Broadridge Financial Solutions, Inc. (BR): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique de la technologie financière, Broadridge Financial Solutions, Inc. (BR) apparaît comme une puissance transformatrice, révolutionnant la façon dont les institutions financières gèrent des défis opérationnels complexes. En intégrant de manière transparente la technologie de pointe aux services financiers complets, Broadridge a conçu un modèle commercial sophistiqué qui répond aux besoins complexes des sociétés d'investissement mondiales, des gestionnaires d'actifs et des organisations de valeurs mobilières. Leur approche innovante combine le traitement avancé des données, la conformité réglementaire et les solutions de communication stratégiques, les positionnant comme un catalyseur critique de la transformation numérique dans l'écosystème financier.

Broadridge Financial Solutions, Inc. (BR) - Modèle commercial: partenariats clés

Alliances stratégiques avec les principales institutions financières et les sociétés d'investissement

Broadridge entretient des partenariats critiques avec les principales institutions financières, notamment:

Institution partenaire	Focus de partenariat
JPMorgan Chase	Solutions de trading et de traitement après le commerce
Goldman Sachs	Plateformes de technologie de gestion de patrimoine
Morgan Stanley	Systèmes de conformité et de déclaration réglementaires

Partenariats avec les fournisseurs de technologies et les plateformes de services cloud

Broadridge collabore avec les leaders de la technologie pour améliorer les infrastructures numériques:

• Microsoft Azure - Cloud Computing et Solutions de stockage de données
• Amazon Web Services (AWS) - Prise en charge des infrastructures cloud
• IBM Cloud - Advanced Analytics and IA Integration

Collaboration avec les développeurs de logiciels de conformité réglementaire

Partenaire de conformité	Service spécialisé
Bloomberg	Outils de reporting réglementaire et de gestion des risques
Wolters Kluwer	Intégration du logiciel de conformité financière

Relations avec les banques d'investissement mondiales et les sociétés de valeurs mobilières

Le réseau de partenariat mondial de Broadridge comprend:

• Credit Suisse - Solutions de traitement des valeurs mobilières
• Citigroup - Infrastructure commerciale mondiale
• UBS - plateformes de technologie de gestion de patrimoine

Revenus de partenariat stratégique total en 2023: 1,2 milliard de dollars

Nombre de partenariats financiers mondiaux actifs: 87

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: Activités clés

Traitement et gestion des données financières

Broadridge traité approximativement 10 billions de dollars dans les transactions financières quotidiennement en 2023. La société gère le traitement des données 7 500 clients institutionnels à l'échelle mondiale.

Traitement des mesures	Volume annuel
Traitement total des transactions	10 billions de dollars par jour
Les clients institutionnels ont servi	7,500+
Centres de données mondiaux	14

Services de communication et de rapports des investisseurs

Poignées de Broadridge 80% des communications des investisseurs pour les entreprises publiques américaines. La société traite environ 2 milliards de documents des actionnaires annuellement.

• Documents annuels des actionnaires traités: 2 milliards
• Part de marché dans les communications des investisseurs: 80%
• Taux de livraison de documents numériques: 45%

Solutions technologiques pour les marchés des capitaux

En 2023, Broadridge a investi 500 millions de dollars en R&D pour les technologies du marché des capitaux. La société prend en charge le traitement des plateformes de trading sur 1,5 $ quadrillion de transactions en valeurs mobilières annuellement.

Investissement technologique	Montant
Dépenses de R&D annuelles	500 millions de dollars
Volume de transaction en valeurs mobilières	1,5 $ quadrillion
Plateformes de trading mondial	50+

Plateformes de conformité réglementaire et de gestion des risques

Broadridge prend en charge la conformité pour 850 institutions financières avec des solutions avancées de gestion des risques. La société traite les données de conformité pour 90% des courtiers américains.

• Institutions financières soutenues: 850
• Couverture du courtier américain: 90%
• Systèmes de surveillance de la conformité: 25+

Systèmes de transformation des échanges et de règlement des valeurs mobilières

La société gère des règlements commerciaux pour 2,3 billions de dollars en volume de trading quotidien. Broadridge traite approximativement 35 millions de transactions commerciales par jour sur les marchés mondiaux.

