Podcasts about broadridge

Morgan Krupetsky, Vice President of Onchain Finance at Ava Labs, sat down with me to discuss the latest adoption news for Avalanche and AVAX.Topics: - Broadridge on-chain proxy voting on Avalanche - Avax ETFs - Private Credit Onchain - Tokenization - The era of programmable money and Stablecoins Brought to you by

Digital Asset's CEO faces pointed questions about Canton's core claims and admits something surprising about the network's architecture. ======================================================== As Bitcoin's application layer, Citrea gives you access to the first trust-minimized BTC on a fully programmable platform and a native stablecoin for Bitcoin, ctUSD.  You can now participate in Bitcoin capital markets with lending, privacy, payments, Bitcoin yield, trading and predictions. You get expanded Bitcoin utility without sacrificing its security.  Citrea mainnet is live. Put your BTC to work at citrea.xyz/unchained.   Ether.fi is giving Unchained listeners 15% cashback on food and ride apps — and that's on top of the 3% you get on everything else.  Your bank is charging you to use your own money. Laura switched and loves her card! Go to ether.fi/unchained to claim your offer. ======================================================== Canton is the chain behind JPMorgan's deposit token, DTCC, Broadridge's $400 billion repo book, HSBC, Visa, and a growing roster of the biggest names in global finance. It describes itself as a public permissionless blockchain. But is it?  Yuval Rooz, co-founder and CEO of Digital Asset, faces off against Alex Gluchowski, co-founder and CEO of Matter Labs, and Dragonfly managing partner Haseeb Qureshi in a live debate.  The charges range from foundational: Canton cannot enforce financial rules without a trusted third party, its validators are permissioned in everything but name, and there is no universally shared ledger. Rooz fires back on all of it and, at one point, concedes something that may surprise you.  If the label matters as much as the technology, this episode will force you to decide what blockchain actually means, and whether that answer has consequences for the institutions staking their infrastructure on it. Host: ⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Yuval Rooz: Co-Founder & CEO, Digital Asset Haseeb Qureshi: Managing Partner, Dragonfly Alex Gluchowski: Co-Founder & CEO, Matter Labs Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital Asset's CEO faces pointed questions about Canton's core claims and admits something surprising about the network's architecture. ======================================================== As Bitcoin's application layer, Citrea gives you access to the first trust-minimized BTC on a fully programmable platform and a native stablecoin for Bitcoin, ctUSD.  You can now participate in Bitcoin capital markets with lending, privacy, payments, Bitcoin yield, trading and predictions. You get expanded Bitcoin utility without sacrificing its security.  Citrea mainnet is live. Put your BTC to work at citrea.xyz/unchained.   Ether.fi is giving Unchained listeners 15% cashback on food and ride apps — and that's on top of the 3% you get on everything else.  Your bank is charging you to use your own money. Laura switched and loves her card! Go to ether.fi/unchained to claim your offer. ======================================================== Canton is the chain behind JPMorgan's deposit token, DTCC, Broadridge's $400 billion repo book, HSBC, Visa, and a growing roster of the biggest names in global finance. It describes itself as a public permissionless blockchain. But is it?  Yuval Rooz, co-founder and CEO of Digital Asset, faces off against Alex Gluchowski, co-founder and CEO of Matter Labs, and Dragonfly managing partner Haseeb Qureshi in a live debate.  The charges range from foundational: Canton cannot enforce financial rules without a trusted third party, its validators are permissioned in everything but name, and there is no universally shared ledger. Rooz fires back on all of it and, at one point, concedes something that may surprise you.  If the label matters as much as the technology, this episode will force you to decide what blockchain actually means, and whether that answer has consequences for the institutions staking their infrastructure on it. Host: ⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Yuval Rooz: Co-Founder & CEO, Digital Asset Haseeb Qureshi: Managing Partner, Dragonfly Alex Gluchowski: Co-Founder & CEO, Matter Labs Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto News: Bitcoin crosses $74,000 again. SEC proposes certain crypto interfaces don't need to register as brokers. Broadridge rolls out crypto, tokenized asset platform for Canada wealth managers. Brought to you by

Send us Fan MailOn the latest episode of the Stories to Create Podcast, Cornell Bunting sits down with Kristen Russell, Director of Development at Ground Up Ministries, an organization dedicated to supporting teenage girls rescued from human trafficking.Kristen shares her passion for amplifying the voices of survivors and building meaningful partnerships within the community to expand the organization's life-changing work. She also reflects on her time serving as Interim Executive Director, where she helped guide the mission during a critical period of growth.Before her work in the nonprofit sector, Kristen built a strong professional foundation in financial planning and operations. She served as a Manager of Budget for Collier County Public Schools, where she focused on strategic resource allocation, and previously worked as an Operations Analyst, using data-driven insights to improve organizational efficiency. Earlier in her career, she provided executive administrative support at Broadridge, demonstrating strong leadership in communication and coordination. Kristen holds an Associate degree in Accounting from the University of Phoenix and a Bachelor of Science from Hodges University.Beyond her professional accomplishments, Kristen opens up about her deeply personal journey. Raised in Long Island, New York, she made the difficult decision to leave in 2017 after surviving an abusive marriage that nearly cost her life. Her transition to Naples marked a turning point—where she was met with compassion, support, and a renewed sense of purpose.Today, she has built a life rooted in healing, service, and fulfillment, using her experiences to make a meaningful impact in the lives of others.This episode is not just an interview—it is a story of survival, resilience, and transformation.Listen in as the story unfolds in real time, revealing powerful insights alongside Cornell throughout the conversation. Support the showThank you for tuning in with EHAS CLUB - Stories to Create Podcast

How do you convince 400+ employees in a global financial technology firm to become active brand advocates on LinkedIn?In this episode, we are joined by Lauren Harbury, Head of Social and Paid Media at Broadridge. With over a decade of experience at Fortune 500 brands like Wells Fargo, Lauren is a master at navigating the complexities of social strategy within highly regulated environments.Lauren breaks down the exact tactics used to scale Broadridge's employee advocacy program in a highly regulated environment, proving that success comes from meeting people where they are. You'll hear how President Chris Perry's active use of LinkedIn became a shining beacon for the entire organization, setting the tone from the top and even sparking a friendly competitive spirit via the company leaderboard. Lauren shares how her team built trust with compliance by positioning advocacy as a controlled, supported framework rather than a risk, and by implementing a three-fold enablement strategy: company-wide onboarding, targeted team training, and responsive ad hoc support. The episode explores the transition from a “glitchy” legacy tool to a high-impact platform, how to turn salespeople into your most active advocates by directly connecting posts to client conversations and closed deals, and why organic company pages are increasingly losing reach to individual employee profiles.Whether you're launching in a regulated sector or trying to reignite a stagnant program, this episode gives you the data-backed ammunition to prove ROI, win internal buy-in, and scale advocacy from social activity to measurable business impact.Resources:Want to know how your employee advocacy strategy really stacks up? Grab your FREE Employee Advocacy Health Check and see how you compare against your competitors.Book a call to discover how employee advocacy can benefit your team.Ready to elevate your employee advocacy? Get a free copy of Bradley Keenan's essential book, ‘Employee Advocacy: 101 Cheat Codes' for deeper insights and actionable strategies.​Download the 2026 Employee Advocacy Benchmark Report.Subscribe to The Employee Advocacy & Influence Podcast for more expert insights into employee influence!

Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....

