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)

"...Reach, engage, transform and control your communications from one integrated, omni-channel platform with the Broadridge Communications Cloud SM for retail banking. ..." Print Delivery and Postal Optimization for Retail Banking
"...Pair proven data techniques with innovative technology to create personalized, omni-channel direct marketing that generates leads, increases customer satisfaction and account value, and improves your return on marketing investment. ..." Direct Marketing for Retail Banking
"...Supports Omni-Channel Delivery Offers Full Address Correction Innovative onboarding solutions...." Rapid Onboarding for Telecom

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 efficiently Does Broadridge manage your Engagement Management?

Why is Broadridge the best choice for Direct Marketing?

How does Broadridge address your Onboarding Challenges?

What benefits does Broadridge offer 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.

 

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 - Large

Broadridge’s NYFIX Matching helped a global asset management firm improve post-trade processing. The firm needed a new system to manage complex investments and meet rising regulatory demands. NYFIX M...atching simplified portfolio management and supported risk management. The solution also improved process control and scalability for the firm.

 

A multi-national bank headquartered in Paris - Banking - Large

Paris, France

Broadridge helped a Paris-based multinational bank migrate from a legacy reconciliation system to a unified, real-time platform. The bank needed to reduce risk and improve efficiency as its old syste...m no longer met quality standards. Broadridge deployed a centralized solution on-site, enabling fast-track exception handling and dynamic analytics. The bank went live within 60 days, achieving better business control, lower costs, and improved service levels. The new system supports future growth and regulatory needs.

 

A leading U.S. investment services firm - Financial Services - Very Large

USA

Broadridge’s Rapid Onboarding helped a leading U.S. investment services firm onboard direct mail letters 75% faster. The firm manages over $3 trillion in client assets and serves 1.5 million retireme...nt plan participants. Rapid Onboarding used AI and high-performance computing to cut costs, speed up mail delivery, and reduce technical resource needs. The solution enabled vendor consolidation and improved client experience. The firm exceeded its cost-saving expectations and plans to expand use of the solution.

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, 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

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for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Executive

Broadridge appoints Anton as General Manager and Head of GTO

Broadridge Financial Solutions has appointed Richard Anton as general manager and head of Global Technology and Operations (GTO) in Canada. Anton will lead efforts to enhance client engagement and drive growth in Broadridge's wealth, capital markets, and asset management sectors. He succeeds Chad Alderson, who will take on a new role within Broadridge's Global Sales and Marketing organization.

Product

Broadridge brings digital assets to US wealth management platforms

Broadridge has expanded its digital assets platform to U.S. wealth management firms, integrating cryptocurrencies and tokenized securities into existing systems. The platform, supported by Anchorage Digital and Galaxy Digital, aims to simplify the inclusion of digital assets in investment portfolios, addressing operational complexities and enhancing compliance and governance for broker-dealers and RIAs.

Product

Broadridge Launches DLX, an Always-On Digital Asset Infrastructure Platform for Tokenized Markets - PR Newswire

Broadridge launched DLX, a comprehensive digital asset infrastructure platform for tokenized markets. DLX integrates multi-chain capabilities, smart contract services, and institutional-grade workflows to support the full lifecycle of tokenized assets. It connects traditional and on-chain markets, enabling financial institutions to manage tokenized securities efficiently.

Product

Broadridge Brings G7 Securities to Institutional Tokenized Repo - TradingView

Broadridge expands its Distributed Ledger Repo (DLR) solution to include G7 securities, enhancing cross-border repo transactions and collateral mobility. This integration supports tokenized securities and cash movement, reducing settlement risk and operational friction. DLR processed $351 billion in daily repo transactions in August 2026, offering improved liquidity and capital efficiency.

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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