Broadridge Financial Solutions
5 Dakota Drive, Suite 300,
Lake Success, 11042, NY,
United States
Lake Success, 11042, NY,
United States
1 727-355-9393
Banking and Financial Services
Broadridge Financial Solutions Technographics
Broadridge Financial Solutions Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Broadridge Financial Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 14600 Broadridge Financial Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Broadridge Financial Solutions has purchased the following applications: Kofax MarkView for AP Automation in 2016, Workday Benefits for Benefits Administration in 2016, Adobe WorkFront for Business Process Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Broadridge Financial Solutions is running and its propensity to invest more and deepen its relationship with Tungsten Automation , APRO Software Solutions , Oracle or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Broadridge Financial Solutions revenues, which have grown to $6.89 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Broadridge Financial Solutions intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Broadridge Financial Solutions Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tungsten Automation | Legacy | Kofax MarkView | AP Automation | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, Broadridge Financial Solutions deployed Kofax MarkView for AP Automation. The implementation focused on accounts payable workflows that supported wealth management sales support and corporate finance processes, including expense reimbursements and document filing used by executive support staff.
The Kofax MarkView deployment incorporated category-standard AP Automation capabilities such as invoice and document capture, workflow routing, approval orchestration, and scanned document indexing to manage payables paperwork and expense submissions. Operational use of Kofax MarkView was tied to day-to-day activity alongside Oracle and Egencia systems, and MarkView was used in the same operational stack as SalesForce tools for sales and administrative workflows, reflecting cross-system operational dependency rather than a single-point application.
Governance and rollout emphasized role-based training and operational handoff, with senior executive assistants and consultants trained on Oracle, Kofax MarkView, and Egencia to support executives and manage expense reimbursements, travel itineraries, and filings. Vendor Tungsten Automation is identified as the solution provider for Kofax MarkView, and implementation practices included training-driven adoption and procedural alignment between wealth management support teams and corporate finance functions.
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AP Automation | ERP Financial Management |
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2021 | 2022 |
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ERP Financial | ERP Financial Management |
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2006 | 2007 |
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ERP Financial | ERP Financial Management |
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2021 | 2022 |
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Expense Management | ERP Financial Management |
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2018 | 2018 |
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Expense Management | ERP Financial Management |
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2020 | 2021 |
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Subscription and Recurring Billing | ERP Financial Management |
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2022 | 2022 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2016 | 2016 |
In 2016, Broadridge Financial Solutions implemented Workday Benefits as its core Benefits Administration solution to centralize US health and welfare, retirement, disability, and ancillary benefit processes. The Workday Benefits deployment was used by the US benefits team and HR leadership to collect and maintain census and eligibility data, and to drive administration tasks that support plan renewals, employee communications, and regulatory filings.
Configuration centered on benefits enrollment, eligibility rule engines, census and reporting constructs, leave of absence tracking, and benefits plan setup for cost sharing and carrier instructions. Workday Benefits was used to produce statistical and census data for actuaries, insurance carriers, and 401 K reporting, and to orchestrate plan communications and enrollment materials through HR and benefits workflows.
Operational coverage included tight coordination with third party administrators, insurance carriers, trustees, and external actuaries as indicated by benefits management responsibilities. The implementation supported cross functional interactions with HR, Finance, and Treasury, and was applied to support benefits due diligence for M and A activity and vendor contract setup as part of ongoing benefits operations.
Governance and process controls were structured around regulatory compliance and auditability, using Workday Benefits to capture data needed for Form 5500 filings, ERISA, ACA, and HIPAA compliance, and to support SOX key controls and corporate audits. Vendor management, SLAs, transition services, training, and benefits communication processes were formalized as part of the operating model for US benefits administration.
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Compensation Management | HCM |
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2014 | 2014 |
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Core HR | HCM |
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2014 | 2014 |
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Employee Engagement | HCM |
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2010 | 2010 |
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Learning and Development | HCM |
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2014 | 2014 |
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Payroll | HCM |
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2012 | 2012 |
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Payroll | HCM |
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2014 | 2014 |
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Performance and Goal Management | HCM |
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2014 | 2014 |
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Recruiting Chatbot | HCM |
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2017 | 2017 |
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Recruiting, Applicant Tracking System | HCM |
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2013 | 2013 |
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Recruiting, Applicant Tracking System | HCM |
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2016 | 2016 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2015 | 2015 |
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Time and Attendance | HCM |
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2013 | 2013 |
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Video Interviewing | HCM |
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2017 | 2017 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Broadridge Financial Solutions implemented Adobe WorkFront as a Business Process Management solution, deploying the application to support web content and digital project workflows on their corporate website. The implementation positioned Adobe WorkFront to serve as the primary workflow engine for project intake and digital work orchestration connected to Broadridge web channels.
Adobe WorkFront was configured to manage standard Business Process Management capabilities, including project and task orchestration, structured intake forms, approval routing, proofing workflows, and resource assignment. The deployment used a centrally managed, web hosted configuration of Adobe WorkFront to enable automated routing and status tracking across content and campaign lifecycles.
Operational scope focused on web operations and marketing content production, with governance established to standardize intake, approvals, and cross functional handoffs between creative, content, and web teams. The implementation emphasized workflow standardization and centralized project visibility through Adobe WorkFront to align digital content processes with enterprise governance and operating cadence.
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Travel Management | ERP Services and Operations |
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2015 | 2015 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2011 | 2011 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2013 | 2018 |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Analytics and BI | Analytics and BI |
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2011 | 2012 |
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Data Warehouse | Analytics and BI |
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2019 | 2019 |
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Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Blockchain Platform | Blockchain |
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2020 | 2020 |
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Blockchain Platform | Blockchain |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2017 | 2017 |
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Web Content Management | Content Management |
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2019 | 2019 |
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SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Warehouse Management | SCM |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2018 | 2018 |
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Customer Data Platform | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2010 | 2010 |
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EPM | EPM |
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2012 | 2012 |
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Financial Consolidation and Close | EPM |
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2010 | 2010 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Trading Platform | Investment Management |
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2012 | 2012 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2012 | 2012 |
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Procurement | Procurement |
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2020 | 2021 |
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Sourcing | Procurement |
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2012 | 2012 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2018 | 2019 |
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Risk Management | TRM |
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2009 | 2009 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management | PaaS |
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2021 | 2022 |
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Apps Development | PaaS |
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2017 | 2017 |
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Robotic Process Automation | PaaS |
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2021 | 2021 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Data Warehouse Appliance | IaaS |
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2019 | 2019 |
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Network Management and Monitoring | IaaS |
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2019 | 2019 |
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Servers, Storage and Networking | IaaS |
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2005 | 2005 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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Threat Modeling | CyberSecurity |
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2017 | 2018 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Professional Services | Professional Services |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Broadridge Financial Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Broadridge Financial Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Broadridge Financial Solutions Technographics
Broadridge Financial Solutions is a Banking and Financial Services organization based in United States,
with around 14600 employees and annual revenues of $6.89 billion.
Broadridge Financial Solutions operates a diverse technology stack with applications such as
Kofax MarkView, Workday Benefits and Adobe WorkFront,
covering areas like AP Automation, Benefits Administration and Business Process Management.
Broadridge Financial Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Tungsten Automation, Workday and Adobe Systems.
Broadridge Financial Solutions recently adopted applications including
Chargebee in 2022, Kyndryl IT Modernization in 2022 and APRO Invoice Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Broadridge Financial Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Broadridge Financial Solutions’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Broadridge Financial Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.