: $ 340 millones

Licencias e implementación de software

Los ingresos por licencia de software alcanzaron los $ 685 millones en 2023.

Categoría de licencias	Ingresos anuales
Software de gestión financiera	$ 312 millones
Software de cumplimiento regulatorio	$ 248 millones
Plataformas de gestión de riesgos	$ 125 millones

Servicios de consultoría y asesoramiento

Los servicios de consultoría contribuyeron con $ 420 millones a los ingresos de Broadridge en 2023.

• Aviso regulatorio: $ 185 millones
• Consultoría de transformación digital: $ 145 millones
• Consultoría de estrategia tecnológica: $ 90 millones

Cargos de gestión de datos e informes

Los servicios de datos generaron $ 512 millones en ingresos durante 2023.

Servicio de datos	Ingresos anuales
Soluciones de datos del mercado	$ 238 millones
Informes regulatorios	$ 174 millones
Análisis de rendimiento	$ 100 millones

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Value Propositions

You're looking at the core reasons why financial institutions rely on Broadridge Financial Solutions, Inc. to handle their most critical, high-volume processes. It's about taking complexity and making it routine, which is a massive value proposition in this industry.

Digitization and automation of complex, regulated financial workflows

Broadridge Financial Solutions, Inc. delivers the infrastructure that allows firms to move away from manual, error-prone processes. The industry focus is clearly shifting, with financial services technology and operations leaders expecting to allocate 29% of their total IT spend to technology innovation over the next two years, which is an increase of seven percentage points from last year's study. This push is heavily focused on automation, evidenced by 72% of firms making moderate to large investments in Generative AI (GenAI) this year, up significantly from 40% in 2024.

The expected return is productivity and efficiency. More than two-thirds (68%) of respondents believe GenAI will improve employee productivity, and 35% expect to start seeing ROI from these GenAI investments within six months. Furthermore, the industry is embracing digital assets, with 71% of firms making major investments in blockchain and Distributed Ledger Technologies (DLT).

• 87% of asset managers are currently leveraging cloud platforms and applications.
• 89% of firms plan to increase their investment in cybersecurity technology.
• 86% of firms plan to increase their investments in AI over the next two years.

Simplified and modernized wealth management and advisory platforms

For wealth managers, the value is in a comprehensive, integrated platform that reduces vendor sprawl and boosts advisor effectiveness. Broadridge Financial Solutions, Inc. was recognized as a Leader in the inaugural IDC MarketScape: Worldwide Wealth Management Technology Services for Investment Advisors 2025 Vendor Assessment for both Capabilities and Strategy. This platform is designed to simplify vendor landscapes through its open, component-based architecture, which was enhanced by strategic acquisitions like RPM's enterprise wealth system.

The scale of operations powered by Broadridge Financial Solutions, Inc. speaks directly to the reliability of this modernization effort. They are a trusted partner underpinning the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.

Reduced operational risk and cost for post-trade capital markets processing

In capital markets, the value proposition centers on reducing risk and increasing efficiency in high-volume post-trade activities, especially as transaction volumes accelerate. Asset servicing volumes, for instance, have surged by more than 25% year-over-year. Legacy technology and poor data quality are major risks, with 40% of executives reporting persistent data quality issues and 46% feeling legacy tech is hurting resiliency.

Broadridge Financial Solutions, Inc. is demonstrating success in mitigating this risk through DLT adoption. In November 2025, their Distributed Ledger Repo (DLR) platform processed an average of $368 billion in daily repo transactions, a 466% increase from November 2024. Total DLR volumes for that month reached $7.4 trillion. This shows a clear move toward real-time settlement, which inherently reduces counterparty and operational risk.

Here's a snapshot of the operational scale Broadridge Financial Solutions, Inc. manages:

Metric	Value (Latest Available Data)	Context
Daily Average Trading Underpinned	Over $15 trillion	Equities, fixed income, and other securities globally
November 2025 DLR Daily Average Volume	$368 billion	Repo transactions on the Distributed Ledger Repo platform
Asset Servicing Volume Growth (YOY)	Over 25%	Reflecting accelerating market activity
FY2025 Recurring Revenue	$4.508 billion	Reported growth of 7% constant currency
Associates Employed	Over 15,000	Across 21 countries

Regulatory compliance and transparency for global fund distribution

Compliance is non-negotiable, and Broadridge Financial Solutions, Inc. provides services that meet stringent regulatory standards while improving transparency. For the 2025 proxy season, their administration of shareholder communications and proxy voting achieved a near-perfect rating of 7.98 on an 8 point scale, validating their service delivery and compliance practices.

