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 società di gestione patrimoniale e consulenti finanziari. L'azienda introduce strumenti migliorati per la creazione di siti web basati su Wix e nuove funzionalità di video marketing per supportare i consulenti nell'ampliamento della propria clientela.
Le novità 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 conformità integrati e strumenti di analisi delle prestazioni.
Le capacità 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 conformità. Questi miglioramenti mirano a far sì che i consulenti si adattino al cambiamento del comportamento degli investitori e sfruttino le opportunità trasferite durante il grande passaggio di ricchezza.
Broadridge Financial Solutions (NYSE:BR) anunció mejoras significativas en su suite de marketing digital para firmas de gestión patrimonial y asesores financieros. La compañía lanza herramientas mejoradas de creación 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 mostró que el 62% de los asesores considera sus sitios web ineficaces para generar leads, y solo el 40% usa personalización en su estrategia de contenidos. La nueva solución incluye creación de sitios mobile-first, flujos de trabajo de cumplimiento integrados y herramientas de análisis de rendimiento.
Las capacidades de video marketing de la plataforma permitirán a los asesores crear contenido profesional con funciones como guiones preescritos, un estudio de grabación dentro de la plataforma y flujos de aprobación 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.
Broadridge Financial Solutions (NYSE:BR)가 자산관리 회사와 재무 자문사를 위한 디지털 마케팅 스위트를 대폭 개선했다고 발표했습니다. 회사는 Wix 기반의 개선된 웹사이트 제작 도구와 신규 동영상 마케팅 기능을 선보여 자문사들이 고객 기반을 확대할 수 있도록 지원합니다.
이번 업데이트는 시장의 핵심 요구를 반영합니다. Broadridge 조사에 따르면 자문사의 62%가 자사 웹사이트를 리드 생성에 비효율적이라고 느끼며, 콘텐츠 전략에 개인화를 활용하는 비율은 40%에 불과했습니다. 새로운 솔루션에는 모바일 우선 웹사이트 제작, 내장된 컴플라이언스 워크플로, 성과 분석 도구가 포함됩니다.
플랫폼의 동영상 마케팅 기능은 사전 작성된 스크립트, 플랫폼 내 녹화 스위트, 컴플라이언스 승인 워크플로 등으로 자문사가 전문적인 콘텐츠를 제작할 수 있게 합니다. 이러한 개선은 자문사가 변화하는 투자자 행동에 적응하고 대규모 자산 이전 시기에 기회를 포착하도록 돕는 것을 목표로 합니다.
Broadridge Financial Solutions (NYSE:BR) a annoncé des améliorations significatives de sa suite de marketing digital pour les sociétés de gestion de patrimoine et les conseillers financiers. L'entreprise lance des outils améliorés de création de sites web propulsés par Wix ainsi que de nouvelles capacités de vidéo marketing pour aider les conseillers à développer leur portefeuille client.
Ces mises à jour répondent à des besoins cruciaux du marché : une étude Broadridge a révélé que 62 % des conseillers jugent leurs sites inefficaces pour générer des prospects et seulement 40 % utilisent la personnalisation dans leur stratégie de contenu. La nouvelle solution inclut la création de sites mobile-first, des workflows de conformité intégrés et des outils d'analyse de performance.
Les fonctionnalités de vidéo marketing de la plateforme permettront aux conseillers de produire du contenu professionnel grâce à des scripts pré-écrits, une suite d'enregistrement intégrée et des workflows d'approbation conformité. Ces améliorations visent à aider les conseillers à s'adapter à l'évolution du comportement des investisseurs et à saisir les opportunités du grand transfert de richesse.
Broadridge Financial Solutions (NYSE:BR) hat bedeutende Verbesserungen seiner digitalen Marketing-Suite für Vermögensverwaltungsunternehmen und Finanzberater angekündigt. Das Unternehmen führt 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 Marktbedürfnisse: 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 Lösung umfasst mobile-first Website-Erstellung, integrierte Compliance-Workflows und Performance-Analyse-Tools.
Die Video-Marketing-Funktionen der Plattform ermöglichen es Beratern, professionelle Inhalte zu erstellen – mit vorformulierten Skripten, einer integrierten Aufnahme-Suite und Compliance-Freigabeprozessen. Diese Verbesserungen sollen Beratern helfen, sich an verändertes Anlegerverhalten anzupassen und Chancen während der großen Vermögensübertragung 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 Wix.com Ltd. (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 Broadridge study 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 – 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 www.broadridge.com
Media Contact:
Caroline Wolf
Prosek Partners
cwolf@prosek.com
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SOURCE Broadridge Financial Solutions, Inc.
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