An easier case can be made for Broadridge Financial Solutions ( NYS: BR ), which has flown under the radar since its spinoff from Automatic Data Processing in 2007. Its growing operations-outsourcing business is helping banks shed cost centers (for example, by lightening their back-office staffing and investment requirements) and instead focus their attention on revenue-generating activities. Broadridge is able to invest in its outsourcing offerings because of the consistent cash flow thrown off by its near monopoly in the proxy solicitation business. It is also able to win business because its financial strength gives banks confidence that Broadridge can withstand financial and economic turmoil. For Broadridge, those deals mean multiyear recurring revenue streams.