This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative analysis, while Ashley brings a strong background in client engagement and innovative financial solutions.  Tim and Ashley team up to help asset managers create more data-driven distribution strategies.  Tim and Ashley talk with Jack about the key findings of the 2025 MMI Investment Advisory Pulse Survey. They discuss the alignment and gaps between asset managers and wealth managers and the rising demand for tax-optimized portfolios. Tim and Ashley also share insights on how technology is redefining the advisor value proposition and how AI is shifting from experimental curiosity to a core business priority. In this episode: (00:00) - Intro (01:38) - Tim's and Ashley's roles at Broadridge (05:25) - Tim on the gaps and alignments between asset and wealth managers (08:19) - Ashley's takeaway from the 2025 MMI Investment Advisory Pulse Survey (11:12) - The shifting value proposition of financial advisors (15:00) - Why tax optimization is a priority for wealth managers (20:11) - The role of technology in managing multiple accounts efficiently (21:54) - What it takes to manage multi-account, unified managed households (25:05) - Ashley's key takeaways (28:59) - Tim's key takeaways (31:19) - Ashley's interests outside of work (32:17) - Tim's interest outside of work Quotes "From a product perspective, we're actually seeing some alignment in the core needs that asset and wealth managers are expressing. And those really revolve around a couple of key themes: lower-cost solutions and tax-optimized solutions." ~ Ashley Wood "Financial advisors are shifting from what was once a very investment management-heavy value proposition to being much more holistic financial planning. And holistic financial planning encompasses far more than just portfolio management and investment selection." ~ Tim Kresl "The primary way that we've seen firms really managing portfolios from a tax-optimized perspective is obviously asset location and more dynamic tax optimization strategies like tax loss harvesting." ~ Tim Kresl "Wealth managers are increasingly looking to do more with fewer asset manager partners. So, it's about leveraging technology to manage decreasing margins while providing increased customization and scale." ~ Ashley Wood Links  Tim Kresl on LinkedIn Ashley Wood on LinkedIn Money Management Institute Broadridge Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Keir Gumbs, Chief Legal Officer at Edward Jones, isn't here to maintain the status quo. He joined the largest U.S. financial services firm not to run legal as usual - but to lead a transformation. In this episode, Keir and Mary talk candidly about what it takes to build a modern legal function inside a legacy institution - and why the traditional law firm model may not survive the decade. Keir brings a rare 360° view of the legal world, with leadership roles at Uber, Broadridge, Covington, and the SEC. Now, he's putting that experience to work reshaping how legal, compliance, and risk teams partner with the business and what true enablement looks like. In this episode: Transformation Playbook: Why Keir spent his first year meeting with 500+ team members - and what it taught him about culture and leadership. Shared Services, Shared Wins: How he's connecting legal, compliance, and risk through a shared services model that's breaking down silos and boosting speed. Enable First, Protect Second: Keir's core legal philosophy - and how it's changing how his team shows up across the organization. Law Firm Economics, Under Fire: Keir sounds the alarm on unsustainable rate hikes and why smaller, specialized firms are increasingly winning the work. Outcome Over Hours: What he's looking for in alternative fee models, and the reality check law firms need to hear. If you're thinking about legal transformation, technology, or the future of firm partnerships, this conversation is a blueprint for what's next. Follow Mary on LinkedIn Rate and review on Apple Podcasts  

An airhacks.fm conversation with Olimpiu Pop (@olimpiupop) about: Romanian developer's journey from 486 computers to Transylvania Java User Group, early programming with Turbo Pascal at age 9-10, playing games like Jazz Jackrabbit and Prince of Persia, influence of Star Trek and science fiction on career choice, mathematics olympiads participation, computer science high school education, learning C and FoxPro, Java vs .net ecosystem in Romania during 2000s, Microsoft's university infiltration strategy, first Java exposure with version 1.4, Siemens internship on telecommunications servers, neighborhood network building projects, working without home internet until 2005-2006, nearshoring company experience, EJB and Spring framework with XML configuration, master's studies at Johannes Kepler University Linz 2008-2011, working with fabasoft on observability systems, .NET development for two years with C#, attributes vs annotations comparison, Java ME micro edition development, implementing DTOs and service architectures, agile methodology adoption, iterative development practices, data gravity concept from Ruby on Rails, working for Uniqa with WebMethods, brueckner Group spin-off developing industrial software, DevOps implementation with Jenkins and Git, choosing between Mercurial and Git version control, Broadridge financial technology work, stock exchange monitoring systems, low-latency Java implementations, Mechanical Sympathy and Disruptor pattern, taking over Java User Group from Gabi Pop, managing Java Advent Calendar for 15 years, WordPress to Java migration plans using quarkus-roq, transition from coding to management roles, challenging microservices adoption, modular monolith advocacy, Java verbosity improvements and scripting capabilities, young developers returning to Java, typescript developers discovering Java patterns, Romanian tech scene evolution, Cluj coffee culture and steampunk bars Olimpiu Pop on twitter: @olimpiupop

What does it really mean to future-proof financial data? That's the question at the heart of my conversation with George Rosenberger, General Manager of NYFIX at Broadridge. George has spent his career moving through every corner of the capital markets, from trading desks to broker-dealers, and now into the software side where he oversees order routing, post-trade matching, and the adoption of new AI tools. His perspective is uniquely positioned between the history of financial markets and their rapidly accelerating future. This discussion takes inspiration from Broadridge's fifth annual Digital Transformation and Next Gen Technology study, which collected insights from more than five hundred technology and operations leaders across financial services. The survey highlights both the progress and the pressure points facing the industry. Forty-one percent of leaders still cite data security as a major hurdle, and while cloud, AI, and cybersecurity dominate the technology stack, a third of firms still lack security built into their core systems. George explains why this gap persists, how legacy platforms complicate modernization, and what steps firms can take to extract value from old infrastructure while preparing for what's next. We also explore the irony that many organizations overestimate their digital maturity. Generative AI adoption has surged from forty to seventy-two percent in a year, but governance, compliance, and data quality concerns remain. George stresses the importance of measuring outcomes, not just intentions, and shares how Broadridge is approaching AI responsibly through initiatives like its Algo Copilot, which helps traders make sharper decisions. If you're curious about how financial services can strengthen cybersecurity, reduce technical debt, and rethink data strategy as a true engine of innovation, this episode offers both a candid reality check and a roadmap. The speed of change is staggering, but with the right strategy, leaders can build resilience and stay ahead in a digital-first world.

Tune in to our FINAL EPISODE of the Security Token Show where Herwig Konings, Kyle Sonlin, and guest contributor Nico Pantelis cover the industry leading headlines and market movements, including new this week's IPOs, Broadridge nearing $6T in monthly repo volume, and much more RWA news!  Due to this being our final episode, Herwig and Kyle have chosen their Company of the Year for 2025 and it's none other than Figure - a huge congratulations to Mike Cagney, June Ou, Michael Tannenbaum, and their whole team! Why did they win? Find out on The Security Token Show! Market Movements: Nasdaq Files with SEC to Trade Equities Onchain: https://www.coindesk.com/policy/2025/09/05/nasdaq-seeks-nod-from-u-s-sec-to-tokenize-stocks    Nasdaq to Invest $50M in Gemini for Custody Services and Distribution, Separate from Friday's IPO: https://www.cnbc.com/2025/09/09/nasdaq-to-invest-50-million-in-winklevoss-founded-crypto-exchange-gemini.html   Fidelity Launches Tokenized MMF $FDIT, with $202M Backing Ondo's OUSG: https://blog.ondo.finance/fidelity-unveils-onchain-money-market-fund-anchored-by-ondo-finance/    Figure IPOs at $25/Share, Upsizes from Previous Targets and Raises $787M: https://www.marketwatch.com/story/figure-technologys-ipo-pricing-a-sign-of-strong-demand-for-crypto-companys-stock-fef600d4    SEC Chair Paul Atkins Speaks on Onchain Markets Coming “Without Endless Legal Uncertainty.”: https://www.theblock.co/post/370219/sec-chair-atkins-says-onchain-capital-raising-should-come-without-endless-legal-uncertainty?_bhlid=4bb475124521c42108ddee41336376f2d26b2016    Companies in the Token Debrief Include NYC RWA Meetup, St. Cloud Financial Credit Union, Ant Digital, Cantor Fitzgerald, Black Manta Capital Partners, Canton Network, HashKey, Farmway, Solowin, AlloyX, BNP Paribas, HSBC, 21X, IXS, Archax, UBS, DigiFT, Chainlink, Hyperliquid, Ethena, Fireblocks, NexStox, Stablecoin Standard, Particula, Broadridge, Kaiko, Zelle/ Early Warning Services, BlackRock, Franklin Templeton, Binance, SEC, Sifma, Japan Financial Services Agency   ====   TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25  STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9    More STM.co Reports: https://reports.stm.co/  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz  Learn More About WALLY DAO: WallyDAO.xyz    ====   ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 2:12 Market Movements 22:44 RWA Foundation Updates 24:53 Token Debrief 40:40 Company of the Year 2025

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including Inveniam's $20M investment into MANTRA, Galaxy tokenizing their GLXY shares on Superstate's Opening Bell,, & more RWA news Company of the Week - Herwig: Inveniam Company of the Week - Kyle: Broadridge   Market Movements: Galaxy Digital to Tokenize GLXY Shares Using Superstate: https://www.theblock.co/post/365662/galaxy-digital-explores-tokenizing-its-own-glxy-shares-stock-falls-on-q2-earnings Inveniam Invests $20M into MANTRA and Partners for RWA and DeFi Infrastructure, Focus on UAE and US: https://www.inveniam.io/resources/inveniam-and-mantra-announce-strategic-partnership-to-build-a-global-institutional-real-world-asset-ecosystem-anchored-in-the-uae-and-united-states Animoca Teams up WIth ProvLabs to Launch NUVA as RWA Vault Marketplace Using YLDS: https://www.businesswire.com/news/home/20250807794274/en/Animoca-Brands-and-ProvLabs-to-Co-Develop-NUVA-to-Accelerate-Access-to-Tokenized-Real-World-Assets-RWAs Figure Announces Draft S-1 Filing Ahead of IPO: https://www.figure.com/newsroom/announcement/figure-announces-confidential-submission-of-draft-registration-statement-for-proposed-ipo/ RealT Update Companies in the Token Debrief Include Exodus, Superstate, Asset Token Ventures, Vertalo, CodexField, EDITH, Assetera, xStocks, Guotai Junan International, HSBC, BB Prime, BounceBit, Franklin Templeton, CaoCao, Anchorage Digital, Standard Chartered, Animoca, HKT, Qatar Financial Center, Kaiko, Canton Network, Kaio, Centrifuge, RealFI, XRP Ledger, IVD Medical, Credefi, Vayana, Credit Agricole, CACEIS, Kriptown, Lise Exchange, HSBC, Broadridge, Ownera, HQLAx, JPMorgan, Davis Commodities, RBA, DFCRC, Stablecoin Standard, State Street ==== TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25 STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9 More STM.co Reports: https://reports.stm.co/ Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Learn More About WALLY DAO: WallyDAO.xyz ==== ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:57 Market Movements 15:51 Token Debrief 32:10 RWA Foundation Updates 34:30 Companies of The Week

