AI Automation Report for Broadridge Financial Solutions

Broadridge Financial Solutions is a global fintech leader and a S&P 500 company that provides critical technology-driven infrastructure for the financial services industry. The company specializes in investor communications, capital markets processing, and wealth and asset management solutions, serving a client base that includes banks, broker-dealers, asset managers, and corporate issuers. Broadridge's business model revolves around highly scalable, mission-critical processing platforms that manage proxy voting, trade settlement, and digital consumer engagement. As a key industry utility, they sit at the center of global financial markets, facilitating the movement of trillions of dollars and billions of investor communications annually.

https://www.broadridge.com
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Yearly Cost Savings
$4,052,251

potential annual savings

Yearly Time Savings
39,205

hours/year automatable

Processes Analyzed
8

business processes

8
Process Areas
8
Sub-processes
40
Automatable Tasks
0
Fully Autonomous

Your Automation Opportunity

By automating 40 tasks across 8 sub-processes in 8 process areas, you could save approximately 39,205 hours/year and reduce costs by $4,052,251/year.

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Savings by Organization Level

Breakdown of automation potential by role level, with differentiated hourly rates.

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Executives

VP, Director, C-Level

Hours/year12,926
Rate$150/hr
Savings$1,938,870

Roles included:

Director of Proxy ServicesVP of Investor Communication SolutionsCommunications Coordinator+10
📊

Managers

Manager, Lead, Supervisor

Hours/year10,678
Rate$95/hr
Savings$1,014,372

Roles included:

Settlement ManagerOnboarding ManagerCompliance Manager+5

Specialists

Senior, Architect, Consultant

Hours/year3,443
Rate$125/hr
Savings$430,313

Roles included:

Digital Marketing SpecialistReporting SpecialistOnboarding Specialist+4
💼

Contributors

Analysts, Agents, Assistants

Hours/year12,158
Rate$55/hr
Savings$668,696

Roles included:

Data AnalystReconciliation ClerkCompliance Analyst+20

Savings by Role

Benchmarks based on similar Fintech companies in 🇺🇸 United States.

VP of Capital Markets Operations$240,300
Chief Financial Officer$217,800
Director of Proxy Services$213,570
Chief Compliance Officer$207,900
Chief Information Officer$184,500

Processes Identified

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