broadridge
(5)
The Document Wars Have Moved Beyond the PDF
Conga, Twilio, Broadridge, Newgen, Hyland and Templafy now compete on the systems around a document - data, delivery, governance and AI. The right choice begins with the job, not the feature list.
Inside Customer Communications Management's Quiet Gold Rush
Every bill, statement and policy letter you receive runs through software almost nobody talks about. OpenText, Broadridge, Doxee and Cincom are racing to own it - and the market is heading past $5 billion.
The Invisible Software Behind Every Bill You Actually Read
CleverTap, Doxim, Broadridge, Customer.io and a handful of rivals fight over the same quiet job - turning your bank statements, app pings and renewal notices into something you open. Here is how the customer communications business actually works.
Robert Clare
Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.
Sameer Shalaby
Sameer Shalaby is the Founder, President and Co-CEO of VersiFi, a New York digital-asset trading and lending firm that brings a TradFi-inspired, regulated approach to institutional crypto. A serial software entrepreneur with 25-plus years in financial technology, he has built and exited multiple companies - Paladyne Systems (acquired by Broadridge in 2011), Cogency Systems, and the publicly listed TenFold Corporation - and ran HazelTree Fund Services as President and CEO before launching VersiFi in 2022.