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How I Helped C-Suite Clients Navigate Virtual Events with Confidence and Ease

Technical Operations -  Corporate Digital Events

Broadridge Financial Solutions, Inc. is a global FinTech leader providing investor communications, securities processing, and data and analytics solutions for banks, broker-dealers, mutual funds, and corporate issuers. Headquartered in New York, Broadridge is a member of the S&P 500® Index and serves clients across more than 100 countries.

OVERVIEW

As a Client Services Representative at Broadridge Financial Solutions, I played a pivotal role in delivering seamless, secure, and high-impact Virtual Shareholder Meetings (VSMs) for Fortune 500 clients and publicly traded companies. My work involved end-to-end client support, platform troubleshooting, stakeholder engagement, and real-time event monitoring—directly supporting C-suite executives during highly regulated, high-visibility events.

THE TASK

With the shift toward virtual shareholder meetings driven by regulatory changes and post-COVID preferences, Broadridge faced rising demand for VSMs—many involving first-time users of the platform. Clients required clear guidance, fast turnaround, and flawless execution, all within tight compliance constraints.

APPROACH

Client Enablement & Planning

  • Onboarded clients by walking them through Broadridge’s VSM and Shareholder Meeting Registration platforms.

  • Created personalized run-of-show timelines tailored to client goals and proxy requirements.

  • Scheduled and led preparatory calls with internal stakeholders and clients, including legal and investor relations teams.

 

Live Event Execution

  • Monitored 50+ live events, ensuring successful voting, Q&A, and streaming functionality.

  • Served as the primary point of contact during meetings, resolving technical issues in real-time with minimal disruption.Cross-

 

​Functional Coordination

  • Liaised with Product, Sales, Compliance, and Engineering to resolve platform bugs, incorporate custom enhancements, and manage event timelines.

  • Participated in UAT testing for platform updates, proactively flagging issues.

 

Client Relationship Building

  • Supported C-suite clients at public companies, offering a calm and consultative presence during high-stakes events.

  • Maintained 95%+ satisfaction in post-meeting feedback due to transparency, responsiveness, and professionalism.

RESULTS

  • Successfully managed 100+ virtual shareholder meetings with zero critical failures.

  • Contributed to a 40% YoY increase in virtual meeting adoption by ensuring strong client onboarding and platform confidence.

  • Reduced average pre-event troubleshooting time by 30% through the creation of standardized checklists and process documentation.

  • Drove internal process improvements by surfacing key client pain points that led to UI enhancements in the registration platform.

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