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Distribution Insights for Asset Managers
Maximize your distribution efforts
- Industries
- Financial Services
- Business Need
- Sales IntelligenceLead & Opportunity ManagementDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Connect managers with data from Broadridge's Distribution Insights Platform including Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target & Opportunity Hunter. Target best accounts/contacts to find flows and retain assets.
Highlights
Review account and contact sales metrics at the levels each user needs – industry, line of business, channel, territory, or product
Benchmark and track your market share against competitors by category with each of your distribution partners
Identify opportunities at the distributor and branch office levels – by investment category and channel
Analyze trends for AUM and net flows with each distribution partner
Create prospect snapshots and organize contacts into actionable categories
Optimize your customer journey management
Provider Details
Broadridge Financial Solutions, Inc.
Lake Success, NY, USA
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
Requires license for data from each corresponding Broadridge Distribution Insights Platform product asset managers wish to integrate including Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter.
Contact Fred Kosanovic (fred.kosanovic@broadridge.com) for additional details.