Métriques de traitement des échanges	Volume
Volume de trading quotidien	2,3 billions de dollars
Transactions commerciales quotidiennes	35 millions
Couverture du marché mondial	50+ pays

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: Ressources clés

Infrastructure de technologie financière avancée

Broadridge exploite une infrastructure technologique de 6 milliards de dollars pour soutenir les services financiers à l'échelle mondiale. La société maintient 4 centres de données primaires avec une fiabilité de disponibilité de 99,99%.

Composant d'infrastructure	Capacité	Investissement annuel
Centres de traitement des données	4 centres majeurs	375 millions de dollars
Ressources de cloud computing	300+ pétaoctets	215 millions de dollars
Infrastructure réseau	Connectivité mondiale	125 millions de dollars

Capacités de traitement des données à grande échelle

Broadridge traite 85 milliards de transactions financières par an, Gérer des flux de travail de données complexes pour les institutions financières mondiales.

• Vitesse de traitement des transactions: 250 000 transactions par seconde
• Capacités d'analyse des données en temps réel
• Surveillance de la conformité dans plusieurs cadres réglementaires

Logiciels propriétaires et solutions algorithmiques

La société conserve 672 brevets logiciels enregistrés avec un investissement annuel de R&D de 412 millions de dollars.

Catégorie de logiciels	Nombre de solutions	Pénétration du marché
Plates-formes de trading	37 solutions uniques	65% d'institutions financières mondiales
Gestion de la conformité	24 systèmes spécialisés	Adoption de 58% des entreprises

Expertise approfondie des services financiers

Broadridge emploie 12 500 professionnels ayant des compétences en technologie financière spécialisées, avec 68% détenant des diplômes techniques avancés.

• Tenure moyenne des employés: 7,4 ans
• Travail mondial dans 16 pays
• 70% du leadership ayant une formation en technologie financière

Systèmes robustes de cybersécurité et de protection des données

Investissement annuel de cybersécurité de 287 millions de dollars, protégeant plus de 9 billions de dollars en actifs financiers sous gestion.

Métrique de sécurité	Performance	Norme de conformité
Détection des menaces	Précision de 99,97%	Certifié ISO 27001
Chiffrement des données	256 bits avancé	NIST conforme

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: propositions de valeur

Solutions complètes de technologie financière et de communication

Broadridge offre 6,4 milliards de dollars de revenus annuels grâce à des solutions technologiques pour les services financiers. La société dessert 75% des courtiers mondiaux et 80% des principales banques d'investissement mondiales.

Catégorie de service	Pénétration du marché	Contribution annuelle des revenus
Solutions technologiques financières	85%	3,2 milliards de dollars
Plates-formes de communication	70%	1,8 milliard de dollars
Outils de conformité réglementaire	65%	1,4 milliard de dollars

Efficacité opérationnelle améliorée pour les institutions financières

Broadridge offre des améliorations de l'efficacité opérationnelle avec les mesures clés suivantes:

• Réduction des coûts de 35 à 45% pour les institutions financières
• Traitement 85% des métiers des valeurs mobilières américaines
• Gérer 9 billions de dollars en volume de négociation quotidien

Compliance réglementaire en temps réel et gestion des risques

Les solutions de conformité génèrent 750 millions de dollars de revenus annuels avec:

Service de conformité	Couverture	Investissement annuel
Représentation réglementaire	Top 100 des institutions financières mondiales	350 millions de dollars
Plateformes de gestion des risques	65 pays	400 millions de dollars

Services de communication et de rapport des investisseurs rationalisés

Les services de communication des investisseurs représentent 1,2 milliard de dollars de revenus avec:

• Traitement 5 milliards de communications d'investisseurs par an
• Soutenir 100 millions de comptes d'investisseurs
• Fournir des communications dans plus de 20 langues

Outils de transformation numérique innovants pour les services financiers

Les solutions de transformation numérique génèrent 800 millions de dollars de revenus annuels avec:

Service numérique	Adoption du marché	Revenus annuels
Plateformes financières basées sur le cloud	60% des institutions financières mondiales	450 millions de dollars
Analyse alimentée par l'IA	45% des meilleures sociétés financières	350 millions de dollars

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: relations avec les clients

Accords de service de niveau d'entreprise à long terme

Broadridge maintient 80% de ses 100 meilleurs clients pendant plus de 10 années consécutives. En 2023, la société a déclaré 5,2 milliards de dollars de revenus récurrents annuels des accords de service au niveau de l'entreprise.