In this streamlined episode, Kareen Walsh, CEO of Revampologist, LLC, shares strategies to scale your business beyond year one. If you struggle with sustainability or trust, you won't want to miss it.You will discover:- Why 90% of businesses fail in years 2-5 without a clear long-term vision- How to identify your CEO role (Creator, Entrepreneur, Operator) to lead effectively- How to simplify growth by focusing on supply, demand, and cyclical evaluationThis episode is ideal for for Founders, Owners, and CEOs in stage 3 of The Founder's Evolution. Not sure which stage you're in? Find out for free in less than 10 minutes at https://www.scalearchitects.com/founders/quizKareen Walsh is a visionary business and people strategist, author, podcaster, investor, and a 7-figure business-building entrepreneur, making her the ultimate Business Healer. With nearly two decades of experience optimizing performance in the health and wellness, e-commerce, technology, and finance industries and running top-performing teams in complex environments, Kareen has a proven track record of helping C-Suite executives turn their vision of impact into action. She has worked with trillion-dollar businesses, including BlackRock and Broadridge, to execute their strategic initiatives, as well as helping startups like Pure Vitality and Drip Hydration build growth strategies to scale.Want to learn more about Kareen Walsh's work at Revampologist, LLC? Check out her free AI coaching app at heykareen.com/ceo and connect with her on LinkedIn https://www.linkedin.com/in/kareenwalsh/ or get a behind the scenes look on Instagram at https://www.instagram.com/kareenzwalshMentioned in this episode:Take the Founder's Evolution Quiz TodayIf you're a Founder, business owner, or CEO who feels overworked by the business you lead and underwhelmed by the results, you're doing it wrong. Succeeding as a founder all comes down to doing the right one or two things right now. Take the quiz today at foundersquiz.com, and in just ten questions, you can figure out what stage you are in, so you can focus on what is going to work and say goodbye to everything else.Founder's Quiz

In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. In her role, Alicia focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relationships with clients. Jack and Alicia discuss how her team is transforming the advisor experience by integrating intelligent technology with human insight. They explore how personalized content, CRM integration, and AI can deepen client relationships, improve decision-making, and demonstrate ROI. Alicia also emphasizes the importance of understanding clients' values—not just their data—and discusses how AI can help advisors connect on a more human level. In this episode: (00:00) - Intro (01:56) - Alicia's role at Broadridge (02:41) - Common pain points in the digital advisor-client experience  (04:07) - Broadridge's current and developing projects  (06:00) - Real-world examples of simplifying advisor workflows and boosting engagement (09:31) - Connecting data and content to deepen client relationships (14:23) - Why MarTech is becoming essential to the advisor experience (16:44) - How AI is transforming wealth management (19:15) - Giving advisors deeper, more human insights with AI  (23:02) - How AI and behavioral science help personalize financial conversations (27:38) - Alicia's key takeaways (28:48) - Alicia's interests outside of work Quotes "The more you engage with clients, the more business they're going to do with you and the more they're going to trust you." ~ Alicia Rich "Advisors are in the people business. They're in a relationship business. It's not about the sale of a product. It's about really understanding people." ~ Alicia Rich "Digital advice is not just about technology and technology replacing humans. We focus on removing the friction. We want humans to do the best work they can, and we do and enable that." ~ Alicia Rich Links  Alicia Rich on LinkedIn Broadridge WSJ Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

A Future of Finance interview with Rob Krugman, Chief Digital Officer at Broadridge Interview.Rob Krugman, Chief Digital Officer at Broadridge, speaks to Bob Currie about how financial services organisations are thinking about their futures and how Broadridge applies a customer-led Agile development approach to drive its innovation strategy.Recognising that not every development idea will result in a live implementation, Krugman explores what makes the difference between success and failure and how it has applied this thinking to business use-cases, including the development of its ClearFi data insights platform and its distributed ledger repo solution. In managing its innovation lab, 605 Studios, Krugman explains how Broadridge supports a mix of ‘disruptive' and ‘synergistic' project initiatives, explaining why disruptive projects typically grow most effectively within the innovation hub, while synergistic projects may be better nurtured within existing business units and product teams.In doing so, Broadridge adopts a UniFI approach that attempts to break down the barriers between digital and traditional silos, with blockchain, tokenisation and AI technologies playing a central role in defining their mutual evolution. Hosted on Acast. See acast.com/privacy for more information.

When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you're doing worth the time and money you're spending on it? How do you know? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with Cary Chaitoff, Vice President of Marketing at C2P, to break down the true meaning of ROI for financial advisors. They discuss how to measure marketing success beyond just ad spending, the importance of establishing internal processes before spending anything on new leads, and how different marketing tactics impact client acquisition. Whether you're looking to optimize your current strategies or are just getting started with marketing, tune in to learn how to build a more efficient, results-driven marketing plan that drives growth. Resources: Marketing & Automation Platforms: FMG Suite, Broadridge, Snappy Kraken Website Analytics & Tracking: Google Analytics Advisor Webinar and Seminar Providers: American Financial Education Alliance (AFEA), White Glove  Statistics: 65% of financial advisors lack a formal lead nurturing strategy Advisors who track both lead source and booking source see a higher marketing ROI by optimizing conversion paths. High-net-worth clients are more likely to engage via educational webinars and targeted digital content rather than cold outreach. 

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate valuable relationships, and propel your financial advisory business to new heights. Join C2P members, Matt Seitz, Chief Marketing Officer, and Cary Chaitoff, VP of Marketing, as they share practical tips and proven strategies to help you create compelling campaigns, segment your audience, and boost conversions. Whether you're an email marketing novice or a seasoned pro seeking to sharpen your edge, listen for game-changing insights you can deploy immediately to supercharge your lead generation and client acquisition efforts.Resources:Email marketing platforms: FMG, Broadridge, Snappy Kraken, Constant Contact, MailChimp, ZohoAdvanced marketing automation: HubSpot, ActiveCampaign, Act-OnStatistics:65% of marketers don't have a lead nurturing strategy in place. Using "video" in subject lines boosts open rates.Starting subject lines with "most" increased open rates by 24%. 

How is the trifecta of blockchain, machine learning, and AI reshaping the future of financial services? Today, we're joined by Rob Krugman, Chief Digital Officer at Broadridge, to delve into the transformative power of digital technology within the financial sector. In this episode, we explore Broadridge's latest insights on digital transformation, highlighting the widening gap between digital leaders and those lagging behind. An astounding 75% of firms are confident in their digital strategies, yet only a third are at advanced stages in refining customer experiences, modernization, and data management. Rob shares that successful digital transformation is not just about technology but also involves a cultural shift within organizations. We discuss the barriers that institutions face, such as the challenge of prioritizing long-term transformation over short-term firefighting, attracting top-tier digital talent, and overcoming the inertia of traditional, internally focused approaches. Moreover, we'll cover the crucial role of AI in creating more engaging and personalized customer experiences. From AI-assisted form filling in insurance claims to persona-based interactions that aim for real-time personalization, financial services are on the brink of a major overhaul. Rob will also share insights on the cultural adjustments needed to integrate AI effectively, emphasizing the importance of continuous learning and the development of "superhuman" capabilities through technology. Looking towards the future, Rob outlines a vision for 2025 and beyond, where blockchain, machine learning, and AI could enable real-time, 24/7 global transactions with enhanced decision-making processes and anomaly detection. He also provides advice for organizations at the early stages of their digital transformation journey, suggesting a focus on securing a top-down mandate, starting small with experiments, and being prepared to iterate based on feedback and results. Join us as we uncover how Broadridge is navigating these changes and what other financial institutions can learn from their journey. How are you preparing for the digital transformation in your field? Share your thoughts and join the conversation.

