Broadridge Automates Account Transfers

Linking the two applications will make it easier for a customer to migrate an account from one broker to another, according to Lisa Lidsky, vice president in charge of BPM for Broadridge.

For example, if a client account is being transferred from one broker to another and the new broker doesn't yet have a new account number for that client, the client information will automatically be sent to the new account opening unit. "It's all about streamlining and automation," Lidsky says. The linked

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Waters Wrap: The tough climb for startups

Anthony speaks with two seasoned technologists to better understand why startups have such a tough time getting banks and asset managers to sign on the dotted line.

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