Broadridge Overview

Broadridge-Distributed-Marketing-Solution enhances financial advisor lead generation and ensures compliance. This financial services tool streamlines marketing efforts effectively.

Use Cases

Customers recommend Engagement Management, Direct Marketing, Onboarding, as the business use cases that they have been most satisfied with while using Broadridge.

Other use cases:

  • Social Media Analytics
  • Communication Management
  • Workflow Management
  • Content Management
  • Competitive Intelligence
  • Loyalty Management
  • Lead Engagement
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Broadridge.

Other priorities:

  • Increase Sales & Revenue
  • Improve Brand Engagement
  • Scale Best Practices
  • Grow Market Share
  • Improve Digital And Social Presence
  • Manage Risk
  • Build Brand Awareness
  • Improve Internal Communications
  • Establish Thought Leadership
  • Increase Customer Life Time Value
  • Improve Visibility
  • Improve Consistency
  • Improve ROI
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Broadridge Use-Cases and Business Priorities: Customer Satisfaction Data

Broadridge works with different mediums / channels such as Social Media. and Omnichannel.

Broadridge's features include Personalization, Live Streaming, Dashboard, etc. and Broadridge support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also Broadridge analytics capabilities include Custom Reports, and Analytics.

Broadridge, AgencyAnalytics, PushEngage, ExpertSender, Experiture Marketing Platform, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on Broadridge Use Cases

How efficiently Does Broadridge manage your Engagement Management?

What makes Broadridge ideal for Direct Marketing?

What makes Broadridge ideal for Onboarding?

What Are the key features of Broadridge for Social Media Analytics?

How can Broadridge enhance your Communication Management process?

11 buyers and buying teams have used Cuspera to assess how well Broadridge solved their Marketing Automation needs. Cuspera uses 2920 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.

Case Studies

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Frequently Asked Questions(FAQ)

for Broadridge

What is Broadridge used for?

Broadridge is a Marketing Automation Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Engagement Management, Direct Marketing and Onboarding .

What are the top features of Broadridge?

Personalization, Live streaming and Dashboard are some of the top features of Broadridge.

What are Broadridge alternatives?

AgencyAnalytics, PushEngage, ExpertSender and Experiture Marketing Platform are popular alternatives for Broadridge.

Where is Broadridge located?

Broadridge is headquartered at New York, NY.
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Peers used Broadridge for engagement management and direct marketing

Broadridge Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (4)
Custom Reports

4.19/5 ★

Read Reviews (245)
Analytics

4.04/5 ★

Read Reviews (334)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (4)
Custom Reports

4.19/5 ★

Read Reviews (245)
Analytics

4.04/5 ★

Read Reviews (334)

Software Failure Risk Guidance

?

for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Product

Broadridge - Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth

Broadridge Financial Solutions has enhanced its digital marketing suite by integrating Wix-powered website creation tools and new video marketing capabilities. These updates aim to empower wealth advisors with mobile-first, compliance-ready websites and professional video tools to attract and engage investors. The enhancements address the evolving needs of wealth management firms, focusing on personalization, compliance, and scalability to support advisors in building trust and growing their client base.

M&A

M & A deals : Lumelight , ClearFile , fonio . ai , fluently , TMA Systems , Facil - IT , Broadridge , iJoin

Broadridge Financial Solutions has acquired iJoin, a fintech company specializing in retirement plan engagement and digital onboarding. This acquisition enhances Broadridge's retirement technology offerings, providing plan providers with better engagement tools and expanding their wealth and retirement solutions. The integration is expected to increase cross-selling opportunities and add new SaaS revenue streams.

M&A

Broadridge Financial Solutions acquires iJoin - Asset Servicing Times

Broadridge Financial Solutions has acquired iJoin, a provider of retirement plan technology, enhancing its capabilities in participant onboarding, engagement, and analytics. This acquisition aims to streamline 401k plan enrollment and improve personalized education and outreach for plan participants. The transaction is not expected to significantly impact Broadridge's financial results.

Awards

Broadridge Ranked # 3 In The 2025 IDC FinTech Rankings Top 100 , Wins Capital Markets Transformation Award - Broadridge Remains In The Top Three Ranking For Third Consecutive Year

Broadridge has been ranked #3 in the 2025 IDC FinTech Rankings Top 100 for the third consecutive year and won the Capital Markets Transformation FinTech Real Results Award. This recognition highlights Broadridge's role in modernizing financial services through solutions like Wealth InFocus and NYFIX Matching, emphasizing its commitment to innovation and digital transformation in the financial sector.

Broadridge Financial Solutions, Inc. Profile

Company Name

Broadridge Financial Solutions, Inc.

Company Website

https://www.broadridge.com/

HQ Location

New York, NY

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