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Securities Based Lending for Advisors

Grow your SBL book with the Securities Based Lending for Advisors

Overview

Securities Based Lending (SBL) for Advisors enables financial advisors to identify SBL prospects, determine their borrowing power, initiate origination and monitor SBL loan levels.

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  • Accelerate SBL prospecting with AI-based hyper-targeting capabilities

  • Monitor SBL loan levels to manage risk more effectively

  • Initiate origination process directly from Salesforce

Broadridge's patented machine-learning technology helps advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition.

Categories

Business Needs
Sales
Sales Intelligence
Agent Productivity
Industries
Financial Services
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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