Driven by investor research and innovative
design, Wealth InFocus is transforming digital and print
client communications and increasing investor engagement
with a simpler, intuitive and actionable experience
NEW
YORK, Sept. 8, 2022 /PRNewswire/ -- To better
engage investors, empower advisors and accelerate digital
transformation in the wealth management industry, global Fintech
leader Broadridge Financial Solutions, Inc. (NYSE:BR) launched
Wealth InFocus, a next-gen wealth communications experience
designed on a foundation of investor research, with Cetera
Financial Group (Cetera) as the first client. This new
approach toward wealth communications provides a better digital
experience according to 78% of Cetera's surveyed pilot clients, and
88% of respondents would like to receive a Wealth InFocus digital
communication on an ongoing basis.
"Wealth InFocus is a cutting-edge communications experience that
is already improving client engagement, enhancing investor
connections with advisors and driving digital transformation, which
makes Cetera even more unique in a crowded, legacy landscape," said
Tom Gooley COO of Cetera. "We are excited to be the first firm to
go live with this innovative communications experience and are
empowering our clients and their financial well-being with the
information that is most important to them while delivering
solutions to our advisors that reinforce the value they bring to
their clients. This underscores Cetera's deep commitment to
providing our financial professionals with simple and impactful
solutions, so they have more time to grow their practices, enjoy
their families and serve their clients."
The Next-Gen Wealth
Experience
Wealth InFocus is designed to take an investor-centric approach
by consolidating, aggregating and presenting the most important
information across various account and regulatory communications,
including statements, confirms, proxies and prospectuses. Replacing
traditional static communications, Wealth InFocus creates a new
holistic experience, making it easier for investors to consume and
better understand account details while providing advisors with new
opportunities to reinforce their value and communicate directly
with their clients. Investors can quickly and securely contact an
advisor, view key account information, gain insights, and review
action items and events across channels, including email, text,
microsites and print, according to their preferences.
"Broadridge continues to pioneer a suite of digital
capabilities, such as Wealth InFocus, to make investor
communications more intuitive, convenient and understandable while
strengthening relationships among investors, advisors and wealth
management firms across digital and physical channels," said
Doug DeSchutter, President of
Broadridge Customer Communications. "Given Broadridge's investment
and expertise in wealth management, customer and regulatory
communications, and digital transformation, we are uniquely
positioned to provide Cetera and the wealth management industry
with the data and technology to transform communication experiences
for investors while significantly reducing costs and increasing
efficiencies for firms."
Built upon the Cloud and an API-driven infrastructure, Wealth
InFocus is proving to deepen omni-channel engagement and
connections for investors, advisors and wealth management
firms.
About Broadridge
Broadridge Financial Solutions (NYSE:
BR), a global Fintech leader with $5
billion in revenues, provides the critical infrastructure
that powers investing, corporate governance, and communications to
enable better financial lives. We deliver technology-driven
solutions that drive business transformation for banks,
broker-dealers, asset and wealth managers and public companies.
Broadridge's infrastructure serves as a global communications hub
enabling corporate governance by linking thousands of public
companies and mutual funds to tens of millions of individual and
institutional investors around the world. Our technology and
operations platforms underpin the daily trading of more than U.S.
$9 trillion in equities, fixed
income, and other securities globally. A certified Great Place to
Work®, Broadridge is part of the S&P 500®
Index, employing over 14,000 associates in 21 countries.
For more information about Broadridge, please visit
www.broadridge.com.
About Cetera Financial Group®
Cetera Financial Group
(Cetera) is a leading financial services firm whose purpose is to
enable the delivery of best-in-class financial advice to as many
Americans as possible. Cetera empowers its financial professional
communities to help clients achieve their version of financial
wellbeing through the Advice-Centric Experience®. Cetera
proudly serves independent financial professionals, tax
professionals, banks and credit unions in providing wide-ranging
financial planning and wealth management services.
Cetera oversees approximately $353
billion in assets under administration and $122 billion in assets under management, as of
December 31, 2021.
Visit www.cetera.com, and follow Cetera on LinkedIn,
Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Advisors LLC,
Cetera Advisor Networks LLC, Cetera Investment Services LLC
(marketed as Cetera Financial Institutions or Cetera Investors),
Cetera Financial Specialists LLC, and First Allied Securities, Inc.
All firms are members FINRA/SIPC. Located at: 655 W. Broadway,
11th Floor, San Diego,
CA 92101.
Individuals affiliated with Cetera firms are either Registered
Representatives who offer only brokerage services and receive
transaction-based compensation (commissions), Investment Adviser
Representatives who offer only investment advisory services and
receive fees based on assets, or both Registered Representatives
and Investment Adviser Representatives, who can offer both types of
services.
Broadridge Contacts:
Investors:
Edings Thibault
Head of Investor Relations, Broadridge
+1 516-472-5129
Edings.Thibault@Broadridge.com
Media:
Gregg
Rosenberg
Corporate Communications, Broadridge
(212) 918-6966
Gregg.Rosenberg@broadridge.com
Cetera Media Contact:
Ryan Hoffman
Ryan.hoffman@Cetera.com
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SOURCE Broadridge Financial Solutions, Inc.