Broadridge Financial Solutions, Inc. (BR): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da tecnologia financeira, a Broadridge Financial Solutions, Inc. (BR) surge como uma potência transformadora, revolucionando como as instituições financeiras gerenciam desafios operacionais complexos. Ao integrar perfeitamente a tecnologia de ponta com serviços financeiros abrangentes, a Broadridge criou um modelo de negócios sofisticado que atende às intrincadas necessidades de empresas de investimentos globais, gerentes de ativos e organizações de valores mobiliários. Sua abordagem inovadora combina o processamento avançado de dados, a conformidade regulatória e as soluções estratégicas de comunicação, posicionando -as como um facilitador crítico da transformação digital no ecossistema financeiro.

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com as principais instituições financeiras e empresas de investimento

Broadridge mantém parcerias críticas com as principais instituições financeiras, incluindo:

Instituição parceira	Foco em parceria
JPMorgan Chase	Soluções de processamento de negociação e pós-negociação
Goldman Sachs	Plataformas de tecnologia de gerenciamento de patrimônio
Morgan Stanley	Sistemas de conformidade e relatório regulatórios

Parcerias com provedores de tecnologia e plataformas de serviço em nuvem

Broadridge colabora com os líderes de tecnologia para aprimorar a infraestrutura digital:

• Microsoft Azure - Soluções de computação em nuvem e armazenamento de dados
• Amazon Web Services (AWS) - Suporte à infraestrutura em nuvem
• IBM Cloud - Analytics avançada e integração de IA

Colaboração com desenvolvedores de software de conformidade regulatória

Parceiro de conformidade	Serviço especializado
Bloomberg	Relatórios regulatórios e ferramentas de gerenciamento de riscos
Wolters Kluwer	Integração de software de conformidade financeira

Relacionamentos com bancos de investimento global e empresas de valores mobiliários

A Rede de Parceria Global da Broadridge inclui:

• Credit Suisse - Soluções de processamento de valores mobiliários
• Citigroup - Infraestrutura de Negociação Global
• UBS - Plataformas de tecnologia de gerenciamento de patrimônio

Receita total de parceria estratégica em 2023: US $ 1,2 bilhão

Número de parcerias financeiras globais ativas: 87

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: Atividades -chave

Processamento de dados financeiros e gerenciamento

Broadridge processou aproximadamente US $ 10 trilhões Nas transações financeiras diariamente em 2023. A empresa gerencia o processamento de dados para over 7.500 clientes institucionais globalmente.

Processando métricas	Volume anual
Processamento total de transações	US $ 10 trilhões por dia
Clientes institucionais atendidos	7,500+
Data Centers globais	14

Serviços de Comunicação e Relatórios de Investidores

Broadridge lida 80% das comunicações de investidores Para empresas públicas dos EUA. A empresa processa aproximadamente 2 bilhões de documentos de acionistas anualmente.

• Documentos anuais dos acionistas processados: 2 bilhões
• Participação de mercado nas comunicações de investidores: 80%
• Taxa de entrega de documentos digitais: 45%

Soluções de tecnologia para mercados de capitais

Em 2023, Broadridge investiu US $ 500 milhões em P&D para tecnologias do mercado de capitais. A empresa suporta plataformas de negociação processando US $ 1,5 quadrilhão em transações de valores mobiliários anualmente.

Investimento em tecnologia	Quantia
Gastos anuais de P&D	US $ 500 milhões
Volume da transação de valores mobiliários	US $ 1,5 quadrilhão
Plataformas de negociação globais	50+

Plataformas de conformidade regulatória e gerenciamento de riscos

Broadridge suporta a conformidade para 850 instituições financeiras com soluções avançadas de gerenciamento de riscos. A empresa processa dados de conformidade para 90% dos corretores dos EUA.

• Instituições financeiras suportadas: 850
• Cobertura de corretor dos EUA: 90%
• Sistemas de monitoramento de conformidade: 25+

Sistemas de processamento comercial e liquidação de valores mobiliários

A empresa gerencia acordos comerciais para US $ 2,3 trilhões em volume diário de negociação. Broadridge processa aproximadamente 35 milhões de transações comerciais por dia nos mercados globais.

