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Distribution Insights for Asset Managers

Maximize your distribution efforts

Overview

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.

1 of 1

  • 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

Increase sales conversion rates and grow revenue with an integrated view of the data and analytical outputs from Broadridge’s distribution solutions: Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter. Based on the output from Broadridge’s powerful Distribution Insights Platform, this CRM integration solution is easy to configure and enables Salesforce administrators to provide field sales personnel with contact management, sales automation, and opportunity identification. • Distribution Teams have access to the best tools for analyzing market share and sales trends. • Individuals can customize their view to evaluate sales performance by channel, territory, and line of business. • Product and Marketing Teams have consolidated data at their fingertips, making it easier to identify and develop opportunities to introduce new products and campaigns.

Categories

Business Needs
Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports
Industries
Financial Services
Personas
Business User
Executive
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile

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