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. See More Products ..." Document Composition for Retail Banking
"...Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that generates leads, increases your customer lifetime value and satisfaction, and improves your return on marketing investment. ..." Direct Marketing for Insurance
"...Supports Omni-Channel Delivery Offers Full Address Correction Rapid Onboarding...." Rapid Onboarding 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

What makes Broadridge ideal for Engagement Management?

How efficiently Does Broadridge manage your Direct Marketing?

What benefits does Broadridge offer for Onboarding?

Why is Broadridge the best choice for Social Media Analytics?

Why is Broadridge the best choice 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.

 

Bayer migrates To Broadridge Swift Service Bureau

Bayer has transitioned to using Broadridge's Swift Service Bureau, enhancing its financial transaction processing capabilities.

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Bayer AG Successfully Migrates to Broadridge Swift Service Bureau ...

Bayer AG has successfully migrated to Broadridge's Swift Service Bureau, enhancing its global payment infrastructure with secure, standardized financial messaging. This transition supports Bayer's co...mplex system integration and compliance needs, managing 4 million transactions annually across 80+ banking partners. The project, delivered in two phases, strengthens Bayer's operational resilience and regulatory readiness.

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Matsui Securities Adopts Broadridge's JASDECPS on SaaS Platform ...

Matsui Securities has adopted Broadridge's JASDEC Processing Solution (JASDECPS) on a SaaS platform to enhance its securities lending operations. This integration aims to streamline processes, boost ...efficiency, and support Matsui's growth in the securities lending market by automating trade matching and securities transfers. The partnership aligns with Matsui's strategic transformation goals and leverages Broadridge's expertise in Japan's financial sector.

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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.

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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.

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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.

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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, 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 Competitors

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)

Addepar platform

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Adwerx

4.41 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Yext Platform

4.34 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Workiva

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

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 AI and Tokenization Expansion Might Change The Case For ...

Broadridge Financial Solutions has expanded its AI and tokenization capabilities across capital markets and wealth workflows. This rollout aims to reduce operational costs by up to 30% and enhance digital-asset and traditional securities processing. The expansion strengthens Broadridge's position as a core partner for institutions seeking integrated solutions.

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Product

Broadridge Deploys Agentic AI Across Wealth, Capital Markets

Broadridge Financial Solutions has launched its agentic AI capabilities across wealth management and capital markets. The AI, tested with over 40 clients since 2024, promises up to 30% operational cost savings. It automates workflows like trade fail management and customer inquiries. Built on Broadridge's financial services data ontology, the AI platform is available as a managed service or standalone deployment.

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Product

Broadridge deploys agentic AI across capital markets operations

Broadridge has launched its agentic AI capabilities across capital markets and wealth management workflows, offering up to 30% operational cost reduction. The AI platform can be deployed as a full managed service or integrated into existing infrastructures, enhancing operational efficiency and control for financial institutions.

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Product

Broadridge Announces Integrated Infrastructure for Tokenized Securities

Broadridge Financial Solutions has expanded its tokenization capabilities, integrating infrastructure for tokenized and traditional securities on a single platform. This enhancement supports trading across various asset classes, including equities and funds, using a unified tokenization engine. Broadridge's infrastructure connects to major blockchain networks, facilitating seamless operations for institutional firms, and aims to reduce operational complexity while maintaining regulatory compliance.

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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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