Broadridge Financial Solutions (NYSE: BR) is a global technology provder dedicated to empowering clients and the financial services industry through innovative solutions that drive operational resiliency, enhance business performance, and transform investor experiences.
The Broadridge Advisor Onboarding Solution addresses the complexities and inefficiencies traditionally associated with the advisor onboarding process. By streamlining operations through an engaging and intuitive wizard interface, the solution simplifies the completion of both essential regulatory and proprietary firm forms and integrates seamlessly with third-party verification partners. This not only enhances the onboarding experience for new advisors but also provides home office teams with real time visibility into onboarding progress, particularly beneficial during mergers and acquisitions. By automating data collection and compliance checks, the solution reduces administrative burdens and accelerates the integration of new talent.
For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale.
As the financial services industry rapidly evolves, there is more complexity, with new regulations, startups, technologies, and applications to stay on top of and prioritize. Celent helps you connect this ever-changing puzzle. We offer objective advice and clarity, backed by a database of thousands of solutions and award-winning global best practice use cases. With real-life domain expertise, we also guide you through the maze of emerging tech in the pursuit of value.
Our people, data, insights, and relationships form the foundation for you to use Celent to make confident technology decisions in financial services.