Throughout his 30-year career, Matt has been singularly focused on helping savers retire with confidence. As President of Income America, LLC—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security. A prolific speaker and panelist, Matt has spoken at dozens of industry events, including the NAPA 401k Summit, the Alliance for Lifetime Income Summit, the Investment News Retirement Income Conference, the CFA Society PORTFOLIO Conference, AFS 401(k) Retirement Services Employee Benefits Symposium, SS&C Deliver, and the Advisor2X Wealth@Wor(k) conference. With more than 30,000 followers on LinkedIn and Twitter combined, Matt shares his thought leadership on everything from guaranteed income to proposed legislation to fintech trends impacting how Americans plan and save for retirement. A board advisor for Prime Capital Financial, Matt previously served as president of Fi360 until its acquisition by Broadridge in 2020. He also served as the executive business leader of Morningstar's Global Advisor and Wealth Solutions unit, the company's largest operating segment, where he was responsible for executing strategy and driving top-line revenue.Passionate about fiduciary standards of excellence, Matt is an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA). In this episode, Eric and Matthew Wolniewicz discuss:Plan sponsor trends with retirement income solutionsSimplicity, control, and flexibility The benefits of Income America Flexibility and guarantees through Income America Key Takeaways:Many plan sponsors are becoming more paternalistic, allowing money to remain in the plan post-retirement, and recognizing the need for auto retirement income solutions, despite it not being required.Income America offers a flexible, retirement income solution, which was initially launched by seven firms, prioritizing simplicity, control, and flexibility, addressing concerns over losing control and high costs associated with traditional annuities.Income America provides professional money management, the ability to take withdrawals without penalties, and income guarantees to counter market crashes before retirement.“Simplicity was really the foundation and the bedrock for income America, the other thing that we thought that was really important was control and flexibility.” - Matthew WolniewiczConnect with Matthew Wolniewicz:LinkedIn: https://www.linkedin.com/in/matthewwolniewicz/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder voting in 120 countries. German returns to the program today to offer advice for financial leaders on driving digital transformation at their organizations. His appearance emphasizes the importance of understanding AI technology before implementing it in an enterprise-wide program. He argues that experimenting with blockchain technology allows financial leaders to gain hands-on experience and constructive conversations within the ecosystem. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

Ep. 191: This financial services company hired eight of the women on the US Olympic rowing team. This partnership is led by Tim who went to Oxford University on a Rhodes Scholarship while captaining his Boat Club to its most successful season in 40 years. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Listeners will appreciate the specific sports-to-business analogies and lessons he has implemented to keep his widely distributed workforce of 15,000 associates in 23 countries locked onto a common vision and culture. --- Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness.  Special thanks to Chase Skipper and Jack Martha for making this episode possible.  

Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder voting in 120 countries. German joins us on the program today to discuss how AI can help drive strategy for financial services organizations in light of evolving customer expectations. Throughout the episode, German cites examples of untapped data and opportunities for efficiency gains, emphasizing the importance of documenting legacy systems and technologies to ensure continuity and modernization. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

Debbie Miglaw is Head of Digital Solutioning & Business Development at Broadridge. She and her team of digital sales specialists, solutions architects and business analysts are responsible for consulting with clients to define the digital solutions that support their digital transformation and customer experience goals.  The team of experts work with clients' business and technology stakeholders to map the solution from ideation to implementation. Debbie has extensive experience in helping clients with their print-to-digital transformations. Prior to her current role, Debbie was responsible for designing and executing the product vision and strategy of Broadridge Customer Communications omni-channel solutions.   Questions · Now, could you start off by sharing with our listeners a little bit about your journey, how it is that you got from where you were to where you are today? · Could you share with us a little bit about the results from that survey, maybe some key things that came out of that survey? · In the customer experience space, what do you think are some trends that will continue? And maybe even some new ones that you're hoping to see evolve? Or even get more prominent? · What's the one online resource tool website or app that you absolutely can't live without in your business? · Could you also share with our listeners one or two books that you've read, could be a book that you read recently, or even one you read a very long time ago. But it has had a profound impact on you whether personally or professionally. · Now, could you also share with our listeners what's the one thing that's going on in your life right now that you are really excited about? Either something you're working on to develop yourself or your people. · What would you say as a leader is maybe two or three things that you believe is critical to kind of raise a team members competencies up, especially as it relates to their behaviors in developing leadership skills? · Where can listeners find you online? · Now, before we wrap our episodes up, we always like to ask our guests do you have a quote or saying that during times of adversity or challenge, you will tend to revert to this quote if for any reason you get derail or you get off track, the quote kind of helps to get you back on track. Do you have one of those? Highlights Debbie's Journey Me: Now, could you start off by sharing with our listeners a little bit about your journey, how it is that you got from where you were to where you are today?   Debbie shared that she's been here quite a while; it started believe it or not 26 years ago, within the Broadridge space. She started with the company it was considered USCS International, which was acquired by DST Systems. And in 2016, Broadridge acquired the DST output business. And as part of that, they really brought together the best of the customer communications business across all vertical markets. And along that journey, she spent the majority of her time heading up and leading the product organization to deliver solutions across print and digital services and she continue on in that in the last 3 years, really help focus on as you said in the intro the solutioning and helping their clients find the right solution to solve for their business objectives.   Key Insights from the Recent Survey: Understanding Trends and Findings Me: Perfect. Now, one of the reasons why we were very intrigued to interview I believe, when we started this conversation, it would have been Matt Swain was about the report that was shared with me when the interview request was presented on your 6th Annual CX and Communications Consumer Insight survey. I understand the survey covers the overall consumer sentiment around CX within different industries. So, could you share with us a little bit about the results from that survey, maybe some key things that came out of that survey?   Debbie shared that they're very excited with the 2024 results that they've published out in the market. And one of the most prominent things that they found in the data is really that in the last 5 years, you could say 6, as most people know, 2020, they didn't do the survey. But over that time span, the number of consumers, the percentage that are dissatisfied with customer experience and believe companies need to improve that experience has doubled.  So, it's gone from 35%, having a sentiment that is saying needs to be better to 70%. So, it's pretty significant in terms of the fact that the expectations continue to grow, but the companies aren't necessarily achieving it at the same rate. So, that's probably the first one that she would say stands out a lot.   They also still see some things around personalization. So, when they look at the information, they find that 90% of consumers think that it's important for companies to honour their preferred communication method and a personalized communication. But only 31% think the companies are doing a good job of honouring those preferences and making it a personal experience. And then the other third point, she would say is really around data security. That's continued to be there, she's not sure that will ever change in her personal opinion, however, that consumers continue to crave that better experience but more than half, 54% are willing to share personal data if it's going to improve experience, so, that's really telling.   And then she'll say the last point, she would say is that they did ask this year about AI because it's definitely out there in market. And one of the things that they found is varying feedback, of course, but Gen Z out of all the groups are particularly optimistic about the use of AI and 76% are actually saying that they have used it in some fashion and 46% say it's actually improved their experience. So, it's just a little tidbit maybe not the top three kernels that she previously mentioned, but something for us to keep an eye on.    Me: Very fascinating. So, the study was done across different industries, right? Could you share with our listeners, like maybe the sample size? And what specific industries were covered when the survey was done?   Debbie shared that this was a North American survey, it's about 75% in the US and 25% in Canada, there were 4010 residents that were 18 years and older that was doing this study, it was executed in November of 2023. So, that's the high-level background.  And then they do actually ask about the types of industries that are providing the best experience and around the communications, and so, those industries vary from banking, credit card, utilities, health care, health insurance, telecommunications, investments, retirement, insurance loans, and then you could say, like, maybe an other for those that don't have answers, but they typically hit those. She thinks it's 10 particular industry standouts in their report.                                                                                                 Me: Perfect. So very, very good insights, especially for those of our listeners that are in the United States and Canada, we do have a lot of listeners that are outside of that region. But it's still fascinating information to keep into consideration, because probably the same execution could be done for your region if you're listening to this, and you're not in North America, you could possibly do something similar to what Broadridge did. Because the industries exist in these regions, they just probably don't have the data to support it. So, thank you so much for sharing, Debbie.   Emerging Trends in Customer Experience Me: Now, Debbie, based on your own experience in the whole customer experience space, because you have a lot of background in that, especially working with Broadridge and your previous experience. And of course, seeing that were basically halfway through 2024. What do you think are some trends that will continue? And maybe even some new ones that you're hoping to see evolve? Or even get more prominent?    Debbie stated that that's a good question. She would say that trends that they see is really a combination of how do we accelerate that digital transformation and improve the customer experience, and also lower costs and so especially more so probably in the US than some of the other areas like Canada and such, the postal rates increased dramatically. So, top of mind for companies, is to actually reduce that paper and try to get to digital quickly. But also, how do you do that? So, paperless adoption strategies is going to continue to be one of the top initiatives and trends that we see that will not change she doesn't think anytime soon.  But she thinks really what's happening is companies out there in the industries, they're really looking to figure out how do they best do it? We sometimes talk about especially you've talked to Matt Swain in the past, and it's the carrot versus the stick often comes up. And they're seeing a mixture of trial and error in there, especially with the stick.  They're really looking at how do people actually accelerate that customer experience in a way that potentially doesn't have that heavy IT cost to do it. So, she thinks they're starting to also see a trend around the make, buy, build kind of conversation. Do you build, do buy, do you partner? And so, seeing a lot of that in order to actually accelerate that transformation.   App, Website or Tool that Debbie Absolutely Can't Live Without in Her Business When asked about online resource that she can't live without in her business, Debbie stated that that's interesting, for her, she uses so many, their company probably from a perspective of she'll say, their research uses a variety of different tools. They all use LinkedIn as one source. But more than anything, when they're looking at customer experience, they look at things like UserTesting, as a way to gauge what the consumer sentiment is against the communication experience. So, that's definitely one, especially in the customer experience, and communications and consulting area. So, they definitely rely on that. And believe it or not, they like to just go out and essentially see and experience the experiences for themselves. So, meaning they might actually go to a lot of companies that they're either talking to as prospective clients or existing clients to get a sense of competitive landscape of what the best customer experiences are. So, a lot of times that personal research is the best tool that we have.   Books that Have Had the Biggest Impact on Debbie When asked about books that have had a great impact, Debbie stated that that's a good question and shared that she now can't remember the name of the book, unfortunately. But it was quite some time ago, there was a book that was really around innovation and the way we think, and what innovation means. And a lot of it had to do with the small startup business and it really made her think how you can actually have that startup mentality and how you apply it into a larger corporation. And she thinks that's one thing she has the privilege of working with the team that does a lot of that innovation for Broadridge in terms of the innovation lab and R & D. And so, their Chief Digital Officer, Rob Krugman spends a lot of time going out and exploring these different opportunities. And so, she thinks the creation of that particular unit within their company in the last couple of years has really helped kind of expand the opportunities that they might be able to bring to market.    What Debbie is Really Excited About Now! Debbie stated that that's good question. She thinks right now, their focus short term happens to be the end of their fiscal year. So, they have a very aggressive sales goals from that perspective, it's there. Ironically, when she talks about end of year, the personal side of that is it's the end of the school year going on right now so they're in the week of things like her daughter's 8th grade graduation, kind of those activities. So, it's kind of interesting that the timing of their fiscal is also the end of school year activities. And so, they're really aligned on staying focused, getting through all the activities that are there. So, very much a streamlined set of activities, both personally and professionally.   Fostering Leadership Competencies: Strategies for Elevating Team Members' Skills and Behaviors Me: Now, you do a lot of work as a leader, Debbie in your organization. And I imagine, as a leader, you have to kind of hone and develop other people's skills so that they can become truly functional in their role, but not necessarily from a technical perspective, but also from a development perspective, meaning they have the ability to motivate and inspire others. What would you say as a leader is maybe two or three things that you believe is critical to kind of raise a team members competencies up, especially as it relates to their behaviors in developing leadership skills?    Debbie shared that for me, a lot of it is empowering the employees to essentially try and do and a lot of times, that's what creates the growth. So, a lot of the approach that she's taken as a leader over the years is, after we've done sort of, like you said that a technical type education and product knowledge, some of those kinds of things the company is then they do a lot of, say, ride along. So, ride along with a meeting to listen, hear how it's actually executed, especially if it's like a sales or product related meeting. And then giving the opportunity for that person to actually lead where you sort of follow on. So, you're there as a safety net to help. And she thinks that really empowers people to let them be the experts when a leader or someone that might have more experiences on the phone. Because a lot of times what happens is people naturally defer to the person with more knowledge. So, she's found that that's a really good way to raise that confidence, and give them experience.   And again, a little bit of a safety net to get there and typically, those folks that have the aptitude, really just run with it. And before you know it, basically they're running it on their own, and they don't necessarily need you there. So, that's a great thing to see as a leader.  And she thinks the other is really kind of coaching around the communication aspect, and that really varies. She knows for like in her product role a lot of times in the past it was very technical you could say right, the accuracy what you're saying, and then trying to balance that when the right opportunity is there.  Do you need to be a little bit more optimistic and sales oriented? Do you need to be more practical, here's what's real?  And guiding people through that process of understanding the situation that you're in, in order to convey the right message right? And it's not about accuracy of the information, it's just more about that influential speak when it's appropriate, when it's not type situation. So, those are a couple of things that really stand out for her.   Where can listeners find Debbie online? LinkedIn – Debbie Miglaw Website – www.broadridge.com LinkedIn – Matt Swain 2023 CX and Communications Consumer Insights Survey   Quote or Saying that During Times of Adversity Debbie Uses  When asked about a quote or saying that she tends to revert to, Debbie shared that she does, her quote is “The best is yet to come.”   Me: Do you like to elaborate a little bit on it for our listeners?   Debbie shared that for her view, it's tough when you're in it, and a lot of times we forget to look ahead and how we're going to get past a difficult situation. And so, she thinks if we just have that little bit more optimistic view that on the other side, things will get better. And so, it's kind of funny, it comes up in other panels that she's spoken on in person. And she always say it's also a song, so it's kind of you can have it as a motto, a song, a saying, but the best is yet to come. So, whether it is in your personal life or in work, she could say the best customer experience is yet to come, right. The best for her daughter's future is yet to come. So, kind of looking at it from that angle.    Me: Very nice. Alright. Well, Debbie, thank you so much for jumping on this podcast and sharing the great insights that you did about the report that Broadridge did, as well as in your own function and capacity in terms of leading your team and some recommended trends that you believe will continue as well as evolve in the space of customer experience. The conversation was extremely insightful, and I'm sure our listeners gleaned quite a lot of information from our conversation, so that thank you so much.   Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest   The ABC's of a Fantastic Customer Experience Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners  Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!

