Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth
Broadridge Financial Solutions (NYSE:BR) announced significant enhancements to its digital marketing suite for wealth management firms and financial advisors. The company is launching improved website creation tools powered by Wix and new video marketing capabilities to help advisors build their client base.
The updates address critical market needs, as a Broadridge study revealed that 62% of advisors find their websites ineffective at generating leads, and only 40% use personalization in their content strategy. The new solution includes mobile-first website creation, built-in compliance workflows, and performance analytics tools.
The platform's video marketing capabilities will enable advisors to create professional content with features like pre-written scripts, an in-platform recording suite, and compliance approval workflows. These improvements aim to help advisors adapt to evolving investor behavior and capture opportunities during the great wealth transfer.
Broadridge Financial Solutions (NYSE:BR) ha annunciato importanti miglioramenti alla sua suite di marketing digitale rivolta a societ脿 di gestione patrimoniale e consulenti finanziari. L'azienda introduce strumenti migliorati per la creazione di siti web basati su Wix e nuove funzionalit脿 di video marketing per supportare i consulenti nell'ampliamento della propria clientela.
Le novit脿 rispondono a esigenze critiche del mercato: uno studio Broadridge ha rilevato che il 62% dei consulenti considera i propri siti inefficaci nel generare lead e solo il 40% utilizza la personalizzazione nei contenuti. La soluzione offre creazione di siti mobile-first, workflow di conformit脿 integrati e strumenti di analisi delle prestazioni.
Le capacit脿 di video marketing della piattaforma permetteranno ai consulenti di produrre contenuti professionali grazie a script pre-scritti, a una suite di registrazione integrata e a workflow di approvazione per la conformit脿. Questi miglioramenti mirano a far s矛 che i consulenti si adattino al cambiamento del comportamento degli investitori e sfruttino le opportunit脿 trasferite durante il grande passaggio di ricchezza.
Broadridge Financial Solutions (NYSE:BR) anunci贸 mejoras significativas en su suite de marketing digital para firmas de gesti贸n patrimonial y asesores financieros. La compa帽铆a lanza herramientas mejoradas de creaci贸n de sitios web impulsadas por Wix y nuevas capacidades de video marketing para ayudar a los asesores a ampliar su base de clientes.
Las actualizaciones atienden necesidades claves del mercado: un estudio de Broadridge mostr贸 que el 62% de los asesores considera sus sitios web ineficaces para generar leads, y solo el 40% usa personalizaci贸n en su estrategia de contenidos. La nueva soluci贸n incluye creaci贸n de sitios mobile-first, flujos de trabajo de cumplimiento integrados y herramientas de an谩lisis de rendimiento.
Las capacidades de video marketing de la plataforma permitir谩n a los asesores crear contenido profesional con funciones como guiones preescritos, un estudio de grabaci贸n dentro de la plataforma y flujos de aprobaci贸n de cumplimiento. Estas mejoras buscan ayudar a los asesores a adaptarse al cambio en el comportamiento de los inversores y aprovechar las oportunidades del gran traspaso de riqueza.
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Broadridge Financial Solutions (NYSE:BR) a annonc茅 des am茅liorations significatives de sa suite de marketing digital pour les soci茅t茅s de gestion de patrimoine et les conseillers financiers. L'entreprise lance des outils am茅lior茅s de cr茅ation de sites web propuls茅s par Wix ainsi que de nouvelles capacit茅s de vid茅o marketing pour aider les conseillers 脿 d茅velopper leur portefeuille client.
Ces mises 脿 jour r茅pondent 脿 des besoins cruciaux du march茅 : une 茅tude Broadridge a r茅v茅l茅 que 62 % des conseillers jugent leurs sites inefficaces pour g茅n茅rer des prospects et seulement 40 % utilisent la personnalisation dans leur strat茅gie de contenu. La nouvelle solution inclut la cr茅ation de sites mobile-first, des workflows de conformit茅 int茅gr茅s et des outils d'analyse de performance.
Les fonctionnalit茅s de vid茅o marketing de la plateforme permettront aux conseillers de produire du contenu professionnel gr芒ce 脿 des scripts pr茅-茅crits, une suite d'enregistrement int茅gr茅e et des workflows d'approbation conformit茅. Ces am茅liorations visent 脿 aider les conseillers 脿 s'adapter 脿 l'茅volution du comportement des investisseurs et 脿 saisir les opportunit茅s du grand transfert de richesse.
