Tradeverse consolidates real-time, multi-asset class data from multiple vendor applications and platforms from orders and executions through settlement into a unified, harmonized data platform. It reduces errors, simplifies access with a common data ontology across front, middle and back office and incorporates robust security to protect sensitive information and maintain data integrity. The clear data structure unlocks insights for all key functions – trading desks, operations, risk, finance, and regulatory – by providing a trusted and transparent data source.

“A Tradeverse implementation we’ve recently completed with a global bank is proving the power of harmonizing trade data,” said Hugh Daly, Head of Data and AI, Capital Markets, Broadridge. “The solution delivers efficiencies for their regulatory reporting and compliance teams, allowing direct access to the data for business users initiating complex searches using natural language.”

Many enterprise data warehouse projects fail to deliver the expected benefits due to the complexity arising from disparate representations of the source data. Tradeverse is focused on ensuring true data harmonization. The application of business logic and constraint of the data ontology is critical to that. This leads to seamless access to high quality data, which ultimately accelerates time-to-value for multiple AI initiatives.

In another use case, the Securities Operations team of a top ten capital markets firm is using Tradeverse’s harmonized data platform coupled with Broadridge’s Generative AI tool for Operations (OpsGPT) to empower users.  This is allowing the teams to identify and implement productivity gains such as settlement fails analysis that were previously incredibly hard to capture in a fragmented ecosystem.

Tradeverse will be the cornerstone of a number of innovative value-add business solutions that Broadridge will bring to market in the coming months.

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“By incorporating Point Focal’s analytics into the NYFIX order routing network, we’re able to deliver a new level of portfolio insights for clients,” said George Rosenberger, General Manager for NYFIX at Broadridge Trading and Connectivity Solutions. “Point Focal provides a unique lens on the market which will help add alpha to the trading process and these new insights will rapidly improve performance while mitigating execution risk and simplify trading.”

Broadridge’s NYFIX clients, including buy-side asset and wealth managers, sell-side service providers, portfolio managers, traders, research analysts and RIAs, will have access to custom portfolios and watch lists, built from Point Focal’s aggregated, vetted, alternative data derived from leading marketing sources and delivered in digestible and actionable summaries.

“We’re pleased to make our portfolio analytics available to the Broadridge community. Broadridge is a trusted partner touching many investment management operations and has a history of identifying innovative technology solutions,” said Thomas Bryant, Director of Sales and Business Development at Point Focal. “Combining Point Focal analytic assets with Broadridge’s network and ability-to-scale creates an unprecedented experience for decision-makers.”

Current reports from Point Focal that will be available on NYFIX include a pre-market report of recent news activity and sentiment scores, earnings recaps and outlooks; a post-market report summarizing portfolio performance and a weekly report summarizing on-and-off exchange venue activity.

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The report cites TCS’ compelling vision towards offering integrated solutions as a standalone and productized offering to augment the digital landscape of customers beyond a typical outsourcing relationship, as a key strength. It highlights that TCS has enhanced its automation, cognitive and analytics capabilities across the F&A value chain through proprietary as well as in-house solutions, such as ignio. The report goes on to say that the company has witnessed strong growth in digital adoption by leveraging its consultative approach, the Machine First Delivery Model (MFDM) maturity assessment model and process mining tools, and best practices such as digital governance and change management.

“As touchless transactions continue to evolve, CFOs are embracing analytics, automation and blockchain to make the finance function swift, intelligent and digital, helping the enterprise achieve agility and sustain a competitive edge,” said Ashok Pai, Global Head, Cognitive Business Operations, TCS. “This recognition is a testament to our digital capabilities across the F&A value chain and the strategic role we have been playing in expediting and orchestrating our customers’ digital journeys.”

TCS has a comprehensive portfolio of digital transformation solutions, backed by MFDM, spanning the entire F&A value chain. These include cloud-based proprietary platforms and cognitive automation solutions such as TAP, TRAPEZE, ignio, RPA and OCR solutions, AI-powered chatbots and virtual agents, persona-based interactive visualization, advanced analytics and BPaaS.

TCS’ ability to customize solutions, enable scalable service models and orchestrate multiple digital levers in a Location Independent Agile Model, have enabled it to successfully deliver large and complex transformations and add immense value to its customers across industries.

“TCS follows a consultative approach, leveraging its Machine First Delivery Model framework, process mining tools, proprietary digital solutions, and best practices, such as digital governance and change management, to support clients in digital enablement. In addition to strengthening its digital ecosystem with modular components and BPaaS solutions, TCS has invested significantly in talent management to cater to evolving F&A needs,” said Shirley Hung, Vice President, Everest Group.

“With pioneering business concepts such as our Machine-First approach, our deep contextual knowledge, technology mettle and holistic approach to transformation, we are well positioned to help CFOs accelerate their digital transformation journeys,” added Ashok Pai.

The post TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group first appeared on FinTecBuzz.