Métricas de processamento comercial	Volume
Volume de negociação diária	US $ 2,3 trilhões
Transações comerciais diárias	35 milhões
Cobertura global do mercado	Mais de 50 países

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: Recursos -chave

Infraestrutura de tecnologia financeira avançada

A Broadridge opera uma infraestrutura de tecnologia de US $ 6 bilhões que apoia serviços financeiros em todo o mundo. A empresa mantém 4 data centers principais com 99,99% de confiabilidade no tempo de atividade.

Componente de infraestrutura	Capacidade	Investimento anual
Centros de processamento de dados	4 centros principais	US $ 375 milhões
Recursos de computação em nuvem	300+ petabytes	US $ 215 milhões
Infraestrutura de rede	Conectividade global	US $ 125 milhões

Recursos de processamento de dados em larga escala

Broadridge processa 85 bilhões de transações financeiras anualmente, Gerenciando fluxos de trabalho de dados complexos para instituições financeiras globais.

• Velocidade de processamento da transação: 250.000 transações por segundo
• Recursos de análise de dados em tempo real
• Monitoramento de conformidade em várias estruturas regulatórias

Software proprietário e soluções algorítmicas

A empresa mantém 672 patentes de software registradas com investimento anual de P&D de US $ 412 milhões.

Categoria de software	Número de soluções	Penetração de mercado
Plataformas de negociação	37 soluções únicas	65% de instituições financeiras globais
Gerenciamento de conformidade	24 sistemas especializados	58% de adoção corporativa

Extensa experiência em serviços financeiros

A Broadridge emprega 12.500 profissionais com habilidades especializadas em tecnologia financeira, com 68% com diplomas técnicos avançados.

• Posse média dos funcionários: 7,4 anos
• Força de trabalho global em 16 países
• 70% da liderança com formação em tecnologia financeira

Sistemas robustos de segurança cibernética e proteção de dados

Investimento anual de segurança cibernética de US $ 287 milhões, protegendo mais de US $ 9 trilhões em ativos financeiros sob gestão.

Métrica de segurança	Desempenho	Padrão de conformidade
Detecção de ameaças	99,97% de precisão	Certificado ISO 27001
Criptografia de dados	Avançado de 256 bits	NIST compatível

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: proposições de valor

Soluções abrangentes de tecnologia financeira e comunicação

A Broadridge fornece US $ 6,4 bilhões em receita anual por meio de soluções de tecnologia para serviços financeiros. A empresa atende a 75% dos corretores globais e 80% dos principais bancos de investimento global.

Categoria de serviço	Penetração de mercado	Contribuição anual da receita
Soluções de Tecnologia Financeira	85%	US $ 3,2 bilhões
Plataformas de comunicação	70%	US $ 1,8 bilhão
Ferramentas de conformidade regulatória	65%	US $ 1,4 bilhão

Eficiência operacional aprimorada para instituições financeiras

Broadridge oferece melhorias na eficiência operacional com as seguintes métricas -chave:

• Redução de custos de 35-45% para instituições financeiras
• Processando 85% das negociações de valores mobiliários dos EUA
• Gerenciando US $ 9 trilhões em volume diário de negociação

Conformidade regulatória em tempo real e gerenciamento de riscos

As soluções de conformidade geram US $ 750 milhões em receita anual com:

Serviço de conformidade	Cobertura	Investimento anual
Relatórios regulatórios	As 100 principais instituições financeiras globais	US $ 350 milhões
Plataformas de gerenciamento de riscos	65 países	US $ 400 milhões

Serviços simplificados de comunicação e relatório de investidores

Os serviços de comunicação de investidores representam US $ 1,2 bilhão em receita com:

• Processando 5 bilhões de comunicações de investidores anualmente
• Apoiando 100 milhões de contas de investidores
• Entregando comunicações em mais de 20 idiomas

Ferramentas inovadoras de transformação digital para serviços financeiros

As soluções de transformação digital geram US $ 800 milhões em receita anual com:

Serviço digital	Adoção de mercado	Receita anual
Plataformas financeiras baseadas em nuvem	60% das instituições financeiras globais	US $ 450 milhões
Análise de IA	45% das principais empresas financeiras	US $ 350 milhões

Broadridge Financial Solutions, Inc. (BR) - Modelo de Negócios: Relacionamentos do Cliente

Acordos de serviço de longo prazo

A Broadridge mantém 80% de seus 100 principais clientes por mais de 10 anos consecutivos. A partir de 2023, a empresa registrou US $ 5,2 bilhões em receita recorrente anual de contratos de serviço em nível corporativo.