A key component of this value is the shift to digital communications, which directly impacts cost and regulatory adherence. 90% of the communications processed were digital, leading to an estimated $5 billion in cost savings on paper and postage for issuers and funds. Furthermore, physical processing turnaround time averaged 1.8 days, which is well under the regulatory threshold of 5 days. Robust vote assurance is also a feature, with 99.92% of shares processed on a straight-through basis.

• Recurring revenue for Regulatory services grew 7% in Fiscal Year 2025.
• Recurring revenue for Regulatory services rose 4% in the first quarter of Fiscal Year 2026.

Actionable data and analytics for asset and wealth manager sales targeting

The value here is turning raw data into insights that drive revenue, particularly in fund distribution. Asset managers are heavily investing in tools to make better sales decisions, with 89% making moderate or large-scale investments in advanced analytics and data visualization tools. Broadridge Financial Solutions, Inc. supports this with data-driven fund solutions.

The financial results reflect the demand for these insights. Data-driven fund solutions recurring revenue grew 6% in Fiscal Year 2025. More recently, in the first quarter of Fiscal Year 2026, this recurring revenue stream rose 3%. Additionally, 43% of asset managers have leveraged AI to improve marketing and external communications, which is a direct application of the actionable data Broadridge Financial Solutions, Inc. helps provide.

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Customer Relationships

You're looking at how Broadridge Financial Solutions, Inc. locks in its client base, which is defintely key given the mission-critical nature of their services. The relationships are built on long-term contracts, making it costly for a large financial institution to switch providers.

Long-term, contractual relationships with high switching costs

The stability of the revenue stream speaks volumes about these relationships. For fiscal year 2025, Recurring revenues grew 7% on a reported basis, reaching $4,508 million. This recurring revenue forms the anchor of the business, representing 94% of the total revenue base as of Q3 fiscal year 2025. Furthermore, the revenue retention rate remained high at 98% in Q3 fiscal year 2025, which signals very low client churn. This sticky revenue base is supported by the sheer scale of operations Broadridge manages daily.

Metric	Value (FY 2025)	Source Context
Total Revenues	$6,889 million	FY 2025 total revenue
Recurring Revenues	$4,508 million	FY 2025 recurring revenue amount
Recurring Revenue Growth (Constant Currency)	7%	FY 2025 growth rate
Revenue Retention Rate	98%	Q3 FY2025 rate

Dedicated client service teams for large financial institutions

The infrastructure supporting these relationships is massive, implying dedicated resources for major clients. Broadridge Financial Solutions, Inc. employs over 15,000 associates across 21 countries as of late 2025. Their technology platforms underpin the daily average trading of more than $15 trillion of equities and fixed income trades globally. They process and generate over 7 billion communications per year. This level of volume and criticality necessitates a high-touch service model for their largest partners.

Consultative selling of integrated, modular solutions

The sales activity shows a focus on securing future recurring revenue through new business wins. For the full fiscal year 2025, Closed sales totaled $288 million. The first quarter of fiscal year 2026 saw Closed sales of $33 million. This selling motion is about integrating modular solutions across governance, capital markets, and wealth management. For instance, in the Wealth and Investment Management product line during Q4 fiscal year 2025, recurring revenue growth was 10%, which included 10 percentage points from the acquisition of SIS and 1 percentage point from Organic growth.

Continuous innovation and platform upgrades (e.g., API integration)

Innovation is directly tied to client adoption and platform usage, which keeps the integrated solutions relevant. Broadridge's Distributed Ledger Repo (DLR) platform processed $368 billion in Average Daily Trade Volumes as of November 2025. In a specific example of rapid deployment for regulatory needs, Broadridge onboarded seven clients in just five months for their EU Instant Payments service ahead of the October 2025 deadline. This solution processes transactions in under 10 seconds.

