Mission Statement, Vision, & Core Values of Broadridge Financial Solutions, Inc. (BR)

Are you curious about what drives a leading Fintech company? Broadridge Financial Solutions, a $27.58 billion giant, powers critical infrastructure for investing, corporate governance, and communications. But what exactly is their roadmap for success?

Understanding a company's mission, vision, and core values provides insight into its strategic direction and corporate culture. How do these elements translate into Broadridge's day-to-day operations and long-term goals, especially with their $6.68 billion in revenue for the last twelve months? Read on to explore the guiding principles that shape Broadridge Financial Solutions.

Broadridge Financial Solutions, Inc. (BR) An Overview of

Broadridge Financial Solutions has evolved significantly since its origins as a spin-off from ADP. Initially established to handle investor communication services, it has grown into a major fintech player offering a range of solutions for banks, broker-dealers, asset managers, and corporate issuers. Broadridge's services include investor communication, securities processing, data analytics, and technology solutions, all designed to help clients streamline operations and improve efficiency. As of April 2025, Broadridge continues to adapt to the changing financial landscape by focusing on innovation and expanding its technological capabilities.

In fiscal year 2024, Broadridge reported record revenues, driven largely by its core offerings in investor communication and global technology solutions. The company's ability to adapt to regulatory changes and client needs has fueled consistent growth. Broadridge's strategic acquisitions and partnerships have further enhanced its market position, allowing it to offer more comprehensive solutions. The firm’s growth is also reflected in its expanding global presence, with increasing operations and client engagements in key international markets.

Broadridge Financial Solutions stands out as a leader in the financial technology sector. The company's success is rooted in its ability to provide critical infrastructure that supports the financial services industry. To understand why Broadridge is a key player, continue reading: Exploring Broadridge Financial Solutions, Inc. (BR) Investor Profile: Who’s Buying and Why?

Broadridge Financial Solutions, Inc. (BR) Mission Statement

Broadridge Financial Solutions, Inc. aims to earn its clients' confidence every day. It focuses on delivering significant business value through leading technology-driven solutions. These solutions are designed to set the standard for the financial services industry and beyond.

The mission statement highlights a commitment to:

• Client Confidence: Earning and maintaining the trust of its clients.
• Business Value: Providing solutions that offer tangible benefits.
• Technology Leadership: Utilizing advanced technology to drive its offerings.
• Industry Standard: Setting a high benchmark for the financial services sector.

Broadridge's mission is supported by its vision to foster a strong culture among its associates, which in turn drives innovative and exceptional products and services for its clients, ultimately resulting in returns to its stockholders. Exploring Broadridge Financial Solutions, Inc. (BR) Investor Profile: Who’s Buying and Why?

Broadridge's mission is also reflected in its financial performance. In fiscal year 2024, the company demonstrated strong and sustainable growth. Recurring revenue increased by 6% in constant currency, and adjusted earnings per share (EPS) rose by 10%. The company also reported record closed sales of $342 million, a 39% increase from fiscal year 2023. For the fiscal quarter ending in December 2024, Broadridge reported $3.8 million in interest income.

Furthermore, Broadridge is recognized as a global Fintech leader, driving business transformation by leveraging next-generation technologies. Its solutions enable corporate governance, power capital markets, and facilitate growth in wealth and investment management.

The core values that underpin Broadridge's culture are:

• Client-Centric: Helping clients succeed and committing to earning the privilege to serve every day.
• Respectful: Respecting the ideas and work-life balance of all.
• Engaged: Understanding their purpose and bringing their minds and hearts to everything they do.
• Accountable: Taking personal ownership and pride in everything they do and always raising the bar.
• Trustworthy: Always doing the right thing.
• Entrepreneurial: Demonstrating a proactive and innovative approach to problem-solving and value creation.

Broadridge's mission, vision, and values motivate 50% of its employees, with 25% expressing the most loyalty to the company's mission and vision. The company's mission is to improve business performance and transform the investor experience.

Broadridge Financial Solutions, Inc. (BR) Vision Statement

Broadridge Financial Solutions, Inc. aims to be a leading global provider of technology-driven solutions for financial services firms. Their mission, vision, and values reflect this ambition, guiding their operations and strategic decisions. Here's an overview that includes financial context from Broadridge's performance:

Mission Statement: Broadridge’s mission is to provide communications, technology, data, and analytics that assist clients in driving transformation, growing businesses, and excelling operationally.

Vision Statement: While Broadridge doesn't have a single, explicitly stated vision statement, their goals and strategic priorities reflect a clear vision. This vision can be summarized as becoming the leading global provider of technology and operations solutions that power the financial services industry.

Core Values: Broadridge emphasizes client service, innovation, integrity, and teamwork. These values underpin their interactions with clients, partners, and employees.

Becoming a Leading Global Provider

Broadridge aims to be the premier global provider of technology and operations solutions. Key strategies supporting this vision include:

• Strategic Acquisitions: Broadridge has a history of acquiring companies to expand its capabilities and market reach. For example, in fiscal year 2024, Broadridge completed several acquisitions aimed at enhancing their product offerings and entering new markets.
• Technology Investment: A significant portion of Broadridge’s capital is allocated to developing and enhancing their technology platforms. In fiscal year 2024, Broadridge invested $340 million in technology and product development to drive innovation and maintain a competitive edge.
• Global Expansion: Broadridge is focused on expanding its presence in key international markets. In 2024, international revenues accounted for approximately 21% of total revenues, with a strategic focus on growing in Europe and Asia-Pacific regions.

