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

A-Team Insight Blogs

Edward Jones Chooses Broadridge Canada’s New Issue Fulfillment Solution

Subscribe to our newsletter

Broadridge Financial Solutions, today announced that Edward Jones has chosen Broadridge Canada’s New Issue Fulfillment solution for the communication and delivery of transaction confirmations and required compliance documents for new issue equity and fixed income products in Canada.

The solution incorporates print on demand technology with inventory management and provides concise audit reporting. As a scalable offering it supports multiple new issues at the same time while ensuring that the most current documents are available for distribution. The results of this service implementation will be minimized costs and substantial improvements in operational efficiencies.

Doug Bennett, Principal, Operations, Edward Jones said, “Edward Jones is excited to work with Broadridge on a fulfillment solution that will benefit our clients.”

“The New Issue service is an example of our commitment to create innovative outsourcing solutions for our Canadian clients,” said Donna Bristow, VP Client Management and Strategic Product Development, Canada, Broadridge.

“By working closely with the Edward Jones team, and tapping into our global securities experience, we created a new issue solution that offers economies of scale and innovation. Edward Jones can focus on its core business of servicing investors, while utilizing Broadridge’s infrastructure and newest outsourcing technology to manage the new issue fulfillment process.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: FRTB: What still needs to be done before the global deadline of January 2023?

While implementation of Fundamental Review of the Trading Book (FRTB) regulation has been delayed twice for reasons first of complexity and second of the coronavirus pandemic, the final deadline of January 1, 2023 is less than a year away. For banks in scope of the regulation, the time to put necessary risk infrastructure and data...

BLOG

Solidatus Outlines Data Blueprint for Better Contextual Decisions

Recent years of disruption caused by the Covid pandemic, Russia-Ukraine war and climate change have accelerated the journey to data digitalisation and making better data-driven decisions – but what are the key steps along the way and how can firms use disruption as an opportunity to reimagine their data? Philip Dutton, co-founder and co-CEO at...

EVENT

Data Management Summit New York City (Redirected)

Now in its 8th year, the Data Management Summit (DMS) in NYC explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

GUIDE

ESG Data Handbook 2022

The ESG landscape is changing faster than anyone could have imagined even five years ago. With tens of trillions of dollars expected to have been committed to sustainable assets by the end of the decade, it’s never been more important for financial institutions of all sizes to stay abreast of changes in the ESG data...