Broadridge CEO Tim Gokey also spoke about accelerated trading and modernizing wealth management.

Drop 1: Broadridge integrates JPM Coin https://www.finextra.com/newsarticle/44144/broadridge-to-offer-jpm-coin-as-settlement-mechanism-for-dlr-platformDrop 2: MEV exploiters get the DOJ treatment https://www.coindesk.com/policy/2024/05/15/brothers-accused-of-25m-ethereum-exploit-as-us-reveals-fraud-charges/Drop 3: Lens Protocol launches own chain on zkSynchttps://twitter.com/LensProtocol/status/1790458242855751950 More Moneybrain gets VASP license in Jersey British Isles https://www.linkedin.com/posts/leebirkett_bips-globalp2p-moneybrain-activity-7195765121992777728-Onq0Project Liberty moves to acquire TikTok in the US, leverage Decentralized Social Network https://www.prnewswire.com/news-releases/frank-mccourt-organizing-a-peoples-bid-to-acquire-tiktok-302145704.htmlNew report by the European Blockchain Association on execution and consensus in staking serviceshttps://www.linkedin.com/posts/european-blockchain-association-e-v_execution-and-consensus-in-staking-services-activity-7196771676674490369-jPINGeorgetown law professor Chris Brummer launches Bluprynt to tackle crypto regulatory disclosure https://www.coindesk.com/policy/2024/05/16/leading-crypto-policy-academic-in-washington-to-open-disclosure-firm-bluprynt/Brazilian Surfer Sunny Pires gets crypto sponsorship from Nouns DAOhttps://sportsmkt.com.br/jovem-promessa-do-surf-brasileiro-e-o-primeiro-atleta-profissional-do-pais-a-receber-patrocinio-em-criptomoedas/American Banker Magazine announces their top innovators for 2024. Crypto and AI take front row seats. Winner will be announced in June. https://www.americanbanker.com/list/innovators-of-the-year-2024-digital-bankingMastercard picks 5 new startups for the Start Path program: Kulipa, Peaq, Triangle, Venly, Parfinhttps://www.mastercard.com/news/perspectives/featured-topics/fintech/kickstarting-the-next-generation-of-blockchain-payments/BRX Finance partners with v360 to manage tokenized purchase receipts https://valor.globo.com/financas/criptomoedas/noticia/2024/05/16/brx-e-v360-fazem-parceria-para-gestao-de-tokens-de-notas-fiscais.ghtmlDolce and Gabana sued for undelivered promise on NFT collection https://www.ccn.com/news/crypto/dolce-gabbana-sued-over-6000-metaverse-nfts/Midnight x NYM Twitter Spacehttps://x.com/i/spaces/1gqGvQglnLjKB . Redes sociais / comunicação.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