Type de contrat	Durée moyenne	Valeur du contrat annuel
Accords de niveau d'entreprise	7-10 ans	3,5 millions de dollars - 12 millions de dollars
Accords de marché intermédiaire	3-5 ans	750 000 $ - 2,5 millions de dollars

Des équipes de support client dédiées et de conseil

Broadridge emploie 3 200 professionnels de soutien à la clientèle dédiés dans les bureaux mondiaux.

• Taille moyenne de l'équipe de support client: 12-15 spécialistes par grand client d'entreprise
• Couverture de soutien mondial 24/7 dans 16 pays
• Temps de réponse moyen: 45 minutes pour les problèmes critiques

Services de mise en œuvre de technologie personnalisés

En 2023, Broadridge a achevé 127 implémentations de technologie personnalisées pour les institutions financières.

Catégorie de mise en œuvre	Nombre de projets	Durée moyenne du projet
Solutions sur les marchés des capitaux	62 projets	8-12 mois
Solutions de gestion de patrimoine	45 projets	6-9 mois
Solutions de banque d'investissement	20 projets	10-14 mois

Mises à jour de la technologie régulière et améliorations du système

Broadridge a investi 620 millions de dollars en R&D en 2023, avec des cycles de mise à jour de la technologie trimestrielle.

• Fréquence de mise à jour logicielle: améliorations trimestrielles de la plate-forme
• Sécurité des versions de correctifs: mensuellement
• Personnalisation des clients: environ 40 par trimestre

Communication proactive et avis stratégique

Broadridge organise 276 sessions de conseil stratégique chaque année avec des clients de haut niveau.

Type de session consultatif	Fréquence	Participants
Avis sur les entreprises trimestrielles	4 fois par an	Cadres de niveau C
Sessions de la feuille de route technologique	2 fois par an	TI et chefs d'entreprise
Ateliers de conformité et de risque	2 fois par an	Officiers de conformité

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: canaux

Force de vente directe ciblant les institutions financières

Broadridge maintient une force de vente mondiale de 1 742 représentants des ventes directes à partir de 2023. L'équipe couvre 50 pays et cible les institutions financières de haut niveau.

Métriques du canal de vente	2023 données
Représentants totaux des ventes directes	1,742
Couverture géographique	50 pays
Taux de conversion des ventes d'entreprise	37.6%

Plates-formes numériques en ligne et portails de service

Broadridge fonctionne 6 plates-formes de service numérique primaires Soutenir les solutions technologiques financières.

• Plateforme de solutions de communication des investisseurs
• Plateforme des marchés des capitaux
• Portail numérique de gestion de patrimoine
• Plateforme de trading et de connectivité
• Système de gestion de la conformité
• Interface numérique de gestion des risques

Conférences de l'industrie et événements de technologie financière

Participation à l'événement	2023 statistiques
Les conférences totales de l'industrie ont assisté	47
Discours	22
Reach d'événement annuel	18 500 professionnels financiers

Engagements de conseil stratégique

Broadridge exécuté 312 Projets de conseil stratégique En 2023, générant 127,4 millions de dollars de revenus de consultation.

Marketing numérique et contenu du leadership éclairé

Métriques de contenu numérique	Performance de 2023
Webinaires produits	84
Livre blancs publiés	42
LinkedIn adepte	187,600
Engagement de contenu annuel	2,3 millions de vues

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: segments de clients

Banques d'investissement et sociétés de valeurs mobilières

Broadridge dessert 80% des 20 principales banques d'investissement mondiales. Revenus annuels de ce segment: 1,2 milliard de dollars.

Clients de la banque d'investissement	Services utilisés
Goldman Sachs	Traitement commercial, conformité
Morgan Stanley	Solutions post-commerce
JPMorgan Chase	Gestion des risques

Sociétés de gestion d'actifs

Desservant 85% des sociétés mondiales de gestion d'actifs avec un chiffre d'affaires annuel de 950 millions de dollars.

• Blackrock
• Avant-garde
• Investissements de fidélité

Investisseurs institutionnels

Couverture du marché: 75% des investisseurs institutionnels mondiaux. Revenu du segment: 800 millions de dollars par an.