High-touch support for mission-critical, regulated services

The proxy season is a prime example of mission-critical, regulated service delivery where high-touch support is non-negotiable. During the 2025 proxy season, Broadridge Financial Solutions, Inc. processed a record-high 544 billion shares. They supported 4,245 shareholder meetings. Operational excellence in this area is quantified:

• 90% of the communications processed were digital, a record high.
• Issuers and funds realized an estimated $5 billion in cost savings on paper and postage due to digital conversion.
• Physical processing turnaround time averaged 1.8 days, which is well under the regulatory threshold of 5 days.
• End-to-end vote confirmation achieved 99.92% of shares processed on a straight-through basis.
• They supported a record 1,931 virtual shareholder meetings (VSMs) in the first half of 2025.

Finance: draft 13-week cash view by Friday.

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Channels

You're looking at how Broadridge Financial Solutions, Inc. gets its value proposition to the market, and frankly, it's a massive, multi-pronged operation touching nearly every major financial player. It's not just about sending paper anymore; it's about digital scale and deep integration.

Direct sales force targeting C-suite and technology leaders

The sales engine for Broadridge Financial Solutions, Inc. is clearly geared toward securing large, recurring revenue contracts, which you can see reflected in their bookings. For the full Fiscal Year 2025, the company reported $288 million in Closed sales. Looking ahead, the guidance for Fiscal Year 2026 Closed sales is set in the range of $290 million to $330 million. This indicates a consistent, high-value direct engagement strategy aimed at securing future recurring revenue streams across their Investor Communication Solutions (ICS) and Global Technology and Operations (GTO) segments.

Proprietary software platforms and Application Programming Interfaces (APIs)

The platform itself is a key channel, especially for modernizing wealth management and capital markets. Broadridge Financial Solutions, Inc. has actively developed a platform designed to standardize APIs and utilize a shared data model to speed up scaling and integration of new technologies. This focus aligns with industry trends; a late 2025 study indicated that 87% of asset managers are leveraging cloud platforms and applications, which is the environment where these proprietary platforms live. The company is pushing its next-generation front-to-back technology in Wealth Management as a direct channel to advisors.

Integrated B2B connections with client back-office systems

The depth of integration is a core channel strength, essentially embedding Broadridge Financial Solutions, Inc. into the plumbing of the financial system. Their technology and operations platforms are reported to underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally as of late 2025. Furthermore, the pressure on these connections is mounting; a global study revealed that asset servicing volumes surged by more than 25% year-over-year, which demands the real-time straight-through processing that these B2B connections facilitate. The Customer Communications segment saw its recurring revenues grow by 5% for the full Fiscal Year 2025.

Digital and physical distribution of investor communications

This is where the sheer volume of their channel activity becomes apparent, particularly during the proxy season. You can see the massive scale of their digital adoption right here. Here's the quick math on the 2025 Proxy Season:

Metric	Amount/Percentage
Total Shares Processed	544 billion shares
Digital Communications Rate	90% of all communications
Electronic Share Votes	Over 97% of voted shares
E-delivery of Retail Positions	Over 255 million positions
Online Shareholder Meetings Held	1,931 meetings

The technology platforms process and generate over 7 billion communications per year. For the full Fiscal Year 2025, Distribution revenues reached $2,062 million, though this was partially offset by lower mail volumes despite postage rate increases.

Global data and analytics feeds

Data and analytics are delivered as a channel through specialized solutions, driving insights for clients. The Regulatory business line, which relies heavily on position data feeds, saw its Fiscal Year 2025 Recurring revenue grow by 7%. This growth was supported by specific position increases:

• Equity position growth: 16% in Fiscal Year 2025.
• Mutual fund/ETF position growth: 7% in Fiscal Year 2025.

To be fair, the demand for these insights is high; the same 2025 study mentioned earlier found that 89% of asset managers are making moderate or large-scale investments into advanced analytics and data visualization tools, which Broadridge Financial Solutions, Inc. is positioned to serve.

Finance: draft 13-week cash view by Friday.

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Customer Segments

You're looking at the core client base for Broadridge Financial Solutions, Inc. as of late 2025. This is where the real action is, the firms that rely on their infrastructure to keep the markets moving.

