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Fast-tracking digital transformation through next-gen technologiesHow leading
firms are accelerating growth

Digital transformation: Redefining opportunityDiscover how leading firms are
improving the customer experience, creating efficiencies and driving business
growth through digital transformation. This extensive global Broadridge study
explores the financial, operational and strategic benefits of digital
transformation. It charts the progress of firms of different regions, sizes and
sectors. And it details the approaches firms take to successfully accelerate
digital transformation across various use cases and focus areas, as well as
their priorities for the future. WHAT SHOULD YOUR FIRM DO NEXT?Insights gleaned
from interviews with C-level executives from 750 firms worldwide will help you
gain a robust view of:• The value of innovation• The drivers of digital
maturity• The progress of your peers• Opportunities to accelerate your success1.
SETTING THE STAGE 32. THE BUSINESS CASE 63. DIFFERENCES BY FIRM SIZE AND REGION
84. THE PATH FORWARD 125. NEXT-GEN TECHNOLOGIES 166. THE CHALLENGES FIRMS FACE
187. ACCELERATING INNOVATION: DON’T GO IT ALONE 208. ABOUT THE STUDY 21TABLE OF
CONTENTS2|BROADRIDGEThis 2022 Broadridge Digital Transformation and Next-Gen
Technology study builds on our 2021 Next-Gen Technology study. It takes a wider
view of innovation in digital transformation, for more comprehensive insight
into what underpins digital maturity and defines leadership,
including:Transformation of customer experiences, workflows and processes, and
use of data and analytics The strategic and organizational components of
transformationAdoption of next-gen technologies, AI, blockchain, the Cloud and
digital(The ABCDs of Innovation®)


Global study breaks down opportunities across firms of every size and stage of
transformation.750 SENIOR EXECUTIVES • 65% C-suite | 35% C-level-1 executives•
Representing APAC | EMEA | North America• All with a solid understanding of the
use of next-gen technologies at their firm FIRMS OF VARIOUS SIZES (ASSETS OR
AUM)• $1B–$9.9B• $10B–$49.9B• $50B–$249.9B• $250B–$499.9B• $500B+Broadridge
partnered with Thoughtlab Group to conduct a robust phone-based survey of senior
executives from 750 firms globally.See appendix research and sample detail >>
3|BROADRIDGE|Table of contents >>10 SUB SECTORS IN FINANCIAL SERVICES AND
HEALTHCARE • Universal bank or full-service financial institution •
Broker-dealer• Commercial or investment bank• Hedge fund• Insurance company•
Investment/asset manager including mutual fund/ETF manager• Private
equity/private debt• Wealth manager• Retail bank• Healthcare payerTHE
SAMPLESETTING THE STAGE























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