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, 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.

Comprehensive Insights on Broadridge Use Cases

What benefits does Broadridge offer for Engagement Management?

What solutions does Broadridge provide for Direct Marketing?

What Are the key features of Broadridge for Onboarding?

How does Broadridge facilitate Social Media Analytics?

How can Broadridge optimize your Communication Management Workflow?

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.

Case Studies

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

Case Study 5 Stories

Broadridge Financial Services Business Process Outsourcing Tackles Clients’ Toughest Challenges.

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

Partnership

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.

Customer

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 real-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.

Product

Broadridge Delivers ISO 20022 Cash Messaging Ahead of Swift 2025 Deadline

Broadridge has successfully implemented ISO 20022 cash processing capabilities for its post-trade clients, ahead of the November 2025 Swift deadline. This proactive move ensures seamless client transitions, minimizing disruption and costs. The new standard enhances data capture and transparency, offering operational efficiencies and positioning clients for future growth.

Executive

Broadridge Names Head of International Market Advocacy

Broadridge has appointed Michael McPolin as head of international market advocacy. McPolin will lead market advocacy efforts across EMEA and APAC, focusing on regulatory and market structure developments. He reports to Stephanie Clarke, head of international strategy and corporate development. McPolin brings nearly 30 years of experience from J.P. Morgan and HSBC.

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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