Automated digital marketing enhancing the
advisor-investor relationship and experience
TORONTO and NEW
YORK, July 18, 2023 /CNW/ -- Worldsource Wealth
Management and IDC Worldsource Insurance Network Inc. are pleased
to announce they have partnered with global Fintech leader,
Broadridge Financial Solutions Inc. (NYSE: BR), to help their
advisors provide relevant, timely communications to their clients
using Broadridge's automated digital marketing platform
AdvisorStream.
"As investor expectations and the nature of digital interactions
evolve, the Canadian wealth management industry is going through
extraordinary change and at Worldsource, we are excited as we
continue to grow and expand our digital offerings." said Doce
Tomic, President of Worldsource Wealth Management. "We look forward
to leveraging the full suite of Broadridge's AdvisorStream platform
to deepen advisor connections with clients and prospects through
hyper-relevant content."
"Our objective is to provide the innovative services and tools
that advisors need in today's digital-focused world," continued
Phil Marsillo, President and CEO,
IDC WIN. "Clients want informed,
consistent and personalized communication with their advisor.
AdvisorStream's intuitive platform and impressive content can help
our advisors deliver those communications in thoughtful,
intentional ways while being scalable to adjust to the advisor's
needs."
"AdvisorStream's investor-centric approach to marketing provides
Worldsource and IDC WIN with the
digital tools they need to educate, engage and empower investors.,"
said Kevin Darlington, Head of
Broadridge Advisor Solutions. "Their advisors will soon be able to
communicate directly with clients to drive engagement and grow
their client relationships through each stage of the investor
lifecycle."
Broadridge's AdvisorStream is an award-winning all-in-one
content marketing platform. It leverages an omni-channel approach
to empower advisors to send pertinent communications to clients at
the right time through their preferred channels. The platform gives
advisors the ability to engage in real-time, two-way interaction
with clients and prospects to cultivate their networks and grow
existing client relationships. By utilizing AdvisorStream's
extensive library of content exclusively licensed from the world's
most trusted providers, including leading North American
publishers, the platform helps drive increased brand visibility for
advisors. It is also aligned with the Canadian Online News Act, or
Bill C-18, that governs the licensing requirements for content.
AdvisorStream is a component of the Broadridge Wealth Platform,
a next-generation, component-based ecosystem that allows advisors
and wealth managers to grow their business by increasing digital
client engagement and streamlining legacy technology.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech
leader with more than $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
of 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 us and what we can do for you, please
visit www.broadridge.com.
About Worldsource Wealth Management
Worldsource Wealth Management (WWM) is a fully integrated wealth
management company focused on supporting Financial Advisors and
building financial prosperity for Canadians. WWM is a wholly owned
subsidiary of Desjardins Group, the leading financial cooperative
in North America with over 100
years of dedication to the people and communities they serve. WWM
is comprised of Worldsource Financial Management Inc., a mutual
fund dealer and Worldsource Securities Inc. an investment dealer
that are divisions of Worldsource Group of Companies Inc.,
operating as Worldsource Wealth Management.
For more information about Worldsource Wealth Management, please
visit: worldsourcewealth.com.
About IDC Worldsource Insurance Network Inc.
IDC Worldsource Insurance Network Inc. is one of Canada's leading life insurance Managing
General Agencies, servicing advisors across the country, through
partnerships with over 15 major insurance carriers. IDC WIN prides itself on its service, knowledge
and commitment to the Canadian insurance industry, bringing a sharp
focus and exceptional standards of operation to all areas of its
processes. IDC Worldsource Insurance Network Inc. is a division of
the Worldsource Group of Companies, a wholly-owned subsidiary of
the Desjardins Group.
For more information about IDC Worldsource Insurance Network
Inc., please visit: idcwin.ca.
Media Inquiries
Worldsource Wealth Management and IDC Worldsource Insurance
Network Inc.
Kate Stewart
KStewart@worldsourcewealth.com
Broadridge
Matthew Luongo
Prosek Partners
mluongo@prosek.com
SOURCE Broadridge Financial Solutions, Inc.