Tipo de contrato	Duração média	Valor anual do contrato
Acordos de nível corporativo	7-10 anos	US $ 3,5 milhões - US $ 12 milhões
Acordos do mercado intermediário	3-5 anos	US $ 750.000 - US $ 2,5 milhões

Equipes dedicados de suporte ao cliente e consultoria

A Broadridge emprega 3.200 profissionais de suporte a clientes dedicados em escritórios globais.

• Tamanho médio da equipe de suporte ao cliente: 12-15 especialistas por principal cliente corporativo
• 24/7 de cobertura de suporte global em 16 países
• Tempo médio de resposta: 45 minutos para problemas críticos

Serviços de implementação de tecnologia personalizada

Em 2023, a Broadridge concluiu 127 implementações de tecnologia personalizada para instituições financeiras.

Categoria de implementação	Número de projetos	Duração média do projeto
Soluções de mercados de capital	62 projetos	8-12 meses
Soluções de gerenciamento de patrimônio	45 projetos	6-9 meses
Soluções bancárias de investimento	20 projetos	10-14 meses

Atualizações de tecnologia regulares e aprimoramentos do sistema

A Broadridge investiu US $ 620 milhões em P&D durante 2023, com ciclos trimestrais de atualização de tecnologia.

• Frequência de atualização de software: aprimoramentos trimestrais da plataforma
• Lançamentos de patch de segurança: mensalmente
• Personalizações solicitadas pelo cliente: aproximadamente 40 por trimestre

Comunicação proativa e consultoria estratégica

A Broadridge realiza 276 sessões de consultoria estratégica anualmente com clientes de primeira linha.

Tipo de sessão de consultoria	Freqüência	Participantes
Revisões de negócios trimestrais	4 vezes por ano	Executivos de nível C.
Sessões de roteiro de tecnologia	2 vezes por ano	TI e líderes de negócios
Oficinas de conformidade e risco	2 vezes por ano	Oficiais de conformidade

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: canais

Força de vendas direta direcionando instituições financeiras

Broadridge mantém uma força de vendas global de 1.742 representantes de vendas diretas em 2023. A equipe cobre 50 países e tem como alvo as instituições financeiras de primeira linha.

Métricas de canal de vendas	2023 dados
Total de representantes de vendas diretas	1,742
Cobertura geográfica	50 países
Taxa de conversão de vendas corporativa	37.6%

Plataformas digitais on -line e portais de serviço

Broadridge opera 6 plataformas de serviço digital primário Apoiando soluções de tecnologia financeira.

• Plataforma de soluções de comunicação de investidores
• Plataforma do mercado de capitais
• Portal digital de gerenciamento de patrimônio
• Plataforma de negociação e conectividade
• Sistema de gerenciamento de conformidade
• Interface digital de gerenciamento de risco

Conferências do setor e eventos de tecnologia financeira

Participação do evento	2023 Estatísticas
As conferências totais da indústria compareceram	47
Falando compromissos	22
Alcance anual do evento	18.500 profissionais financeiros

Compromissos de consultoria estratégica

Broadridge executado 312 projetos de consultoria estratégica Em 2023, gerando US $ 127,4 milhões em receita de consultoria.

Conteúdo de marketing digital e liderança de pensamento

Métricas de conteúdo digital	2023 desempenho
Webinars produzidos	84
White Papers publicado	42
Seguidores do LinkedIn	187,600
Engajamento anual de conteúdo	2,3 milhões de visualizações

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

Bancos de investimento e empresas de valores mobiliários

Broadridge atende a 80% dos 20 principais bancos de investimento global. Receita anual deste segmento: US $ 1,2 bilhão.

Principais clientes do banco de investimento	Serviços utilizados
Goldman Sachs	Processamento comercial, conformidade
Morgan Stanley	Soluções pós-negociação
JPMorgan Chase	Gerenciamento de riscos

Empresas de gerenciamento de ativos

Servindo 85% das empresas globais de gerenciamento de ativos com receita anual de segmento de US $ 950 milhões.

• BlackRock
• Vanguarda
• Fidelity Investments

Investidores institucionais

Cobertura de mercado: 75% dos investidores institucionais globais. Receita do segmento: US $ 800 milhões anualmente.

