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Distribution Insights for Asset Managers

By Broadridge Financial Solutions, Inc.

Maximize your distribution efforts

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial 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.

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