Core Insights - Broadridge Financial Solutions has announced a strategic partnership with Xceptor to create a unified digital platform that automates the global tax relief and tax reclaim lifecycle, enhancing compliance and minimizing risk across global markets [1][2][3] Group 1: Partnership and Solution Overview - The partnership aims to deliver a comprehensive asset servicing solution that addresses the increasing complexity of tax operations faced by financial institutions due to regulatory requirements and rising transaction volumes [2] - The integrated solution combines Broadridge's asset servicing infrastructure with Xceptor's intelligent tax automation, allowing clients to transition from manual processes to automated workflows, improving accuracy and compliance [2][3] - The new offering will facilitate automated data flows, centralized documentation, and regulatory updates, enabling clients to identify tax relief opportunities and manage documentation efficiently [2][3] Group 2: Industry Impact and Goals - This collaboration supports Broadridge's objective of providing the most comprehensive end-to-end asset servicing platform, addressing the industry's need for a scalable and compliant tax automation framework [3] - The solution is designed to enhance operational efficiency, improve client outcomes, and future-proof operations against evolving market and regulatory changes [3] Group 3: Company Backgrounds - Broadridge Financial Solutions is a global technology leader that processes over 7 billion communications annually and supports daily trading of over $15 trillion in securities [5] - Xceptor specializes in data automation for financial institutions, serving over 125 clients and 11,500 users across 60 countries, focusing on minimizing risk and streamlining processes with AI [6][7]

Core Insights - Vertex Inc. has been selected to participate in Oracle's enhanced partner program at the highest level for Independent Software Vendors (ISVs), reinforcing its expertise in delivering global tax automation solutions [1][2][4] - The collaboration with Oracle allows Vertex to better meet the evolving needs of businesses through innovation, automation, and shared expertise, integrating tax automation within existing ERP workflows [2][3] - Vertex is committed to supporting the modernization of ERP systems and offers certified integrations and specialized tax expertise [3][5] Company Overview - Vertex, Inc. is a leading global provider of indirect tax solutions, focusing on delivering trusted tax technology for global businesses to transact, comply, and grow confidently [5] - The company provides tailored solutions for major lines of indirect tax, including sales and consumer use, value-added tax, and payroll, with a presence in North America, South America, and Europe [5] Oracle's Partner Program - Oracle's enhanced partner program offers partners choice and flexibility, with various pathways and foundational benefits, including training, go-to-market collaboration, and technical support [7]