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)

"...Influence customer behavior and drive engagement with customized HTML5 microsites, emails and texts...." Digital Experience Management for Consumer Finance
"...Direct marketing...." Enhance marketing and sales, empower agents and brokers, and engage members for Healthcare
"...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 Consumer Finance

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 does Broadridge facilitate Engagement Management?

What solutions does Broadridge provide for Direct Marketing?

What makes Broadridge ideal for Onboarding?

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

How does Broadridge facilitate 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.

 

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.

Read on →
 

Aviso - Financial Services - Large

Aviso Advances Technology Modernization with Broadridge's ...

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 integrating Broadridge's open API architecture with Aviso's systems. The platform will streamline operations and support Aviso's growth in the evolving financial services landscape.

Read on →
 

Raiffeisen Bank International - Banking - Very Large

Broadridge Financial Solutions, Inc. News and Press Releases

Vienna, Austria

Broadridge Financial Solutions has delivered a next-generation reconciliation platform to Raiffeisen Bank International, enhancing the bank's financial operations.

Read on →
 

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.

 

A leading asset manager - Financial Services - Large

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.

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 tokenized repo network hits $7.5 trillion in June

Broadridge's Distributed Ledger Repo (DLR) platform processed $7.5 trillion in repo transactions in June 2026, marking a 68% year-over-year increase. The platform now offers aggregated market data to Bloomberg Terminal users through a collaboration with Kaiko, enhancing visibility into institutional onchain repo activity and supporting Broadridge's broader tokenization strategy.

Executive

Broadridge Names Mark Nichols Co-President of Digital Assets

Broadridge Financial Solutions appointed Mark Nichols as Co-President of Digital Assets, highlighting its focus on modernizing financial market infrastructure and expanding digital asset capabilities. Nichols, previously with Ernst & Young, will lead strategy and product development in tokenization and digital assets, supporting Broadridge's efforts in on-chain finance and tokenized securities.

Executive

Broadridge Names Mark Nichols Co-President of Digital Assets

Broadridge Financial Solutions has appointed Mark Nichols as Co-President of Digital Assets. Nichols will lead strategy and product development in tokenization and digital assets, enhancing Broadridge's capabilities in these areas. His previous experience includes leading digital asset consulting at Ernst & Young and product leadership at Deutsche Bank.

Executive

Broadridge Names Mark Nichols Co President of Digital Assets

Broadridge has appointed Mark Nichols as Co-President of Digital Assets, highlighting its focus on modernizing financial market infrastructure and expanding digital asset capabilities. Nichols, previously with Ernst & Young, will lead strategy and product development in tokenization and digital assets, working alongside Co-President German Soto Sanchez.

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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