Broadridge Financial Solutions (NYSE:BR) hat bedeutende Verbesserungen seiner digitalen Marketing-Suite f眉r Verm枚gensverwaltungsunternehmen und Finanzberater angek眉ndigt. Das Unternehmen f眉hrt verbesserte Website-Erstellungswerkzeuge auf Wix-Basis sowie neue Video-Marketing-Funktionen ein, um Beratern beim Ausbau ihrer Kundenbasis zu helfen.
Die Updates reagieren auf dringende Marktbed眉rfnisse: Eine Broadridge-Studie ergab, dass 62 % der Berater ihre Websites als ungeeignet zur Lead-Generierung ansehen und nur 40 % Personalisierung in ihrer Content-Strategie verwenden. Die neue L枚sung umfasst mobile-first Website-Erstellung, integrierte Compliance-Workflows und Performance-Analyse-Tools.
Die Video-Marketing-Funktionen der Plattform erm枚glichen es Beratern, professionelle Inhalte zu erstellen 鈥� mit vorformulierten Skripten, einer integrierten Aufnahme-Suite und Compliance-Freigabeprozessen. Diese Verbesserungen sollen Beratern helfen, sich an ver盲ndertes Anlegerverhalten anzupassen und Chancen w盲hrend der gro脽en Verm枚gens眉bertragung zu nutzen.
- Integration with Wix (NASDAQ:WIX) platform enhances website creation capabilities
- Built-in compliance automation streamlines content approval process
- New video marketing tools enable scalable content creation
- Platform includes analytics and performance tracking features
- Current advisor websites showing poor lead generation performance (62% ineffective)
- Low adoption of personalization among advisors (only 40% currently using)
Wix-powered, mobile-first websites with built-in compliance review processes and performance insights - in addition to modern video tools - to provide scalable solutions to accelerate advisor growth
Investor behavior is evolving, with rising demand for personalized advice, mobile-friendly platforms, AI-driven insights, and video content. At the same time, trillions of dollars are shifting to younger, more digitally native investors during the great wealth transfer, making a strong digital presence critical to standing out and reaching the next generation of investors. By combining Broadridge's proven wealth tech solutions with website technology from听 (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, advisors will be equipped with the modern tools they need to serve the evolving needs of investors.
"These latest enhancements will address the marketing and technology challenges advisors and wealth firms are facing and position advisors to be future-ready so they can focus on client relationships while delivering impactful, compliant marketing," said Kristy Smith, General Manager of Broadridge Advisor Solutions. "An advisor's digital front door should act as a two-way exchange of insight, guiding clients with timely information while giving advisors data to better understand and anticipate client needs. By pairing innovation with compliance workflows, advisors have the tools to build trust and grow with confidence."
A recent found that
Next-Generation Advisor Websites
Broadridge's updated Wix-powered website marketing solution will modernize website creation, addressing the unique needs of wealth management firms and their advisors by integrating Broadridge's compliance and analytics framework. This solution will make it easier for advisors to create and manage growth-focused, mobile-first websites without technical expertise. Advisors can leverage built-in compliance workflows, and performance insights to meet the expectations of modern investors.
Advisors and wealth firms will benefit from:
- Impactful website designs engineered to build trust and spark action from investors
- Tools that allow advisors to create visually compelling websites without coding or marketing expertise
- Compliance automation integrated into every step of the publishing process
- Personalization and branding features to showcase each advisor's unique value proposition
- Enterprise scalability for firms overseeing large advisor networks
- Built-in SEO and accessibility features to help attract and convert prospects
Modern Video Marketing Solution
Broadridge is introducing new video marketing capabilities that make it simple for advisors to create professional, and engaging videos at scale. These tools enable fast, cost-effective production of high-quality, personalized content that drives engagement and conversions. The platform will streamline the entire video creation process, from scripting and recording to branding, compliance review, and multi-channel distribution.
Key features include:
- A growing library of pre-written, customizable scripts on timely investor topics
- An in-platform recording suite with teleprompter, retake/edit options, and real-time coaching to ensure optimal video quality
- Unified compliance approval workflows for faster, simpler reviews
- Robust analytics to measure engagement and campaign effectiveness across an advisor's or firm's network
Broadridge continues to invest in innovation to help advisors stay ahead of evolving client expectations. Broadridge aligns with wealth firms and financial advisors to transform business processes, drive growth, and deliver personalized, marketing solutions that meet the evolving needs of the industry. Broadridge's capabilities provide a fully connected, omni-channel marketing environment, from websites to video to social and email campaigns.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients 鈥� driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over
For more information about us, please visit
Media Contact:
Caroline Wolf
Prosek Partners
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