Drop 1: Broadridge integrates JPM Coin https://www.finextra.com/newsarticle/44144/broadridge-to-offer-jpm-coin-as-settlement-mechanism-for-dlr-platformDrop 2: MEV exploiters get the DOJ treatment https://www.coindesk.com/policy/2024/05/15/brothers-accused-of-25m-ethereum-exploit-as-us-reveals-fraud-charges/Drop 3: Lens Protocol launches own chain on zkSynchttps://twitter.com/LensProtocol/status/1790458242855751950 More Moneybrain gets VASP license in Jersey British Isles https://www.linkedin.com/posts/leebirkett_bips-globalp2p-moneybrain-activity-7195765121992777728-Onq0Project Liberty moves to acquire TikTok in the US, leverage Decentralized Social Network https://www.prnewswire.com/news-releases/frank-mccourt-organizing-a-peoples-bid-to-acquire-tiktok-302145704.htmlNew report by the European Blockchain Association on execution and consensus in staking serviceshttps://www.linkedin.com/posts/european-blockchain-association-e-v_execution-and-consensus-in-staking-services-activity-7196771676674490369-jPINGeorgetown law professor Chris Brummer launches Bluprynt to tackle crypto regulatory disclosure https://www.coindesk.com/policy/2024/05/16/leading-crypto-policy-academic-in-washington-to-open-disclosure-firm-bluprynt/Brazilian Surfer Sunny Pires gets crypto sponsorship from Nouns DAOhttps://sportsmkt.com.br/jovem-promessa-do-surf-brasileiro-e-o-primeiro-atleta-profissional-do-pais-a-receber-patrocinio-em-criptomoedas/American Banker Magazine announces their top innovators for 2024. Crypto and AI take front row seats. Winner will be announced in June. https://www.americanbanker.com/list/innovators-of-the-year-2024-digital-bankingMastercard picks 5 new startups for the Start Path program: Kulipa, Peaq, Triangle, Venly, Parfinhttps://www.mastercard.com/news/perspectives/featured-topics/fintech/kickstarting-the-next-generation-of-blockchain-payments/BRX Finance partners with v360 to manage tokenized purchase receipts https://valor.globo.com/financas/criptomoedas/noticia/2024/05/16/brx-e-v360-fazem-parceria-para-gestao-de-tokens-de-notas-fiscais.ghtmlDolce and Gabana sued for undelivered promise on NFT collection https://www.ccn.com/news/crypto/dolce-gabbana-sued-over-6000-metaverse-nfts/Midnight x NYM Twitter Spacehttps://x.com/i/spaces/1gqGvQglnLjKB . Redes sociais / comunicação.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

On this week's episode, host Sagi Eliyahu welcomes Cherie Chelst, Senior Director of Procurement of Broadridge. Cherie talks about the evolution of procurement from tactical to strategic and the importance of being an authentic and inclusive leader.Key Takeaways:(1:00) Procurement allows for a broad range of skills, from creativity to data analysis.(5:30) COVID clarified the importance of flexible procurement strategies that can adapt to market disruptions.(9:55) To drive procurement centralization, gather data, build a strong business case and secure executive buy-in.(13:00) Technology alone can't solve problems; you must first understand requirements, processes and user needs.(15:45) For compliance, make the desired action the easiest path for users to take.(20:56) Authenticity and inclusivity are vital for effective leadership.(21:25) Proactively communicate career aspirations rather than relying on work alone.Resources Mentioned:Cherie Chelst - https://www.linkedin.com/in/cherie-chelst-11537143/Broadridge - https://www.broadridge.com/This episode is brought to you by Tonkean.Tonkean is the operating system for business operations and is the enterprise standard for process orchestration. It provides businesses with the building blocks to orchestrate any process, with no code or change management required. Contact us at tonkean.com to learn how you can build complex business processes. Fast.#Operations #BusinessOperations

In crypto news today Former BlackRock ETF head will be the new Vanguard CEO. Broadridge to offer JPM Coin as settlement mechanism. State of Wisconsin's investment board discloses nearly $100M of BlackRock's bitcoin ETF

Bond yields are higher today than they were 20 years ago. With inflation indicators falling around the globe, the time of elevated cash rates may be drawn to a close.Investors are moving back into bonds in record numbers, with 2023 global bond ETF inflows totaling $333 billion. Yet, as global central banks appear at or near the end of a tightening cycle designed to quell the most significant surge in inflation in decades, investors could be moving even more quickly back into fixed income. Steve Laipply, Global co-head of iShares' fixed income ETFs joins Oscar to help us understand what has been driving investors towards, or in some cases back, to the fixed income market and what investors should be looking for as central banks appear set to loosen their grip on interest rates.Sources: ETF Flows Data: BlackRock Global Business Intelligence, as of December 31, 2023. Flows for fixed income ETFs globally totaled $265 billion in 2022, compared with $333 billion in 2023. Previous annual record was in 2021 with $282 billion; Mutual Fund Flows Data: Simfund for US MFs, Broadridge for Non-US Mutual Funds, both as of December 31, 2023. Closed end funds excluded throughout. Fixed Income Mutual Funds saw $711 billion in outflows in 2022, and $151 billion in inflows in 2023; Inflation Data: The World Bank as of Feb. 29, 2024. U.S. annual CPI for 2022 was 8.0%, compared with previous high of 13.5% in 1980. European Union CPI for 2022 was 8.8%, compared with previous high of 12.9% in 1980; Yield to Worst Data: Bloomberg, as at March, 25 2024. 3 Month US Treasury Bills at 5.38%; 10 Year US Treasury Yield at 4.25%; US High Yield (based on Markit iBoxx US Liquid High Yield Index) as at Jan. 2, 2023 was 8.7%.. and yield to worst as at Dec. 29, 2023 was 7.4%; Correlation Data: Bloomberg, as at March, 25 2024. Assessed 5 Year and 20 Year Correlation between 10 Year US Treasury Yield and S&P 500. 20 Year Correlation is 0.15%, and 5 Year Correlation is -0.03%. Based on monthly data points; Return Data: BlackRock, Bloomberg, as at March, 25 2024. High Yield references the Markit iBoxx US Liquid High Yield Index from Jan.1, 2023 to Dec. 31, 2023. Total Return = 12.89%;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Steven Zeiger – Managing Director of KB Financial. Steven utilizes the only patented prudent processes for life insurance selection and retention and joins David for an intriguing discussion on the legal guidance on life insurance illustrations from FINRA, the UPIA, adjudicated lawsuits, NYS DFS, the CFP Board and the NAIC. Steven is well known in this area of study and has been asked to educate members of STEP, NAEPC, PLI, NYC EPC, the ABA, the CFA Society, FI 360/Broadridge, and dozens of other groups on the application of prudent investor guidelines to life insurance product selection and portfolio management. Life insurance illustration comparisons are confusing and misleading according to industry regulators, but independent research can provide the clarity that fiduciaries crave in terms of easing their frustrations related to life insurance: conflict of interest and lack of transparency. Independent research offers the “full story” that is not available with typical life insurance illustration analysis, and research helps advisors understand which policy will lead to a better outcome for their clients. This episode expands on Steven's life insurance guidance and research as well as Monte Carlo simulations for life insurance.

On this episode, Dipti Kachru, Global CMO at Broadridge Financial Solutions, unravels the complexities of marketing in the fintech industry. She shares her insights on navigating B2B challenges, the importance of progress over perfection, and the evolving role of the CMO in the corporate landscape. From ABM strategies to resilience in a male-dominated industry, Dipti shares valuable lessons for marketers aiming to make an impact in the ever-changing world of financial technologies.Tune in to learn:What is Broadridge (2:30)Learnings from JPMorgan Chase (6:20)How to approach your first 90 days as CMO (11:00)Marketing to a B2B audience (22:30)How AI can be explored (31:30)Building resilience (39:00)Mission.org is a media studio producing content for world-class clients. Learn more at http://www.mission.org.

Broadridge CEO Tim Gokey discusses fintech that powers investing, corporate governance and communications.Hosts: Paul Sweeney and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Get your party hat on! Joseph Lo, Head of Enterprise Platforms and Co-Head of AI at Broadridge, and Matt Swain, Head of Communications Insights and Experience at Broadridge, celebrate Chat GPT turning 1. Tune in as Joseph and Matt reflect on the explosive growth of Chat GPT – reaching 100 million users within 2 months of its launch – and how it brought a significant amount of attention to generative AI and its natural language capabilities. Learn how companies are leveraging generative AI and discover best practices for this game-changing technology.

