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Data Control Intelligent Automation

Harness AI to enhance reconciliation matching and exception resolution

Add a smart layer of control to your reconciliation and break-management processes. Machine learning algorithms automatically generate and improve matching rules, classify matching problems and suggest resolution steps. The result: Fewer manual investigations and more time for mission-critical activity.

Agnostic solution that boosts performance across single or multi-vendor reconciliation processes

Gain end-to-end visibility into machine learning models. Challenge and adapt resolution models to meet evolving business needs. Our solution builds on any reconciliation platform to improve operational efficiency.

Accelerated Reconciliation Onboarding

Self-learning Matching Models

Continuous Match Improvement

Automatic Break Classification

Intelligent Resolution Proposals

Smarter break management

Intelligent Automation automatically identifies the reason for a break, instantly highlights the underlying cause and suggests the action to resolve it.

Video

Put Machine Learning To Work

5 Ways Artificial Intelligence Can Transform Your Reconciliation Process

How We Can Help

Creating certainty at every step

50+

Years of financial services experience.

1,000+

Firms serviced globally.

98%

Client revenue retention rate.

22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Fact Sheets

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics