Strategy & Finance

Data Processing & Outsourced Services

Case studies in data processing & outsourced services.

Broadridge Financial Solutions: How to sequence a platform launch?

On 16 September 2024, Broadridge Financial Solutions announced Global Asset Servicing, a platform bringing together more than 18 components across capital markets, wealth management, asset management and global custody. The listed services included tax and performance reporting, cost basis, proxy, class actions, reclaims and global custody. Read case

ExlService Holdings — Bringing iMerit into EXL’s AI Platform

ExlService Holdings (EXL) completed its acquisition of iMerit on August 3, 2026. EXL had announced that it would integrate iMerit’s Ango platform with EXLerate.ai, EXLdata.ai and EXLdecision.ai. iMerit’s founder and chief executive, Radha Ramaswami Basu, became an EXL executive vice president, Head of iMerit and a member of EXL’s executive committee. , Read case

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