Global Tier-1 Investment Banks and Broker-Dealers

This group is central to the Global Technology and Operations (GTO) segment, especially for capital markets solutions. Broadridge Managed Services currently oversees 30 broker dealers. These clients manage over $600 billion in assets and process approximately ~2 million daily trades. Furthermore, the operations Broadridge handles settle nearly $11 trillion in assets every month, representing 20% of the daily US institutional fixed income trade volume. Capital Markets recurring revenue growth in Q1 Fiscal Year 2026 rose by 8%.

Asset Managers and Fund Companies (e.g., mutual funds, ETFs)

Asset Managers and Fund Companies are key users of the Investor Communication Solutions (ICS) and data/analytics products. Broadridge's infrastructure links thousands of mutual funds and ETFs to millions of investors. For the full Fiscal Year 2025, the mutual fund/ETF position growth was 7%. A recent Broadridge study indicated that 83% of asset managers plan to increase their spending on innovation over the next two years. The average asset management fees in 2023 were 21 basis points (bps), down from 26 bps in 2020.

• Mutual fund/ETF position growth (Q1 FY2026): 2%
• Data-driven fund solutions recurring revenue growth (FY 2025): 6%
• Asset Managers served: 30,000+

Wealth Management and Advisory Firms

Broadridge Financial Solutions, Inc. provides technology-driven solutions to wealth managers, including data aggregation and digital marketing capabilities. Financial advisors use their tools for customer account data aggregation, performance reporting, and integration with planning applications. The wealth and investment management recurring revenue growth for Fiscal Year 2025 saw a 10% increase, which included 10pts from the SIS acquisition.

Here's a quick look at the scale of their involvement in the wealth space, though direct segment revenue splits aren't always public:

Metric	Value/Rate (Latest Available)
Wealth and Investment Management Recurring Revenue Growth (FY 2025)	10%
Financial Advisors Served	200,000+
Digital Marketing/Content Users	Financial Advisors and Wealth Management Firms

Corporate Issuers and Public Companies

This segment drives the Issuer business line within ICS, focusing on corporate governance and shareholder communications. Broadridge's infrastructure serves as a global communications hub linking thousands of public companies to tens of millions of investors. For Fiscal Year 2025, the Issuer recurring revenue growth was 5%. In Q1 Fiscal Year 2026, Issuer recurring revenue growth was reported at 6%.

• Corporate Issuers Linked: 10,000+
• Shareholder Engagement Solutions Growth (FY 2025): Contributed to 5% Issuer growth
• Disclosure Solutions Growth (Q1 FY2026): Contributed to 6% Issuer growth

Institutional Investors and Custodians

Institutional investors are reached through the infrastructure that underpins trading and communications. Broadridge's technology and operations platforms underpin the daily average trading of over $15 trillion of securities globally. The company supports institutional asset managers, public funds, and global hedge fund complexes. The total number of institutional shareholders served is over 120,000.

The overall scale of Broadridge Financial Solutions, Inc. in late 2025 is substantial, with Fiscal Year 2025 Total Revenues reaching $6,889 million and Recurring Revenues hitting $4,508 million. They process and generate over 7 billion communications annually, which touches every major client type listed here.

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Cost Structure

You're looking at the engine room of Broadridge Financial Solutions, Inc.'s operations, where the money actually goes out the door. Understanding this structure is key to seeing where their margins come from, especially given the high-tech nature of their work.

The foundation of the cost structure involves significant, non-negotiable outlays. You see high fixed costs for technology infrastructure and data center operations, which are necessary to run the massive, always-on platforms that process trillions of dollars in transactions and communications daily. These are the costs that don't easily shrink when revenue dips.

For the fiscal year ending in 2025, the reported Operating Expenses were calculated to be $5.700 billion, derived from the Total Revenue of $6.889 billion minus the Operating Income of $1.189 billion. To be fair, the twelve months ending June 30, 2025, showed slightly higher operating expenses at $5.701B, showing the scale we are dealing with.

