NEW YORK, July 10, 2018 /PRNewswire/ -- Broadridge
Financial Solutions, Inc. (NYSE:BR), a global fintech leader and
new addition to the S&P 500 Index, today unveiled
Broadridge® Smart Insights™, a new cloud-based wealth
management solution that helps advisors connect more meaningfully
with clients and prospects. Leveraging predictive analytics,
Broadridge Smart Insights helps advisors sharpen their client
acquisition strategy by providing detailed profiles and insights
into clients who are an optimal "fit" for their practice. The
solution combines consumer demographic, financial and behavioral
information and Broadridge datasets with machine learning and
proprietary technology within a secure, multi-channel platform.
A recent whitepaper published by research firm ESI ThoughtLab
and Broadridge found that only 25% of wealth advisors leverage data
and analytics to understand clients and fewer than 10% use AI
within their current practices.
"Advisors we've polled simply don't have the time to keep up
with servicing clients while coping with the increasing demands of
running their practices. Broadridge Smart Insights empowers
advisors to be more productive and efficient, by placing the latest
technology and analytics at their fingertips, enabling them to grow
relationships and their businesses with the right data and insights
at the right time," said Steve
Scruton, President of Broadridge Advisor Solutions. "We are
helping our clients and their advisors become bionic, leveraging
new technology and data to scale and transform their business,
enrich their customer engagement, optimize their efficiency and
generate growth."
Using artificial intelligence and advanced analytics, Broadridge
Smart Insights supports enhanced prospect profiles and automated
content recommendations to help advisors engage clients and
prospects more effectively – maximizing the workday while growing
ROI. Advisors will be provided with timely and relevant content to
share with clients and prospects through email, social media and
other channels. The platform will score prospect and advisor
attributes to enable advisors to pursue relationships that are most
likely to be successful.
"In today's digital environment, personal insights are just as
critical to a financial advisor's practice as exceptional financial
acumen," said Salvatore Sodano, Vice
Chairman of Broadridge Advisor Solutions. "Smart Insights arms
advisors with the information they need to make timely, authentic
personal connections with clients and prospects while providing a
heightened level of customer service."
Broadridge Smart Insights is the latest release from
Broadridge's integrated wealth management solutions product suite,
which supports more than 225,000 financial advisors and numerous
wealth management firms. This is another example of how Broadridge
helps companies transform their business by enriching customer
engagement, optimizing efficiency, navigating risk and generating
growth. To learn more about Broadridge Smart Insights or to
schedule a demo, please visit Broadridge.com/smartinsights.
About Broadridge
Broadridge Financial Solutions, Inc. (NYSE:BR) a global fintech
leader with more than US$4 billion in
annual revenue, provides investor communications and
technology-driven solutions for broker-dealers, banks, asset
managers and corporate issuers globally. Broadridge's investor
communications, securities processing and managed services
solutions help clients reduce their capital investments in
operations infrastructure, allowing them to increase their focus on
core business activities. With over 50 years of experience,
Broadridge's infrastructure underpins proxy voting services for
over 50 percent of public companies and mutual funds globally, and
processes more than US$5 trillion in
fixed income and equity trades per day. Broadridge employs
approximately 10,000 full-time associates in 16 countries.
Media
Matthew Luongo
Prosek Partners
+1 646-396-0966
mluongo@prosek.com
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SOURCE Broadridge Financial Solutions, Inc.