Broadridge Deploys Tableau's Visual Analytics Software - The Industry Spread

Ricardo Esteves

Ricardo Esteves has seen business and economics through many lenses. He joined the Financial Services Industry in 2009, and has been a financial journalist since 2011. He holds a degree in Business Administration and has experience producing real-time news, from both buy-side and sell-side, as well as for retail traders, brokers and service providers. Esteves' work has appeared in a variety of online publications including FX Street and FinanceFeeds.

Broadridge

Broadridge Deploys Tableau’s Visual Analytics Software

November 17, 2018
Eric Bernstein, Head of Asset Management Solutions at Broadridge
Eric Bernstein, Head of Asset Management Solutions at Broadridge

Broadridge’s investment management customers will now gain self-service access to individualized analytics, customizable digital reports, and interactive dashboards from Tableau.

Broadridge Financial Solutions, the Automatic Data Processing spin-off founded in 2007, has announced enhanced analytics and visualization capabilities to Broadridge’s investment management clients through a strategic partnership with Tableau, a Seattle-based provider of interactive data visualization products.The seamless integration between the Broadridge Investment Management Data Warehouse and Tableau will provide customers with self-service access to individualized analytics, customizable digital reports, and interactive dashboards. Broadridge clients will gain access to emerging technologies such as smart data recommendations powered by machine learning, and natural language processing, which enables a more natural, conversational way to ask questions and gain insights from data.

Tableau’s visual capabilities are available for all of Broadridge’s investment management clients, including hedge funds, hedge fund administrators, asset managers, banks and prime brokers

Eric Bernstein, Head of Asset Management Solutions at Broadridge, commented:

“Actionable data is at the forefront of everything today. Data aggregation and normalization is a constant pain point for the industry and getting it right for our buy-side clients is one of Broadridge’s competitive advantages. Tableau’s visual analytics platform, combined with our best-in-suite software, will provide insights and analytics into trading, portfolio and operations data at the speed of thought.”

Kim Minor, Financial Services Market Director at Tableau
Kim Minor, Financial Services Market Director at Tableau

Kim Minor, Financial Services Market Director at Tableau, said:

“As an organization’s needs rapidly evolve, the effective use of data is more critical than ever to ensuring success. We’re thrilled to see Broadridge take advantage of Tableau’s open, flexible platform with the creation of this new offering that will help customers gain a competitive advantage with data. This is a powerful example of how embedded analytics can help deliver unique, mission-critical insights to customers quickly and easily.”

Broadridge has grown into a global Fintech company with over $4 billion in revenues and is recognized as an invaluable partner for the world’s leading companies and financial institutions to help with client engagement, navigating risk, optimizing efficiency and generating revenue growth. The partnership with Tableau will provide Broadridge’s customers with tools to better explore trading and portfolio data, while intuitive, visual analytics enables them to seamlessly showcase their findings and empower more people with data-driven results.

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