Broadridge's books and records data
consolidation, securities lending and financial advisor marketing
systems will help Salesforce customers streamline workflows and
enhance advisor productivity
NEW
YORK, Sept. 12, 2023 /PRNewswire/ -- Broadridge
Financial Solutions Inc. (NYSE: BR) announces a collaboration
with Salesforce (NYSE: CRM) to help wealth management firms
scale their businesses, accelerate digital transformation, reduce
cost, mitigate risk and increase advisor productivity. Through this
collaboration, Broadridge's books and records data consolidation,
securities lending and financial advisor marketing systems will be
available to Salesforce Financial Services Cloud (FSC)
customers.
The collaboration enables Salesforce FSC customers in the wealth
management space to streamline workflows and enhance advisor
productivity. Three of Broadridge's solutions will be available to
Salesforce FSC customers, including:
- Books and records and CRM data consolidation to enable
real-time, bi-directional data integration between the Broadridge
and Salesforce platforms
- A securities-based lending (SBL) application that enables
advisors to offer SBL, understand book trends, target high
propensity prospects, and originate and monitor for SBL loans
- Broadridge's AdvisorStream content marketing platform that
streamlines digital marketing processes, enables advisors to see
client engagement with AdvisorStream content, and allows advisors
to share personalized communications with clients through their
preferred channels
"We are bringing a new synergy to wealth management firms, where
our solutions will offer a seamless integration between two key
platforms and ultimately result in enhanced advisor productivity,"
said Mike Alexander, President of
Wealth Management at Broadridge. "At a time when the wealth
management industry is focused on accelerating their digital
transformation efforts, we are proud to expand our work with
Salesforce to drive that growth."
The books and records data consolidation connector is available
from the MuleSoft Anypoint Exchange and the securities lending and
AdvisorStream financial advisor marketing solutions will be
released on the Salesforce AppExchange in Q4 2023.
"Financial Services Cloud is a must-have solution for financial
institutions looking to deliver compelling advisor experiences
while also creating more efficiencies thanks to the combination of
data, AI and CRM," said Michelle
Feinstein, VP and GM, Wealth and Asset Management at,
Salesforce. "Making Broadridge's advisor productivity tools
available for Financial Services Cloud customers allows
organizations to deliver growth-enabling technology on a single
platform, giving advisors a complete view of their clients and
enabling a richer, more productive experience."
Salesforce, Financial Services Cloud, MuleSoft Anypoint
Exchange, AppExchange and others are among the trademarks of
Salesforce, Inc.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech
leader with over $6
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 $10 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 Salesforce
Salesforce empowers companies of
every size and industry to connect with their customers through the
power of AI + data + CRM. For more information about Salesforce
(NYSE: CRM), visit: www.salesforce.com.
Media Contact:
Matthew
Luongo
Prosek Partners
+1 646-818-9279
mluongo@prosek.com
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SOURCE Broadridge Financial Solutions, Inc.