In addition to Jeff’s powerful network of financial institutions, trade associations and suppliers to the banking industry, Harper brings extensive experience in product development, sales and marketing management and senior leadership to the KlariVis team. In his new role, Jeff will be responsible for driving the company’s revenue strategy and will manage all revenue-related functions, including sales/business development, marketing, channel management, and customer success/customer service.

“Having Jeff join KlariVis at this exciting juncture speaks volumes to the confidence he has in our new software platform,” said Kim Snyder, CEO and founder of KlariVis. “Jeff and I have known each other through various business associations for many years, so having the opportunity to now work together on creating this unique tool for bankers is exciting and energizing. He is uber-connected in the industry and we see landing someone of his caliber and experience to the KlariVis executive team as a huge win for our company.”

Most recently, Harper served as the CRO for Allied Payment Network where he managed Allied’s channel partner network and marketing initiatives. Harper also was president of BSG Financial Group, a provider of profit-enhancing solutions for financial institutions nationwide, where he actively participated in the sale of the company to Velocity Solutions. He worked as a commercial lender for PNC Bank and SunTrust Bank, and a staff accountant for PWC as well. Harper serves on the board of the Association for Financial Technology (AFT) and has been a member of various banking associations, including the Financial Managers Society. He is an active member in numerous non-profit associations in Louisville and serves on the Executive Advisory Council for the College of Business at James Madison University, where he received his bachelor’s degree in accounting.

Harper said, “Having the opportunity to work with an entrepreneurial group of former community bankers to develop a data analytics solution that can be deployed in a straightforward and user friendly format and at an affordable price for financial institutions nationwide is so refreshing for our industry. I am honored and humbled to have been selected for this leadership role with KlariVis. The overarching market demand for technology created, developed and supported by seasoned bankers is one of the factors that attracted me to KlariVis.”

“The KlariVis team is filled with entrepreneurial spirit – self-starters with a ‘can-do’ approach,” Snyder explained. “Jeff’s integrity, responsiveness, industry knowledge, work ethic and collaborative approach match perfectly with the KlariVis team and core values. He understands that we created KlariVis to help our clients become high-performance financial organizations and also understands we are only successful when our clients are successful.”

Created by bankers, for bankers, KlariVis enables employees at all levels of the organization to efficiently access the massive amounts of customer, market, product and service data that resides in their core and ancillary siloed systems, thereby empowering bankers to make data-driven decisions by improving insight into the components that affect loan, deposit and revenue growth. Additionally, KlariVis creates organizational efficiencies that allow financial institutions to focus on strategic decision-making, not managing cumbersome data and reporting processes. With KlariVis, financial institutions now have the capability to get the right data in the right hands at the right time to make the right decisions for their organization. The KlariVis team will be exhibiting the platform at Bank Director’s Acquire or Be Acquired Conference, ABA’s Conference for Community Bankers and ICBA Live 2020.

The post KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer first appeared on FinTecBuzz.

RPM’s state-of-the-art technology platforms support over 15 million customer accounts and build on Broadridge’s strong Canadian wealth management business, providing a solution set for the retail banking sector and adding enhanced mutual fund and deposit manufacturing capabilities. RPM has proven capabilities in the Mutual Fund Dealers Association of Canada marketplace with a suite of services and solutions and a successful track record of winning and on-boarding new clients.

About Broadridge

Broadridge Financial Solutions, Inc. (NYSE: BR) a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than US $5 trillionin fixed income and equity trades per day. Broadridge employs over 10,000 full-time associates in 18 countries.

For more information about Broadridge, please visit www.broadridge.com.

Investors:

W. Edings Thibault
Head of Investor Relations
Broadridge Financial Solutions
+1 516-472-5129
edings.thibault@broadridge.com

Media:

Tina Wadhwa                                         
Broadridge Financial Solutions
+1 212-973-6164                        
tina.wadhwa@broadridge.com

SOURCE Broadridge Financial Solutions, Inc.

Related Links

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Raymond James will apply Broadridge’s innovative investor communication solutions and digital capabilities to its mobile application in a way that drives shareholder engagement and simplifies shareholder voting. The mobile app integration is just one way Raymond James leverages Broadridge’s range of digital capabilities and investor communication solutions to advance its multi-channel strategy, engage shareholders, realize cost savings and improve the overall client experience.

“We look forward to continuing our partnership and leveraging Broadridge’s innovative investor communications solutions to drive our mobile capabilities and enhance the customer experience while driving shareholder engagement and operational efficiencies,” said Joe Barkley, SVP Operations at Raymond James. This forward thinking relationship is part of our continued focus on providing advanced technology to support advisors and clients.”

Raymond James will continue to utilize Broadridge’s Investor Communications Portal to access client information and display regulatory documents and corporate actions, thereby increasing transparency and optimizing efficiency for all shareholder communications activities.