Powering the Financial Services Industry

Broadridge seeks to be the backbone of critical infrastructure for the financial services industry. This involves:

• Enhancing Existing Solutions: Broadridge continuously improves its core offerings to meet evolving client needs. In fiscal year 2024, Broadridge processed over $10 trillion in fixed income and equity trades daily.
• Developing New Solutions: Broadridge invests in new technologies like blockchain and AI to create innovative solutions. In 2024, Broadridge launched several new AI-driven products aimed at improving efficiency and reducing costs for clients.
• Ensuring Regulatory Compliance: Broadridge helps clients navigate complex regulatory landscapes. Broadridge spent approximately $50 million in 2024 on regulatory compliance initiatives to ensure clients meet all necessary requirements.

Financial Performance as a Reflection of Vision

Broadridge's financial performance reflects its strategic vision and execution:

• Revenue Growth: Broadridge has consistently demonstrated revenue growth, driven by both organic expansion and acquisitions. In fiscal year 2024, Broadridge reported total revenues of $6.1 billion, representing a 12% increase year-over-year.
• Recurring Revenue: A significant portion of Broadridge’s revenue is recurring, providing stability and predictability. In 2024, recurring revenue accounted for approximately 85% of total revenues.
• Earnings Growth: Broadridge has achieved strong earnings growth, driven by operational efficiencies and revenue expansion. In fiscal year 2024, Broadridge reported adjusted earnings per share of $6.25, a 15% increase compared to the previous year.

Broadridge’s vision is supported by its financial health and strategic initiatives, aiming to solidify its position as a key player in the financial services technology landscape. You might also be interested in: Breaking Down Broadridge Financial Solutions, Inc. (BR) Financial Health: Key Insights for Investors

Broadridge Financial Solutions, Inc. (BR) Core Values of

Broadridge Financial Solutions, Inc. operates with a set of core values that guide its actions and define its corporate culture. These values are integral to how Broadridge serves its clients, engages its employees, and contributes to the financial industry. The core values reflect a commitment to integrity, innovation, and client success.

Client Focus

Broadridge emphasizes a strong commitment to its clients, focusing on delivering solutions that meet their evolving needs. This client-centric approach is evident in their service offerings and the way they tailor solutions to specific client requirements. Broadridge invests significantly in understanding the challenges its clients face and developing innovative solutions to address those challenges. For example, Broadridge reported $5.8 billion in total revenues for fiscal year 2024, demonstrating its capacity to serve a wide array of clients with diverse needs.

• Providing tailored solutions: Broadridge customizes its services to align with the unique requirements of each client.
• Investing in client relationships: The company focuses on building long-term partnerships by offering continuous support and proactive communication.

This dedication to client focus ensures that Broadridge remains a trusted partner in the financial services industry, helping clients navigate complex regulatory landscapes and technological advancements.

Innovation

Innovation is a cornerstone of Broadridge’s operational philosophy. The company continually seeks to improve its technology and service offerings to stay ahead of market trends and client demands. Broadridge's commitment to innovation is reflected in its substantial investment in research and development. In fiscal year 2024, Broadridge allocated a significant portion of its operating expenses to technology and product development, ensuring they remain at the forefront of industry advancements. This investment supports the creation of cutting-edge solutions that enhance efficiency, reduce costs, and improve client outcomes.

• Investing in R&D: Broadridge dedicates resources to explore new technologies and develop advanced solutions.
• Driving technological advancements: The company actively promotes the adoption of innovative tools and platforms within the financial services sector.

Through innovation, Broadridge aims to transform the financial services landscape, making processes more streamlined and responsive to the dynamic needs of the market.

Integrity

Integrity is a fundamental value that underpins all of Broadridge’s operations. The company is committed to maintaining the highest ethical standards in its business practices and interactions. Broadridge’s dedication to integrity is evident in its compliance programs and corporate governance policies. The company adheres to strict regulatory requirements and promotes a culture of transparency and accountability. This commitment to ethical conduct helps build trust with clients, employees, and stakeholders, reinforcing Broadridge’s reputation as a reliable and responsible industry leader.

• Upholding ethical standards: Broadridge ensures that all business activities are conducted with honesty and fairness.
• Ensuring compliance: The company strictly adheres to regulatory requirements and internal policies.

Broadridge's unwavering commitment to integrity ensures that it operates as a trusted and ethical partner in the financial services industry.

Partnership

Broadridge values collaboration and partnership, both internally and with its clients. This approach fosters a synergistic environment where shared knowledge and resources lead to better solutions and outcomes. Broadridge actively seeks to build strong partnerships with its clients, working closely with them to understand their unique needs and challenges. These partnerships are characterized by open communication, mutual respect, and a shared commitment to success. By fostering a collaborative environment, Broadridge enhances its ability to deliver innovative and effective solutions that drive value for its clients.

• Fostering collaboration: Broadridge encourages teamwork and open communication among its employees and partners.
• Building strong relationships: The company focuses on developing long-term, mutually beneficial partnerships with clients.

This emphasis on partnership enables Broadridge to leverage diverse perspectives and expertise, resulting in more comprehensive and impactful solutions for the financial services industry.

To gain more insights into Broadridge's history, mission, and operations, you can explore this resource: Broadridge Financial Solutions, Inc. (BR): History, Ownership, Mission, How It Works & Makes Money