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 ..." Document Composition 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
"...Supports Omni-Channel Delivery Offers Full Address Correction Rapid Onboarding...." Rapid Onboarding for Retail Banking

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.

Broadridge Customer wins, Customer success stories, Case studies

How can Broadridge optimize your Engagement Management Workflow?

How can Broadridge enhance your Direct Marketing process?

Why is Broadridge the best choice for Onboarding?

What benefits does Broadridge offer for Social Media Analytics?

What Are the key features of Broadridge 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.

 

Broadridge Financial Aktie im Fokus der Proxy-Saison 2026: Zentrale ...

Broadridge Financial Solutions is central to the 2026 proxy season, serving as the official tabulator for shareholder votes for companies like LKQ Corporation and Capital One Financial. This role und...erscores Broadridge's pivotal position in corporate governance, leveraging its technology for virtual meetings. The company benefits from stable governance service revenues and is expanding into quantitative technologies and global fund distribution through Acolin.

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Broadridge Financial Aktie: Zentrale Rolle in der Proxy-Saison 2026 und ...

Broadridge Financial Solutions plays a key role in the 2026 proxy season, acting as a crucial partner for corporate governance. The company is named as the official tabulator for shareholder meetings... by firms like LKQ Corporation and Capital One Financial. This highlights Broadridge's dominance in digital voting processes and its stable demand for governance services, reinforcing its position as a fintech leader.

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Merck Selects Broadridge To Transform Treasury Operations With Real-Time Account Visibility

Broadridge Financial Solutions has been selected by Merck to enhance its treasury operations using Broadridge's Swift Service Bureau and SCORE+ services. This collaboration enables Merck to access re...al-time financial data across over 400 accounts globally, improving cash management and payment processing. The solution simplifies Swift integration, reducing costs and complexity, while supporting Merck's need for extensive account visibility and efficient API calls.

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

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.

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A large North American Fund Administrator - Financial Services - Financial Services

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.

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A leading asset manager - Financial Services - Financial Services

Broadridge Market Analytics helped a leading asset manager get better market share data. The firm moved from quarterly to monthly reporting. This let sales teams react faster to market changes. Broad...ridge gave them custom dashboards and detailed reports. The asset manager could now target new sales opportunities and optimize wholesaler territories. Leadership used the data to align compensation with performance.

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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.
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

?

for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Product

Broadridge's Unified Digital Asset Platform Could Be A Game Changer For ...

Broadridge Financial Solutions has launched a next-generation digital asset platform for Canadian wealth managers. This platform integrates cryptocurrencies, tokenized assets, and traditional investments, enhancing Broadridge's existing tokenization infrastructure. It aims to strengthen digital governance and investor portfolio management, processing over $8 trillion in tokenized assets monthly.

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Product

Broadridge Financial Solutions, inc (BR) Broadridge Launches Next ...

Broadridge Financial Solutions has launched next-generation digital asset capabilities for Canadian wealth management firms, enhancing their market infrastructure with on-chain governance for tokenized equities.

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Product

Broadridge launches digital asset platform for Canadian wealth managers

Broadridge has launched a digital asset platform for Canadian wealth managers, integrating traditional and digital assets, including cryptocurrencies and tokenized assets. The platform features integrated wallets, custody, and compliance tools, with partners like Galaxy and Anchorage for wallet and custody support. Broadridge reports tokenizing over US$8 trillion in assets monthly.

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Product

Broadridge Launches Next-Generation Digital Asset Capabilities for ...

Broadridge has introduced new digital asset capabilities designed to enhance financial technology solutions. These advancements aim to provide clients with improved tools for managing digital assets, reflecting Broadridge's commitment to innovation in the fintech sector.

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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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