A major component of the variable and strategic spending is the significant investment in Research and Development (R&D) for AI and DLT (Distributed Ledger Technology). While specific R&D dollar amounts for Broadridge Financial Solutions, Inc. aren't always broken out clearly in the top-line reports, the industry focus they report on is telling. For instance, their 2025 study indicated that financial firms expect to allocate 29% of total IT spend to technology innovation over the next two years, and 80% of firms are making moderate-to-large investments in AI this year. Also, 71% of firms are making major investments in blockchain and DLT. This signals where Broadridge Financial Solutions, Inc. must spend to stay competitive.

The largest single bucket of expense, naturally, is for the people running the show. This includes personnel costs for specialized software engineers and financial experts. These are the high-value salaries needed to maintain and evolve complex regulatory reporting, trading, and communication platforms. It's a talent war out there, and that shows up directly in the operating expenses.

You also have to account for the variable costs for distribution, which fluctuate with client activity and external market factors. A concrete example is the impact of postage. For the fourth quarter of fiscal year 2025, operating expenses rose due to the impact of the postage rate increase, among other things. Similarly, in the first quarter of fiscal year 2026 (ending September 30, 2025), operating expenses rose by $84 million, driven in part by the postage rate increase and volume-related expenses. This shows how external, non-controllable costs directly hit the bottom line.

Here's a quick look at how the major financial components stack up for the full fiscal year 2025:

Cost Component Category	Reported/Calculated Amount (FY 2025)	Source Reference Period
Total Operating Expenses	$5.700 billion	FY 2025 Calculation
Total Operating Expenses (TTM)	$5.701 billion	Twelve Months ending June 30, 2025
Total Revenue	$6.889 billion	FY 2025
Operating Income	$1.189 billion	FY 2025

The nature of these costs means Broadridge Financial Solutions, Inc. needs consistent, high-volume recurring revenue to cover the fixed technology base and the ongoing talent acquisition required for innovation. The cost structure is inherently geared toward scale.

Key cost drivers that impact the operating expense line include:

• Fixed investment in core technology platforms.
• Salaries for specialized engineers and data scientists.
• Variable impact from postal rate adjustments.
• Strategic spending on AI and DLT modernization.
• Costs associated with acquisitions, like the SIS business in Q1 FY2026.

Finance: draft 13-week cash view by Friday.

Broadridge Financial Solutions, Inc. (BR) - Canvas Business Model: Revenue Streams

You're looking at how Broadridge Financial Solutions, Inc. actually brings in the money, which is key for any valuation, defintely. As of late 2025, the model leans heavily on long-term commitments.

Recurring revenues form the bedrock. For Fiscal Year 2025, these hit $4,508 million, marking a 7% increase over the prior year. This stream is driven by Net New Business and Internal Growth across their core segments.

Event-driven revenues are tied to market activity, so they fluctuate more. In FY 2025, this segment brought in $319 million, which was up 12% year-over-year, helped by a higher volume of mutual fund communications.

Distribution revenues, which include printing and mailing services, totaled $2,062 million for the full fiscal year 2025. This stream saw a 3% increase, largely due to the impact of postage rate increases of approximately $114 million, even with lower mail volumes.

Here's a quick look at the main FY 2025 revenue components:

Revenue Stream	FY 2025 Amount (Millions USD)	Year-over-Year Change
Recurring revenues	$4,508	7%
Distribution revenues	$2,062	3%
Event-driven revenues	$319	12%
Total Revenues	$6,889	6%

Software-as-a-Service (SaaS) and subscription fees for platforms are embedded within that large Recurring revenue number. The growth in this area is tied to the 7% Recurring revenue growth constant currency, which management attributes to organic growth and acquisitions in the Global Technology and Operations segment.

Professional services and consulting fees aren't broken out separately in the top-line summaries, so you should assume these are bundled into the Recurring revenue stream, supporting the long-term contract value. The focus for growth here is on selling additional services to existing clients, as evidenced by the $288 million in Closed sales for FY 2025.

• Recurring revenue growth constant currency (FY 2025): 7%.
• FY 2026 Recurring revenue guidance: 5-7% growth constant currency.
• FY 2025 Diluted EPS: $7.10.
• FY 2025 Adjusted EPS: $8.55.

Finance: draft 13-week cash view by Friday.