Tipo de investidor	Total de ativos sob gestão
Fundos de pensão	US $ 3,5 trilhões
Companhias de seguros	US $ 2,8 trilhões

Organizações de gerenciamento de patrimônio

Servindo 70% das empresas de gerenciamento de patrimônio. Receita anual do segmento: US $ 650 milhões.

• Gerenciamento de patrimônio do UBS
• Credit Suisse Private Banking
• Charles Schwab

Departamentos financeiros corporativos

Cobertura da Fortune 500 Departamentos Financeiros Corporativos: 65%. Receita do segmento: US $ 500 milhões anualmente.

Setor da indústria	Número de clientes corporativos
Tecnologia	125
Serviços financeiros	98
Assistência médica	76

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Broadridge Financial Solutions investiu US $ 362,4 milhões em pesquisa e desenvolvimento, representando 7,4% da receita total.

Ano fiscal	Investimento em P&D	Porcentagem de receita
2023	US $ 362,4 milhões	7.4%
2022	US $ 335,1 milhões	7.2%

Manutenção de infraestrutura de tecnologia

Os custos anuais de manutenção de infraestrutura tecnológica da Broadridge Financial Solutions atingiram US $ 215,6 milhões em 2023.

• Gastos da infraestrutura em nuvem: US $ 87,3 milhões
• Manutenção de rede e hardware: US $ 64,2 milhões
• Licenciamento e atualizações de software: US $ 64,1 milhões

Aquisição de talentos e treinamento de funcionários

As despesas totais de capital humano para Broadridge em 2023 foram de US $ 1,2 bilhão, com alocações específicas da seguinte forma:

Categoria de despesa	Quantia
Salários e salários	US $ 892,5 milhões
Programas de treinamento de funcionários	US $ 47,3 milhões
Custos de recrutamento	US $ 22,6 milhões
Benefícios e compensação	US $ 237,6 milhões

Computação em nuvem e despesas de data centers

As despesas com o Cloud e Data Center da Broadridge totalizaram US $ 172,9 milhões em 2023.

• Serviços de nuvem pública: US $ 68,4 milhões
• Manutenção privada de data center: US $ 104,5 milhões

Investimentos regulatórios de conformidade e segurança

Os gastos com conformidade e segurança da Broadridge Financial Solutions em 2023 totalizaram US $ 98,7 milhões.

Área de conformidade	Valor do investimento
Infraestrutura de segurança cibernética	US $ 52,3 milhões
Sistemas de relatórios regulatórios	US $ 28,6 milhões
Treinamento de conformidade	US $ 17,8 milhões

Broadridge Financial Solutions, Inc. (BR) - Modelo de negócios: fluxos de receita

Serviços de tecnologia baseados em assinatura

Em 2023, a Broadridge gerou US $ 4,96 bilhões em receita total. Os serviços de tecnologia baseados em assinatura representavam aproximadamente US $ 1,58 bilhão em receita total.

Categoria de serviço	Receita anual	Porcentagem da receita total
Plataformas digitais	US $ 642 milhões	12.9%
Soluções baseadas em nuvem	US $ 538 milhões	10.8%
Tecnologia de conformidade	US $ 400 milhões	8.1%

Taxas de processamento de transações

As taxas de processamento de transações geraram US $ 1,24 bilhão em receita para a Broadridge em 2023.

• Transações de negociação de ações: US $ 520 milhões
• Processamento de renda fixa: US $ 380 milhões
• Processamento de derivativos: US $ 340 milhões

Licenciamento e implementação de software

A receita de licenciamento de software atingiu US $ 685 milhões em 2023.

Categoria de licenciamento	Receita anual
Software de gerenciamento financeiro	US $ 312 milhões
Software de conformidade regulatória	US $ 248 milhões
Plataformas de gerenciamento de riscos	US $ 125 milhões

Serviços de consultoria e consultoria

Os serviços de consultoria contribuíram com US $ 420 milhões para a receita da Broadridge em 2023.

• Aviso regulatório: US $ 185 milhões
• Consultoria de transformação digital: US $ 145 milhões
• Consultoria de estratégia de tecnologia: US $ 90 milhões

Gerenciamento de dados e cobranças de relatórios

Os serviços de dados geraram US $ 512 milhões em receita durante 2023.

Serviço de dados	Receita anual
Soluções de dados de mercado	US $ 238 milhões
Relatórios regulatórios	US $ 174 milhões
Análise de desempenho	US $ 100 milhões

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.