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.

Peer review evidence (same sources as the product rating summary)

"...Solutions designed for the engagement lifecycle. See more solutions ..." Data Management and Archival for Healthcare
"...Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that generates leads, increases customer satisfaction and account values and improves your return on marketing investment. ..." Direct Marketing for Consumer Finance
"...Streamline information management – from onboarding to omni-channel customer Ashburn US VA 20149 Broadridge uses cookies to give you the best experience of the website...." Transform data into customer and communications insights for Retail Banking

Broadridge, AgencyAnalytics, Experiture Marketing Platform, omnisend, VBOUT, 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.

Broadridge Customer wins, Customer success stories, Case studies

Why is Broadridge the best choice for Engagement Management?

What benefits does Broadridge offer for Direct Marketing?

Why is Broadridge the best choice for Onboarding?

What makes Broadridge ideal for Social Media Analytics?

What solutions does Broadridge provide for Communication Management?

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.

 

Centralised Raiffeisen International Services & Payments S.R.L. (CRISP) - Financial Services - Large

Broadridge Delivers Next-Generation Reconciliation Platform to ...

Bucharest, Romania

Centralised Raiffeisen International Services & Payments S.R.L. (CRISP) has upgraded to Broadridge's BRx Match reconciliation platform to manage increased transaction volumes and ensure ISO 20022 com...pliance. This deployment enhances CRISP's efficiency and transparency across multiple markets, supporting its growth and regulatory needs.

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Raiffeisen Bank International - Banking - Very Large

Broadridge lands CRISP upgrade to BRx Match

Vienna, Austria

Broadridge announced that Raiffeisen Bank International's shared service center, CRISP, has upgraded to Broadridge's BRx Match reconciliation platform. This long-term deployment supports a projected ...fourfold increase in transaction volumes across 14 markets in Europe and Asia, enhancing automation and exception management while integrating with ISO 20022 standards.

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Aviso - Wealth Management - Medium

Aviso deploys Broadridge Wealth Platform

Toronto, Canada

Aviso, a Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims to enhance advisor productivity and client ex...periences by leveraging Broadridge's open API architecture and Advisor Workstation components. The platform will streamline operations, reduce costs, and provide real-time data access, supporting Aviso's growth and adaptation to industry changes.

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A global asset management firm - Financial Services - Very Large

USA

Broadridge’s NYFIX Matching helped a global asset management firm transform its post-trade processing. The firm faced rising equity trading volumes, manual workflows, and high costs. NYFIX Matching d...elivered faster processing, technology upgrades, and multi-asset support. After-hours operations dropped from two hours to just 20 minutes. The firm now scales equity trading more efficiently and plans further optimization.

 

Tier 1 U.S. Wealth Management firm - Financial Services - Very Large

USA

Broadridge Business Process Outsourcing helped a top U.S. wealth management firm transform its operations. The firm, with over 15,000 advisors and $1T+ in assets, faced challenges scaling support and... managing complex workflows. Broadridge streamlined processes, automated legacy tasks, and improved communication between teams. The results included a 150% increase in processing capacity, 1.5x more voluntary elections managed, and a 30% rise in advisor and client satisfaction. The solution delivered error-free operations and higher productivity.

A large North American Fund Administrator - Financial Services - Large

Broadridge Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a flexible pricing solution for asset valuation and data managemen...t. Broadridge delivered a customizable platform with analytics, reporting, and automation. The solution enabled fast integration, pricing transparency, and reduced internal workload. Fund managers now access multiple pricing sources and improved exception management.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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, Experiture Marketing Platform, Omnisend and VBOUT are popular alternatives for Broadridge.

Where is Broadridge located?

Broadridge is headquartered at New York, NY.
lightning

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

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for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Product

Broadridge Partners With Payward to Enable Voting Rights for Tokenized ...

Broadridge partners with Payward to integrate proxy voting capabilities for tokenized equities on the xStocks platform. This collaboration merges blockchain-based ownership with traditional governance, allowing qualified participants to exercise voting rights. The integration enhances corporate governance for digital assets, bridging the gap between digital securities and conventional equity ownership.

Product

Broadridge and Payward Services Collaborate to Give xStocks Holders a ...

Broadridge Financial Solutions has integrated its unified governance platform with Payward Services' xStocks, enabling xStocks holders to participate in shareholder communications and proxy voting. This integration bridges the gap between tokenized equities and traditional stock ownership, enhancing digital asset governance and extending Broadridge's leadership in the field.

Product

Broadridge's tokenized repo platform now moves $9 trillion monthly ...

Broadridge's Distributed Ledger Repo (DLR) platform processes nearly $9 trillion in tokenized repurchase agreements monthly, marking a 490% year-over-year growth. The platform, which runs on the Canton Network, integrates with JPM Coin for institutional settlements, automating the repo lifecycle through smart contracts.

Product

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Broadridge and Alpaca have integrated Broadridge's governance infrastructure into Alpaca's Instant Tokenization Network. This partnership enhances shareholder governance for tokenized securities, offering proxy voting, investor communications, and regulatory disclosures. The solution supports both traditional and tokenized equities, ensuring transparency and compliance with U.S. regulatory standards.

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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