About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge to Expand its Business Process Outsourcing Services

Subscribe to our newsletter

Broadridge Financial Solutions, a technology services and outsourcing company to the global financial services industry, today announced a major expansion of its outsourcing solutions offering.

In response to market demand, Broadridge has extended its business process outsourcing (BPO) services beyond securities processing functions and, in order to offer greater flexibility to global financial institutions, now enables firms to use their technology of choice while taking advantage of Broadridge’s BPO solutions. Broadridge’s expanded BPO services now include the performance of the back-office, middle office, corporate and finance functions of global financial services firms. These solutions are differentiated by Broadridge’s global subject matter expertise and financial services industry experience. Broadridge also continues to provide BPO solutions to its clients in connection with its own proprietary securities processing platform.

“Broadridge’s BPO solutions are flexible and completely customisable for our clients’ needs. Any financial services firm can now benefit from Broadridge’s significant subject matter expertise and proven track record in the financial services industry,” explained Joseph Barra, president, SPS International and Global Outsourcing Solutions, Broadridge.

The back office functions supported by Broadridge include securities clearance and settlement, corporate actions, tax reporting, mutual funds, and other books and records processing. The middle office functions supported by Broadridge include account opening and maintenance, and account and asset transfers. Corporate and finance functions supported by Broadridge include traditional accounting processes such as accounts payable and management reporting and also treasury, risk, compliance and regulatory reporting.

“Broadridge’s BPO solutions allow financial services firms to leverage Broadridge’s economies of scale and its on- and off-shore processing resources, regardless of the technology platform a firm prefers,” Barra added. “Our metric-driven, scalable BPO solutions offer continuous process improvement and security, enabling clients to reduce fixed costs and infrastructure risk. Clients will also be able to focus more on accelerating growth in their existing businesses and entering new markets, asset classes, lines of business and geographies,” he concluded.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Taming the Private Markets Data Beast: Solving for Valuation, Integration, and Reporting in Alternative Investments

Date: 7th October 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Institutional activity in private markets has surged as organisations’ traditional investment theses have been upended by global economic volatility, geopolitical instability and fee compression. In their search for better risk-adjusted returns, they have found a rich seam of alpha...

BLOG

Data Management Summit London Sees Leaders Take on Critical Issues

A-Team Group’s 16th annual Data Management Summit London brought together data leaders from the world’s largest financial institutions to discuss the biggest data and technology issues and trends within their industry. Hundreds of delegates from all over the world gathered to hear the latest thoughts of practitioners in keynote addresses and panel discussions before breaking...

EVENT

Data Management Summit New York City

Now in its 16th year, Data Management Summit (DMS) NYC returns on September 17th 2026, to explore how to use data and AI to drive measurable business outcomes – reliably, repeatedly and at scale.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...