Type d'investisseur	Total des actifs sous gestion
Fonds de pension	3,5 billions de dollars
Compagnies d'assurance	2,8 billions de dollars

Organisations de gestion de patrimoine

Desservant 70% des sociétés de gestion de patrimoine. Revenu annuel du segment: 650 millions de dollars.

• UBS-Wealth Management
• Credit Suisse Private Banking
• Charles Schwab

Services financiers d'entreprise

Couverture des services financiers des entreprises du Fortune 500: 65%. Revenu du segment: 500 millions de dollars par an.

Secteur de l'industrie	Nombre de clients d'entreprise
Technologie	125
Services financiers	98
Soins de santé	76

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Pour l'exercice 2023, Broadridge Financial Solutions a investi 362,4 millions de dollars dans la recherche et le développement, ce qui représente 7,4% des revenus totaux.

Exercice fiscal	Investissement en R&D	Pourcentage de revenus
2023	362,4 millions de dollars	7.4%
2022	335,1 millions de dollars	7.2%

Maintenance des infrastructures technologiques

Les coûts annuels de maintenance des infrastructures technologiques pour les solutions financières de Broadridge ont atteint 215,6 millions de dollars en 2023.

• Dépenses d'infrastructure cloud: 87,3 millions de dollars
• Maintenance du réseau et du matériel: 64,2 millions de dollars
• Licence et mises à jour du logiciel: 64,1 millions de dollars

Acquisition de talents et formation des employés

Les dépenses totales de capital humain pour Broadridge en 2023 étaient de 1,2 milliard de dollars, avec des allocations spécifiques comme suit:

Catégorie de dépenses	Montant
Salaires et salaires	892,5 millions de dollars
Programmes de formation des employés	47,3 millions de dollars
Frais de recrutement	22,6 millions de dollars
Avantages et compensation	237,6 millions de dollars

Cloud Computing et dépenses du centre de données

Les dépenses du Cloud and Data Center de Broadridge ont totalisé 172,9 millions de dollars en 2023.

• Services de cloud public: 68,4 millions de dollars
• Maintenance du centre de données privées: 104,5 millions de dollars

Conformité réglementaire et investissements de sécurité

Les dépenses de conformité et de sécurité pour Broadridge Financial Solutions en 2023 se sont élevées à 98,7 millions de dollars.

Zone de conformité	Montant d'investissement
Infrastructure de cybersécurité	52,3 millions de dollars
Systèmes de rapports réglementaires	28,6 millions de dollars
Formation de la conformité	17,8 millions de dollars

Broadridge Financial Solutions, Inc. (BR) - Modèle d'entreprise: Strots de revenus

Services technologiques basés sur l'abonnement

En 2023, Broadridge a généré 4,96 milliards de dollars de revenus totaux. Les services technologiques basés sur l'abonnement représentaient environ 1,58 milliard de dollars de revenus totaux.

Catégorie de service	Revenus annuels	Pourcentage du total des revenus
Plates-formes numériques	642 millions de dollars	12.9%
Solutions basées sur le cloud	538 millions de dollars	10.8%
Technologie de conformité	400 millions de dollars	8.1%

Frais de traitement des transactions

Les frais de traitement des transactions ont généré 1,24 milliard de dollars de revenus pour Broadridge en 2023.

• Transactions de négociation sur les actions: 520 millions de dollars
• Traitement à revenu fixe: 380 millions de dollars
• Traitement des dérivés: 340 millions de dollars

Licence et implémentation logicielle

Les revenus de licences logicielles ont atteint 685 millions de dollars en 2023.

Catégorie de licence	Revenus annuels
Logiciel de gestion financière	312 millions de dollars
Logiciel de conformité réglementaire	248 millions de dollars
Plateformes de gestion des risques	125 millions de dollars

Services de conseil et de conseil

Les services de conseil ont contribué 420 millions de dollars aux revenus de Broadridge en 2023.

• Conseil réglementaire: 185 millions de dollars
• Conseil de transformation numérique: 145 millions de dollars
• Conseil de stratégie technologique: 90 millions de dollars

Frais de gestion des données et de rapports

Les services de données ont généré 512 millions de dollars de revenus en 2023.

Service de données	Revenus annuels
Solutions de données de marché	238 millions de dollars
Représentation réglementaire	174 millions de dollars
Analyse des performances	100 millions de dollars

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.