The transition to a low-carbon economy is one of the 5 mega forces that the BlackRock Investment Institute have been outlining for us in recent episodes. But what exactly does it mean to "invest in the transition to a low-carbon economy", how are investors seizing this opportunity, and why is this transition seen as a "mega force" for investors? Helen Lees-Jones, Head of the EMEA Sustainable & Transition Solutions at BlackRock will reveal the questions investors are asking about the low carbon transition and explain the driving factors.Sources: BlackRock iResearch Services global survey, sample size n=200, May-June 2023; BII Investment Perspectives Tracking the low-carbon transition (2023); Morningstar, Simfund, Broadridge. Data includes Sustainable Mutual Fund, ETF, Institutional and Alternative AUM, as defined by third party data sources, excluding integration/engagement flags. MF and ETF data as of Oct '21, Institutional & Alternatives data as of Jun '21.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets.For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#ProjectGuardian #tokenization #digitalassets   Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin & Jason Baraza cover the industry leading headlines and go into the leading headlines on Project Guardian!   This week we also have special guest interviews including Simon Barnby, CMO of Archax as well as Renata Szkoda, CFO of INX.   Kyle's Company of the Week: SBI Securities: https://www.sbisecurities.in/   Herwig's Company of the Week: JP Morgan: https://www.jpmorgan.com/global    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   Token Debrief   Licenses   Commerzbank Lands Digital Asset Custody License for Crypto, Tokenization: https://www.ledgerinsights.com/commerzbank-digital-asset-custody-crypto-tokenization/   Taiwan's Landmark Security Token License Issued to Carthay Securities: https://coingeek.com/taiwan-landmark-security-token-license-issued-to-cathay-securities/   New Platforms   KBC Bank Supports Tokenized Bonds: https://www.ledgerinsights.com/kbc-tokenized-bonds-blockchain-crowdfunding/ Standard Chartered's VC Tokenization Platform Libeara: https://www.ledgerinsights.com/standard-chartered-tokenization-libeara/   CSpro STO services in Hong Kong: https://www.prnewswire.com/news-releases/cspro-launches-issuance-distribution-and-investment-services-for-security-token-offerings-in-hong-kong-and-starts-accepting-applications-from-potential-security-token-issuers-301986267.html   Onchain Repo Transactions HSBC Adopt's Broadridge's DLT Sponsored Repo Solution: https://www.ledgerinsights.com/hsbc-dlt-repo-broadridge-distributed-ledger-sponsored-repo/   First External JPM Coin Client   Siemens is first JPM Client to use JPM Coin Programmable Payments: https://www.ledgerinsights.com/jp-morgan-programmable-jpm-coin-payments/   Project Guardian   JP Morgan, Apollo Use Fund Tokenization for Personalized Portfolios: https://www.ledgerinsights.com/jp-morgan-apollo-fund-tokenization-personalized-portfolio/   Project Guardian: Citi Trials FX Solution Using Avalanche Blockchain: https://www.ledgerinsights.com/citi-fx-avalanche-blockchain/   UBS, SBI, DBS use Blockchain for Cross Border Repo: https://www.ledgerinsights.com/ubs-sbi-dbs-blockchain-cross-border-repo/   Singapore's MAS to explore “global layer 1” blockchain tokenization with BNY, DBS, JPM, MUFG: https://www.ledgerinsights.com/global-layer-1-gl1-blockchain-tokenization-bny-dbs-jpm-mufg/   The Market Movements   Fundraises SBI $660M Digital Space Fund: https://www.ledgerinsights.com/sbi-digital-space-fund-web3-metaverse/   StanChart $100M Digital Asset Venture Fund: https://www.ledgerinsights.com/stanchart-sbi-digital-asset-venture-fund/   Fnality $95M Funding Round: https://www.ledgerinsights.com/fnality-goldman-bnp-paribas-dtcc-95m-funding/   Credix $60M Credit Facility Partnership: https://www.benzinga.com/fintech/23/11/35773797/financing-platform-credix-closes-60m-in-credit-facility-in-partnership-with-alternative-asset-manage   Superstate $14M Series A: https://www.businesswire.com/news/home/20231115010087/en/Asset-Management-Firm-Superstate-Announces-14m-Series-A-Financing   Offerings   Dinari: https://securitytoken.one/2023/11/13/dinari-expands-its-rwa-token-offerings-with-five-new-dshares-including-coinbase-and-berkshire-hathaway/   Obligate: https://finance.yahoo.com/news/obligate-launches-first-usdc-denominated-100000821.html   Philippines $179M Tokenized Government Bond: https://www.ledgerinsights.com/philippines-179m-tokenized-government-bonds/ = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:17 Introduction: Project Guardian 1:55 Commerzbank Digital Asset Custody License | The Token Debrief 3:26 KBC Bank Tokenized Bonds | The Token Debrief 5:39 Taiwan's Landmark STO License | The Token Debrief 6:15 StandChart SC Ventures & Libeara Tokenization Platform | The Token Debrief 7:17 CSpro Services for STO's in Hong Kong | The Token Debrief 9:09 HSBC & Broadridge's DLT Repo Solution | The Token Debrief 11:38 Siemens is JPM's first client to use JPM Coin Programmable Payments | The Token Debrief 14:10 Project Guardian & Citi FX Solution on Avalanche | The Token Debrief 14:31 JP Morgan & Apollo Fund Tokenization | The Token Debrief 14:57 UBS, SBI, DBS Cross Border Repo | The Token Debrief 15:15 Singapore's MAS Global Layer 1 Tokenization | The Token Debrief 20:38 Simon Barnby, Archax | STS Interviews 26:57 SBI $660M Digital Space | The Market Movements 28:25 StanChart, SBI $100M Digital Asset Venture Fund | The Market Movements 30:35 Fnality $95M Funding Round | The Market Movements 31:47 Credix $60M Credit Facility | The Market Movements 33:03 Superstate $14M Series A | The Market Movements 34:06 Dinari Expands RWA Token Offerings | The Market Movements 36:47 Obligate USDC Intevement Product on Polygon | The Market Movements 37:51 Philippines $179M Tokenized Government Bonds | The Market Movements 40:26 Renata Szkoda, INX | STS Interviews 46:19 Companies of The Week: SBI Securities, JP Morgan

Explore the cutting-edge technologies captivating the finance industry's investments and attention. In this episode, host James Jockle of Numerix is joined by Prakash Neelakantan and Matthew Nelson of Broadridge Financial Solutions, to bring further context to their annual Digital Transformation study findings. From the impact AI and machine learning have had on operations, to how the pace of digital transformation within firms has changed, to why data analysis and visualization remain a high priority, listen as they paint a picture of what technological advancements are shaping finance and how. 

In our first official episode, we sit down with Rob Krugman, the Chief Digital Officer at Broadridge. He talks about entrepreneurship, his foresight on what will happen in Generative AI within the next decade, big players like Goldman and JP Morgan creating services similar to FinTech firms, and building this innovative mentality within teams.  Timestamps:  0:00-1:00 (Intro)  1:00-3:00 (Early career)  3:00-4:00 (Working for startups)  4:00-5:00 (Current career)  5:00-7:00 (Old financial technologies and upcoming financial technologies/Web3)  7:00-9:00 (FinTech vs. Institutional Banks)  9:00-11:00 (Gamifying companies)  11:00-12:00 (Delivering value to users)  12:00-14:00 (protecting crypto investors)  14:00-18:00 (Financial literacy problem and solutions)  18:00-19:00 (new participants in crypto and its future)  19:00-20:00 (the stigma in crypto)  20:00-22:00 (401k investing)  22:00-24:00 (Financial literacy for retirement)  24:00-end (new generational thinking) 

Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry. First Ben draws on the experience of his career in asset management consulting which has spanned over a quarter century. We look at factors such as the: ·   Growing demand for customization of product ·   Generational changes and how this affects client demand ·   What role “mission or purpose” plays in this evolution of demand and what this means for sustainable investment solutions. ·   The evolution of Mutual Funds ·   The key role of data and data-driven approaches in the evolution of the industry. ·  What role AI will play and whether we will see the birth of the new, more intelligent robo-advisor? We look then at the evolution of asset management as a service industry rather than simply as a provider of product, and look at the importance of a dynamic client development function. Series 5 of 2023 is sponsored by With Intelligence, which connects investors and managers to the right people and data to raise and allocate assets effectively. The music in this podcast series – provided by Julia Kwamya – is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1

Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry. First Ben draws on the experience of his career in asset management consulting which has spanned over a quarter century. We look at factors such as the: ·   Growing demand for customization of product ·   Generational changes and how this affects client demand ·   What role “mission or purpose” plays in this evolution of demand and what this means for sustainable investment solutions. ·   The evolution of Mutual Funds ·   The key role of data and data-driven approaches in the evolution of the industry. ·  What role AI will play and whether we will see the birth of the new, more intelligent robo-advisor? We look then at the evolution of asset management as a service industry rather than simply as a provider of product, and look at the importance of a dynamic client development function. Series 5 of 2023 is sponsored by With Intelligence, which connects investors and managers to the right people and data to raise and allocate assets effectively. The music in this podcast series – provided by Julia Kwamya – is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1 Learn more about your ad choices. Visit megaphone.fm/adchoices

