Broadridge: Use-Cases, Insights and Reviews | 2025 Cuspera

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Financial Technology Solution

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, 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?

Broadridge Distributed Marketing Solution Engagement Management provides a centralized platform for managing communications across multiple channels. The solution personalizes content to influence customer behavior and engagement. Analytics integrated into the platform deliver insights on audience demographics, engagement, and user behavior.

"...Leverage data and gain insights based on customer engagement with content and channels. ..." Transform data into customer and communications insights for Utilities

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Why is Broadridge the best choice for Direct Marketing?

How can Broadridge optimize your Onboarding Workflow?

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.

Merck Selects Broadridge to Transform Treasury Operations with Real ...

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.

Wedbush Securities Selects Broadridge for Tech Platform Modernization ...

Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its operations. This partnership will integrate Broadridge's comprehensive trading and post-trade s...olutions, including workflow automation and AI-driven insights, to enhance Wedbush's clearing and wealth management operations. The collaboration aims to drive digital innovation and improve client experiences.

One of the nation’s largest health plans - Health, Wellness And Fitness

Broadridge StatementPacks helped one of the nation’s largest health plans save about $700,000 a year. The company serves over 10 million members and sends 80+ million statements annually. By combinin...g multiple mailings into one secure package, they reduced mail pieces by more than 400,000 a month. StatementPacks improved privacy, convenience, and met regulatory needs. The solution also cut operational and postage costs for the health plan.

European long/short fund - Financial Services

Broadridge Portfolio Master helped a European long/short fund cut workflow inefficiencies. The fund needed real-time P&L and risk views for two sub-books managed by different portfolio managers. Broa...dridge delivered a single, flexible order and portfolio management system with minimal IT needs. The fund saw lower operating costs, fast deployment, and strong customer support. Hosted services reduced hardware and staff costs while supporting electronic trading and compliance.

A large North American Fund Administrator - Financial Services

Broadridge Managed Data Services helped a large North American Fund Administrator meet FAS 157 regulatory demands. The client needed a flexible asset valuation pricing solution for fund managers. Bro...adridge delivered a customizable platform with data cleansing, automation, and analytics. The solution enabled multiple pricing sources, improved reporting, and reduced internal workload. The client now offers enhanced pricing transparency and compliance for investment managers.

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, Experiture Marketing Platform, Omnisend and VBOUT are popular alternatives for Broadridge.

Where is Broadridge located?

Broadridge is headquartered at New York, NY.

Peers used Broadridge for engagement management and direct marketing

Broadridge Competitors

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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)

Broadridge Integrations

Broadridge integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.33/5 ★

Read Reviews (77)

Data Import

4.12/5 ★

Read Reviews (212)

Software Failure Risk Guidance

for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Product 17/11/2025

Broadridge (NYSE: BR) backs Societe Generales first U.S. digital bond issuance - Stock Titan

Broadridge enabled Societe Generale's first U.S. digital bond issuance using its new tokenization capability on the Canton Network. This innovation allows firms to issue, trade, and manage securities digitally, enhancing privacy and ownership. Societe Generale-FORGE acted as registrar, and IntellectEU's Catalyst Blockchain Manager operated the nodes.

Executive 12/11/2025

Broadridge (NYSE: BR) appoints Richard Street to lead international sales based in London - Stock Titan

Broadridge appointed Richard Street as Head of International Sales, based in London. He will report to Mike Sleightholme, President of Broadridge International, and focus on executing international sales and revenue growth plans. Street brings extensive experience in global sales and relationship management from previous roles at RBC and Citi.

Awards 22/10/2025

Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication - Yahoo Finance

Partnership 30/09/2025

Broadridge - Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing

Broadridge Financial Solutions has formed a strategic partnership with WealthFeed, integrating Broadridge's AdvisorStream marketing platform with WealthFeed's AI-driven prospecting capabilities. This collaboration aims to enhance lead generation and investor engagement for financial advisors by leveraging real-time data and automated nurturing. Broadridge's investment will support WealthFeed's growth and product development, strengthening Broadridge's partner ecosystem in the wealth management 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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