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Case Study

Leverage scale, trim costs and improve service with a dynamic, in-house billing system

Leverage scale, trim costs and improve service  with a dynamic, in-house billing system

Leverage scale, trim costs and improve service with a dynamic, in-house billing system

BUSINESS CHALLENGE When Victory Capital acquired Munder Capital Management Inc. in 2014, their institutional client billing quota almost doubled. Looking for a way to leverage scale, trim costs and improve their level of service, Victory needed a dynamic billing solution they could manage in-house. “Bringing the billing back in-house promised to deliver on our goals, our growth metrics and other business priorities for the near- and long-term future,” noted Abby Hall, Assistant Controller at Victory Capital. The onboarding process, however, came with a caveat. “Due to the Munder acquisition, we had an incredibly tight implementation window,” added Hall. “Thankfully, the onsite team that [Broadridge] assigned to us were easy to work with and eager to accommodate.” SOLUTION SE

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