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)

"...Engage members with promotions for living a healthy lifestyle, maximizing benefits and reducing shared expense, and information for managing chronic health conditions. ..." Make an impact with your correspondence, statements, bills and wellness programs for Healthcare
"...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?

How does Broadridge facilitate Direct Marketing?

Why is Broadridge the best choice for Onboarding?

How does Broadridge address your Social Media Analytics Challenges?

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.

 

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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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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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

Product

Broadridge Tokenized Repo Hits $8T in July, Up 28% YoY

Broadridge's Distributed Ledger Repo platform processed $8 trillion in transactions in July, marking a 28% increase year-over-year. This highlights growing institutional adoption of tokenized collateral, emphasizing the platform's role in enhancing liquidity and collateral management. The platform's success indicates a shift from blockchain experiments to production-scale financial infrastructure.

Product

Broadridge's Distributed Ledger Repo Processes $8.0 Trillion in July

Broadridge's Distributed Ledger Repo (DLR) processed $8 trillion in repo transactions in July, with a daily average of $365 billion, marking a 28% year-over-year increase. The platform facilitates real-time financing and tokenized collateral movement, enhancing liquidity management and operational efficiency for financial institutions. DLR is integral to Broadridge's strategy to modernize market operations with distributed ledger technology.

Product

Broadridge Partners With Payward to Enable Voting Rights for Tokenized ...

Broadridge partners with Payward to integrate proxy voting capabilities for tokenized equities on the xStocks platform. This collaboration merges blockchain-based ownership with traditional governance, allowing qualified participants to exercise voting rights. The integration enhances corporate governance for digital assets, bridging the gap between digital securities and conventional equity ownership.

Product

Broadridge and Payward Services Collaborate to Give xStocks Holders a ...

Broadridge and Payward Services have integrated their platforms to enable xStocks holders to participate in corporate governance through Broadridge's unified governance platform. This integration allows secure Web3 authentication, digital delivery of proxy materials, and proxy voting for tokenized securities, bridging the gap between tokenized and traditional equities.

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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