“We see Raymond James’ continued confidence in our proxy solutions and digital capabilities as recognition of our commitment to delivering innovative solutions that enhance the shareholder voting experience, drive shareholder engagement and power the proxy ecosystem,” said Bob Schifellite, President of Investor Communication Solutions at Broadridge. “By enhancing the investor experience through the simplification of digital processes and a multi-channel offering, Raymond James is joining us on a journey to providing real business value.”

About Broadridge
Broadridge Financial Solutions, Inc. (NYSE: BR) a $4 billion global Fintech leader and a part of the S&P 500® Index, is the leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than US $5 trillionin fixed income and equity trades per day. Broadridge employs over 10,000 full-time associates in 18 countries.

For more information about Broadridge, please visit www.broadridge.com

Investors:
W. Edings Thibault
Head of Investor Relations
+1 516-472-5129
edings.thibault@broadridge.com

Media:
Sofia Chernova
Prosek Partners
+1 646-459-4314
SChernova@prosek.com

Tina Wadhwa
Broadridge Financial Solutions
+1 212-973-6164
Tina.wadhwa@broadridge.com

SOURCE Broadridge Financial Solutions, Inc.
Related Links
http://www.broadridge.com

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Flack comes to Broadridge with more than 20 years of financial services industry experience encompassing roles across futures & options, derivative operations and e-commerce. She joins Broadridge from Deutsche Bank, where she helped build the bank’s post-trade business, most recently as Director, Head of Listed Derivatives, Australia and Head of Clearing Product Development & Client Solutions, Asia Pacific. In her earlier days with Deutsche, she led the Priority Client Management division for Asia Pacific and prior to this served as Head of Global Client Operations for the Australiabusiness.

“We are excited to welcome Julie to the Broadridge team and look forward to working with her to enhance Broadridge’s strong presence across Asia Pacific markets,” said Becker. “She is a highly regarded financial markets professional with a wealth of knowledge across electronic trading platforms and post-trade delivery mechanisms and channels with strong ties throughout the region.”

“I am thrilled to join Broadridge in Australia and work with the team across Asia Pacific,” said Flack. “I have worked closely with regional teams in Singapore, Tokyo and Sydney in the past and look forward to building upon Broadridge’s international expansion going forward.”

The appointment comes at a time when Broadridge has seen strong growth in Asia Pacific, especially from global banks and brokers and increasingly from regional players, as well as asset management firms. Flack’s appointment is part of significant investments Broadridge is making in the Asia Pacific region, which the company sees as a key driver of growth.”

About Broadridge
Broadridge Financial Solutions, Inc. (NYSE: BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is the leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than $5 trillion in fixed income and equity trades per day. Broadridge employs over 10,000 full time associates in 18 countries. For more information about Broadridge, please visit www.broadridge.com.

Media contacts:

SOURCE Broadridge Financial Solutions, Inc.

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http://www.broadridge.com

Resource Url

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Also Read – Juniper Square Announces $25M in Series B Funding Led by Ribbit Capital

The post Broadridge Appoints Julie Flack to Lead Australia Business first appeared on FinTecBuzz.

“Tom is an incredibly capable, technology-focused industry executive,” said Gokey. “Tom has driven the growth of our Global Capital Markets business and, more recently, our overall International portfolio. We see the continued mutualization of technology and technology innovation as the future of the industry, and Tom is the right leader to bring the next generation of technology including AI, blockchain, cloud, and digital to our Capital Markets and Wealth and Investment Management clients globally.”

A 25-year veteran, Carey led the combination of all of Broadridge’s international businesses into a single integrated unit earlier this year to bring Broadridge’s full scale to global client solutions. Previously, he led the rapid growth of the company’s technology and operations solutions in EMEA and APAC for nearly a decade. In 2016, he added responsibility for Global Fixed Income. Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.

“Broadridge has consistently delivered scalable and proven technology and operations solutions to help clients transform while gaining significant cost efficiency. Looking ahead, we aim to accelerate this pace of change on a global scale,” said Carey. “We are uniquely positioned to help clients get ready for what’s next by providing the on-ramp to the next generation technology and innovation to help them meet their growth objectives.”

Carey will continue overseeing Broadridge International until a new leader is formally appointed. Charlie Marchesani, former President of GTO, will serve as strategic advisor for the segment’s critical growth themes including strategy, M&A, and product management.

About Broadridge
Broadridge Financial Solutions, Inc. (NYSE: BR) a global Fintech leader and a part of the S&P 500® Index, is the leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than $5 trillion in fixed income and equity trades per day. Broadridge employs over 10,000 full time associates in 18 countries. For more information about Broadridge, please visit www.broadridge.com.

Investors: 
W. Edings Thibault 
Head of Investor Relations 
+1 516-472-5129 
edings.thibault@broadridge.com

Media: 
Tina Wadhwa 
Broadridge Financial Solutions 
+1 212-973-6164 
Tina.wadhwa@broadridge.com

SOURCE Broadridge Financial Solutions, Inc.

Related Links

http://www.broadridge.com

Resource Url

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