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Broadridge Financial Solutions, Inc.
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5 Dakota Dr, Suite 300, New Hyde Park, NY 11042-1107, USA
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Broadridge Financial Solutions, Inc.
C R
a Specialist Finance
2025 Digital Transformation & Next-Gen Technology Study
The fifth annual Digital Transformation & Next-Gen Technology Study captures the perspectives of more than 500 financial services technology and operations leaders to explore their approaches to data, AI, crypto, cybersecurity, personalization, and more.
C R
a Specialist Finance
NEXT by Broadridge
NEXT by Broadridge curates actionable intelligence, expert analysis, and data-driven insights on the major trends shaping the future of the financial services industry. We give decision-makers an edge that can only be sourced from the deep domain knowledge and extensive data resources of Broadridge.
C R
a Specialist Finance
U.S. Investor Study 2024
Broadridge’s Data Center of Excellence presents the latest U.S. Investor Study, offering insights from share-ownership data derived from proprietary processes. Analyzing millions of anonymized retail investor households, the Study details holdings in broker-dealers, online platforms, RIAs, and wirehouses. It covers ETFs, mutual funds, and U.S. equities in taxable accounts and IRAs from 2019–June, 2024, providing a comprehensive view for professionals seeking to understand investor behavior and holding patterns.
J R
a Vice President Operations
2024 Digital Transformation & Next-Gen Tech Study
2024 study of C-suite executives from 500 financial firms on their digital transformation and use of next-gen technologies.
Authored by: Broadridge
J R
a Vice President Operations
2024 CX & Communications Consumer Insights
Consumer study shows where companies underperform, explores consumer sentiment around AI, and identifies ways to boost your digital engagement.
Authored by: Broadridge
J R
a Vice President Operations
Financial Advisor Marketing Trends Report
Are you ready to take your financial advisor marketing to the next level? The 5th Edition of the Financial Advisor Marketing Trends Report is here to provide you with the latest insights and trends in the industry. With data from over 400 financial advisors, this comprehensive survey covers everything from marketing spending trends to lead generation strategies and investor expectations.
Authored by: Broadridge
J R
a Vice President Operations
Broadridge’s 2023 Digital Transformation and Next-Gen Tech Study
Broadridge’s 2023 Digital Transformation and Next-gen Tech study delivers unique insights from 500 C-suite executives to help senior leaders across business, technology, and strategy/innovation roles, on how digital transformation and next-generation technologies such as AI, blockchain, the metaverse, and quantum computing are reshaping the industry.
Authored by: Broadridge
J R
a Vice President Operations
The Future State of Global OMS
In partnership with Datos Insights, Broadridge surveyed senior technology executives and trading decision makers at sell side institutions with global footprints.
Authored by: Broadridge
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