#tokenizethis #tokenization #securitytoken   Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin talk about the Tokenize This Conferencing happening this week fully virtual from October 11th through the 13th!   Kyle's Company of the Week: ST Owners Consortium: https://www.ledgerinsights.com/korea-digital-securities-consortium-kb-nh-shinhan/   Herwig's Company of the Week: Franklin Templeton: https://www.ledgerinsights.com/franklin-templeton-ceo-tokenization-securitization-on-steroids/    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   #STSTOP5 Articles of the Week   RedSwan Launches RegCF Offering: https://redswan.io/invest-with-seedinvest/   SEC Ripple / Coinbase: https://www.ledgerinsights.com/sec-ripple-appeal-denied-singapore-license/   UK Digital Securities Sandbox: https://cointelegraph.com/news/uk-digital-securities-sandbox-q1-2024   Mitsui & Digital Assets: https://www.ledgerinsights.com/mitsui-co-digital-assets-real-estate-store-card/   Sygnum Singapore Approval: https://www.ledgerinsights.com/digital-asset-sygnum-singapore-payments-license/   Institutional Update:    Broadridge: https://www.ledgerinsights.com/broadridge-blockchain-sponsored-repo-dlr-ubs/   UBS: https://www.ledgerinsights.com/ubs-tokenized-fund-public-blockchain/   Franklin Templeton: https://www.ledgerinsights.com/franklin-templeton-ceo-tokenization-securitization-on-steroids/   SIX Digital Exchange: https://www.prnewswire.com/news-releases/six-digital-exchange-partners-with-invest-direct-to-enhance-private-markets-offering-301947426.html   Korea's KB, NH and Shinhan Securities: https://www.ledgerinsights.com/korea-digital-securities-consortium-kb-nh-shinhan/   Market Update:    Notarized Tokenization: https://www.usatoday.com/story/special/contributor-content/2023/10/03/groundbreaking-notarized-tokenization-sets-standard-for-institutional-real-estate-assets/71044633007/   ChainUp: https://finance.yahoo.com/news/chainup-launches-sto-solution-providing-010000326.html   Bitfinex: https://blog.bitfinex.com/media-releases/bitfinex-securities-and-mikro-kapital-forge-strategic-collaboration-to-bring-security-tokens-to-microfinancing/   = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:49 Introduction: Tokenize This Conference Incoming! Oct 11th-13th, 2023 2:57 RedSwan Reg CF, SEC vs. Ripple, UK Digital Securities Sandbox, Mitsui & Digital Assets, Sygnum Singapore Approval | STSTOP5 09:14 STA Success Network Updates 10:12 Broadridge, UBS, Franklin Templeton, SIX Digital Exchange, Korea's KB, NH and Shinhan Securities | Institutional Updates 12:09 Notarized Tokenization, ChainUp, Bitfinex | Market Updates 14:18 Companies of The Week: ST Owners Consortium, Franklin Templeton

Jason Birmingham, Chief Technology Officer at Broadridge Financial Jason openly admits that he doesn't have the traditional resume of a CTO or a financial-technology executive. For one, he's a software engineer with finance degrees and a client-facing management consulting background. We dig into how he broke the mold and earned each promotion until he landed in the c-suite. He shares how he learned the value of mentorship and professional sponsorship and how he's been able to count on others to get over career roadblocks. Finally, we look candidly into the importance of having a solid personal and professional network and how anyone can build the skills to influence others and demonstrate leadership. http://blindap.onelink.me/ttCg/7wb8jl6k

With our industry pushing towards “Teaming”, you get Five Important Takeaways from our nationwide Team Structure presentation. Then, hear Tim Kresl of Broadridge discuss some surprising industry trends.

On today's episode of Tech Talks Daily, we are delighted to host Horacio Barakat, Head of Digital Innovation for Capital Markets at Broadridge Financial Solutions. Broadridge, a global fintech leader with $5 billion in revenues, delivers cutting-edge communications, technology, data, and analytics solutions that help clients transform their businesses. Horacio has been at the helm of Broadridge's expansion and implementation of Distributed Ledger Technology (DLT) in their DL Repo platform. With a staggering volume surpassing a trillion dollars a month in total transactions, Broadridge handles millions of trades a day involving trillions of dollars. Giants of the financial world like UBS and Société Générale are already onboard. In this insightful conversation, Horacio shares his expert perspectives on the new DLT use cases in finance and provides an in-depth analysis of its application in repo transactions. He highlights how DLT has brought about significant operational efficiencies and improved capital velocity, increasing liquidity, and facilitating different types of transactions in finance and bond trading. We also delve into the evolution of DLT in the finance industry. Starting in specific areas and slowly expanding, its adoption journey has been as expected. But along with opportunities, there are challenges—Horacio emphasizes the need to fully comprehend the technology and its benefits. The discussion further extends to how Broadridge is harnessing the power of smart contracts and the digital representation of securities to enhance workflows in securities lending and build a matching platform. Lastly, we touch on the importance of continuous learning in the financial services industry. Broadridge facilitates this through online training platforms like LinkedIn and Coursera. Horacio encourages listeners to explore the Broadridge website for more insights and examples of platform solutions. Join us in this enlightening episode, as we unravel the complexities and opportunities of Distributed Ledger Technology in the world of finance with Horacio Barakat.  

769: Our latest episode features a panel from our Metis Strategy Digital Symposium in May 2023 where Michael Newcity, the Chief Innovation Officer of ArcBest & President of ArcBest Technologies, and Rob Krugman, the Chief Digital Officer of Broadridge, discuss the topic of design thinking in ecosystem business models. Michael explains how he brings design thinking into ArcBest as a mechanism to drive innovation and the role ArcBest Technologies plays in ArcBest's innovation ecosystem. Rob details the innovation cycle within Broadridge and how he brings the customer's voice into that cycle to ensure continuous value is getting delivered. Finally, both executives speak on driving centralized innovation within their ecosystems and deploying those innovations to internal and external customers.

769: Our latest episode features a panel from our Metis Strategy Digital Symposium in May 2023 where Michael Newcity, the Chief Innovation Officer of ArcBest & President of ArcBest Technologies, and Rob Krugman, the Chief Digital Officer of Broadridge, discuss the topic of design thinking in ecosystem business models. Michael explains how he brings design thinking into ArcBest as a mechanism to drive innovation and the role ArcBest Technologies plays in ArcBest's innovation ecosystem. Rob details the innovation cycle within Broadridge and how he brings the customer's voice into that cycle to ensure continuous value is getting delivered. Finally, both executives speak on driving centralized innovation within their ecosystems and deploying those innovations to internal and external customers.

766: Rob Krugman, Chief Digital Officer of Broadridge, discusses the concept of intrapreneurship, bringing an entrepreneurship mindset to within the organization, and how this concept has helped drive innovation at the company. He talks about the innovation teams he has built, the design thinking and storytelling they bring to the innovation process, and how they collaborate with the rest of the business. Finally, Rob looks ahead at the value potential of emerging tech trends like ChatGPT and generative AI as well as reflects on the keys to his success.

766: Rob Krugman, Chief Digital Officer of Broadridge, discusses the concept of intrapreneurship, bringing an entrepreneurship mindset to within the organization, and how this concept has helped drive innovation at the company. He talks about the innovation teams he has built, the design thinking and storytelling they bring to the innovation process, and how they collaborate with the rest of the business. Finally, Rob looks ahead at the value potential of emerging tech trends like ChatGPT and generative AI as well as reflects on the keys to his success.

Kareen Walsh is a startup adviser, investor, serial entrepreneur, executive coach, author, and podcaster. She is the CEO and Founder of Revampologist, a 7-Figure Boutique consulting and coaching company and co-founded the Clevr Network. With 17+ years of entrepreneurial and executive experience leading and advising industry leaders, Kareen is hyper focused on leadership to help businesses scale. Her clients include trillion-dollar companies like BlackRock, Groupon, Broadridge as well as startups, and she helps leaders align what they love with what they do, and monetize it. She believes if you are not growing, your business won't grow, and uses her books Lead with Value and Be A Badass, along with her Podcast Your Badass Journey as ways to share the methods of personal and professional growth.

Kareen Walsh is a startup adviser, investor, serial entrepreneur, executive coach, author, and podcaster. She is the CEO and Founder of Revampologist, a 7-Figure Boutique consulting and coaching company and co-founded the Clevr Network. With 17+ years of entrepreneurial and executive experience leading and advising industry leaders, Kareen is hyper focused on leadership to help businesses scale. Her clients include trillion-dollar companies like BlackRock, Groupon, Broadridge as well as startups, and she helps leaders align what they love with what they do, and monetize it. She believes if you are not growing, your business won't grow, and uses her books Lead with Value and Be A Badass, along with her Podcast Your Badass Journey as ways to share the methods of personal and professional growth. Listen to learn: Four strategic steps to take aligned action How to identify and monetize your unique ‘zone of genius' How to ask for what you want Why lack of trust is the biggest block to building scalable businesses Why quickness of recovery from failure is the best test of great leadership How to build great teams by simplifying your daily practices as a founder or CEO How to hire unstoppable leadership teams (Hint: Stop assuming, start listening) Why too many founders are unaware of their true ‘zone of genius' and how to find and align with it Why success is about quickness of recovery from failure Why your own self care is critical to your success And much more Keep the conversation going on Podopolo in the Wings of Inspired Business episode comments and invite your friends to connect around podcasts recommended personally for you.