Digital transformation for one of the world’s biggest fintech companies

Broadridge is one of the world’s leading providers of financial technology and services, with $5bn+ in revenues and more than 14,000 employees in 21 countries. Its infrastructure provides a global communications hub that links thousands of companies and funds to millions of individual and institutional investors, underpinning daily trading of more than $9tn of equities, fixed income and other securities. 

It has multiple products, services and insights, helping banks, broker-dealers, mutual funds, asset and wealth managers and public companies manage risk and accelerate growth. But it wasn’t presenting them well. Over time, through a combination of internal innovation and external mergers, it had accumulated multiple products. These looked inconsistent, were described differently and were not presented cohesively as a core offering. 

It was time to create an accessible, consistent, progressive digital experience where clients and potential clients can easily access everything. The commercial need was for a go-to-market strategy for 20+ products and services. 

What we did

Our role was to help formulate a common approach across presentation, tone of voice and brand look and feel, bringing these products to market as part of a single, consistent core product suite. 

First, this required us to delve into Broadridge’s existing proprietary systems and to think strategically. Our team looked at the product range, revenue mechanism, distribution and release schedule, associated content, regional outlook and more. 

Strategy and team

We realised we needed to build a new, single destination that would hold all of this in one place. The Distribution Insight platform would be a new future-facing website for Broadridge; its repository for everything distribution-focused. 

We adopted an integrated-team approach, providing UI, UX and digital development support to the multiple internal teams building and developing different aspects of the platform. We worked closely together on technical decisions and provided rapid prototyping for key elements. This included research and development across integration and administrative logic, unique content mapping and infrastructure strategy.

The new platform, Distribution Insight, brings Broadridge’s analytics, insights and advisory services together, giving asset managers a detailed picture of global markets and critical insights that can help them operate strategically and accelerate their growth.

Campaign activation

We were also asked to work on a launch campaign, and designed an activation programme for Broadridge’s teams to bring it to market. We designed creative executions across motion, interactive advertising and wider campaign creation. This work was featured in Reuters, FT’s Ignites Europe, Funds Europe and other platforms.

Outcome

Working hand in hand with Broadridge, we co-created a strategy, unified sales proposition and distinct visual approach for an entirely new digital sales concept, Distribution Insight. We conceived, planned, designed, built and launched a single digital environment with access to a suite of distribution products, both analytical and insight focused. 

The system has supported multiple global teams with their product sales and growth strategies – and given their clients products and insights to inform their strategies and fuel their growth. We continue to help Broadridge maintain the system. 

We now have a long-term partnership with the organisation and have become an extension of its global team, supporting multiple business units with the following services:

1. Strategic brand positioning

2. Product positioning and development

3. Brand creative

4. Digital product UI, UX and design

5. Digital architecture and prototyping

6. Digital development and build

7. Product launch

8. Campaign activation and social activity

Other projects have included AXA × Broadridge ↗ and Broadridge FundForum Digital Tool ↗