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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

How does Broadridge address your Engagement Management Challenges?

How does Broadridge address your Direct Marketing Challenges?

How can Broadridge enhance your Onboarding process?

What Are the key features of Broadridge for Social Media Analytics?

What makes Broadridge ideal 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.

 

Broadridge Financial Aktie im Fokus der Proxy-Saison 2026: Zentrale ...

Broadridge Financial Solutions is central to the 2026 proxy season, serving as the official tabulator for shareholder votes for companies like LKQ Corporation and Capital One Financial. This role und...erscores Broadridge's pivotal position in corporate governance, leveraging its technology for virtual meetings. The company benefits from stable governance service revenues and is expanding into quantitative technologies and global fund distribution through Acolin.

Read on →
 

Broadridge Financial Aktie: Zentrale Rolle in der Proxy-Saison 2026 und ...

Broadridge Financial Solutions plays a key role in the 2026 proxy season, acting as a crucial partner for corporate governance. The company is named as the official tabulator for shareholder meetings... by firms like LKQ Corporation and Capital One Financial. This highlights Broadridge's dominance in digital voting processes and its stable demand for governance services, reinforcing its position as a fintech leader.

Read on →
 

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.

Read on →

A large North American Fund Administrator - Financial Services - 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.

Read on →

European long/short fund - Financial Services - 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.

Read on →

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

Read on →

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 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

Product

Broadridge's Unified Digital Asset Platform Could Be A Game Changer For ...

Broadridge Financial Solutions has launched a next-generation digital asset platform for Canadian wealth managers. This platform integrates cryptocurrencies, tokenized assets, and traditional investments, enhancing Broadridge's existing tokenization infrastructure. It aims to strengthen digital governance and investor portfolio management, processing over $8 trillion in tokenized assets monthly.

Read more →
Product

Broadridge Financial Solutions, inc (BR) Broadridge Launches Next ...

Broadridge Financial Solutions has launched next-generation digital asset capabilities for Canadian wealth management firms, enhancing their market infrastructure with on-chain governance for tokenized equities.

Read more →
Product

Broadridge launches digital asset platform for Canadian wealth managers

Broadridge has launched a digital asset platform for Canadian wealth managers, integrating traditional and digital assets, including cryptocurrencies and tokenized assets. The platform features integrated wallets, custody, and compliance tools, with partners like Galaxy and Anchorage for wallet and custody support. Broadridge reports tokenizing over US$8 trillion in assets monthly.

Read more →
Product

Broadridge Launches Next-Generation Digital Asset Capabilities for ...

Broadridge has introduced new digital asset capabilities designed to enhance financial technology solutions. These advancements aim to provide clients with improved tools for managing digital assets, reflecting Broadridge's commitment to innovation in the fintech sector.

Read more →

Broadridge Financial Solutions, Inc. Profile

Company Name

Broadridge Financial Solutions, Inc.

Company Website

https://www.broadridge.com/

HQ Location

New York, NY

Social

Facebook Linkedin Twitter