Broadridge Overview

Broadridge-Distributed-Marketing-Solution enhances financial advisor lead generation and ensures compliance. This financial services tool streamlines marketing efforts effectively.

Use Cases

Customers recommend Engagement Management, Direct Marketing, Onboarding, as the business use cases that they have been most satisfied with while using Broadridge.

Other use cases:

  • Social Media Analytics
  • Communication Management
  • Workflow Management
  • Content Management
  • Competitive Intelligence
  • Loyalty Management
  • Lead Engagement
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Broadridge.

Other priorities:

  • Increase Sales & Revenue
  • Improve Brand Engagement
  • Scale Best Practices
  • Grow Market Share
  • Improve Digital And Social Presence
  • Manage Risk
  • Build Brand Awareness
  • Improve Internal Communications
  • Establish Thought Leadership
  • Increase Customer Life Time Value
  • Improve Visibility
  • Improve Consistency
  • Improve ROI
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Broadridge Use-Cases and Business Priorities: Customer Satisfaction Data

Broadridge works with different mediums / channels such as Social Media. and Omnichannel.

Broadridge's features include Personalization, Live Streaming, Dashboard, etc. and Broadridge support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also Broadridge analytics capabilities include Custom Reports, and Analytics.

Broadridge, AgencyAnalytics, Experiture Marketing Platform, omnisend, VBOUT, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Broadridge Customer wins, Customer success stories, Case studies

How can Broadridge enhance your Engagement Management process?

How does Broadridge facilitate Direct Marketing?

What benefits does Broadridge offer for Onboarding?

How does Broadridge address your Social Media Analytics Challenges?

How can Broadridge enhance your Communication Management process?

11 buyers and buying teams have used Cuspera to assess how well Broadridge solved their Marketing Automation needs. Cuspera uses 2920 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.

 

Merck Selects Broadridge To Transform Treasury Operations With Real-Time Account Visibility

Broadridge Financial Solutions has been selected by Merck to enhance its treasury operations using Broadridge's Swift Service Bureau and SCORE+ services. This collaboration enables Merck to access re...al-time financial data across over 400 accounts globally, improving cash management and payment processing. The solution simplifies Swift integration, reducing costs and complexity, while supporting Merck's need for extensive account visibility and efficient API calls.

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Merck Selects Broadridge to Transform Treasury Operations with Real ...

Merck Selects Broadridge to Transform Treasury Operations with Real ...

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Wedbush Securities Selects Broadridge for Tech Platform Modernization ...

Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its operations. This partnership will integrate Broadridge's comprehensive trading and post-trade s...olutions, including workflow automation and AI-driven insights, to enhance Wedbush's clearing and wealth management operations. The collaboration aims to drive digital innovation and improve client experiences.

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One of the nation’s largest health plans - Health, Wellness And Fitness

Broadridge StatementPacks helped one of the nation’s largest health plans save about $700,000 a year. The company serves over 10 million members and sends 80+ million statements annually. By combinin...g multiple mailings into one secure package, they reduced mail pieces by more than 400,000 a month. StatementPacks improved privacy, convenience, and met regulatory needs. The solution also cut operational and postage costs for the health plan.

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European long/short fund - Financial Services

Broadridge Portfolio Master helped a European long/short fund cut workflow inefficiencies. The fund needed real-time P&L and risk views for two sub-books managed by different portfolio managers. Broa...dridge delivered a single, flexible order and portfolio management system with minimal IT needs. The fund saw lower operating costs, fast deployment, and strong customer support. Hosted services reduced hardware and staff costs while supporting electronic trading and compliance.

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A large North American Fund Administrator - Financial Services

Broadridge Managed Data Services helped a large North American Fund Administrator meet FAS 157 regulatory demands. The client needed a flexible asset valuation pricing solution for fund managers. Bro...adridge delivered a customizable platform with data cleansing, automation, and analytics. The solution enabled multiple pricing sources, improved reporting, and reduced internal workload. The client now offers enhanced pricing transparency and compliance for investment managers.

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Frequently Asked Questions(FAQ)

for Broadridge

What is Broadridge used for?

Broadridge is a Marketing Automation Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Engagement Management, Direct Marketing and Onboarding .

What are the top features of Broadridge?

Personalization, Live streaming and Dashboard are some of the top features of Broadridge.

What are Broadridge alternatives?

AgencyAnalytics, Experiture Marketing Platform, Omnisend and VBOUT are popular alternatives for Broadridge.

Where is Broadridge located?

Broadridge is headquartered at New York, NY.
lightning

Peers used Broadridge for engagement management and direct marketing

Broadridge Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (4)
Custom Reports

4.19/5 ★

Read Reviews (245)
Analytics

4.04/5 ★

Read Reviews (334)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (4)
Custom Reports

4.19/5 ★

Read Reviews (245)
Analytics

4.04/5 ★

Read Reviews (334)

Software Failure Risk Guidance

?

for Broadridge

Overall Risk Meter

Low Medium High

Top Failure Risks for Broadridge

Broadridge Financial Solutions, Inc. News

Awards

Broadridge Recognized as One of FORTUNE Magazine's 2026 "World"s Most ...

Broadridge Financial Solutions has been named one of Fortune's 2026 World's Most Admired Companies in the Financial Data Services industry. This marks the 12th time Broadridge has received this recognition, highlighting its innovation, management quality, and global competitiveness. CEO Tim Gokey attributes this honor to the trust clients place in Broadridge and its role in driving innovation in financial services.

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Financial

Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2026 Results on February 3, 2026 - Sahm

Broadridge Financial Solutions will announce its second-quarter fiscal year 2026 financial results on February 3, 2026. A webcast and conference call, featuring CEO Tim Gokey and CFO Ashima Ghei, will discuss the results.

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Product

Broadridge Invests in DeepSee, Further Harnessing Agentic AI to Transform Post-trade Operations - PR Newswire

Broadridge Financial Solutions has enhanced its OpsGPT platform with new features like inventory optimization, fails research, and email integration automation. These upgrades aim to improve operational intelligence, risk management, and capital efficiency for clients. OpsGPT now leverages AI to provide real-time insights and streamline post-trade processes, supported by Broadridge's harmonized data model, BRx.

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Partnership

Broadridge Announces Strategic Investment And Expanded Partnership With ...

Broadridge has announced a strategic investment and expanded partnership with DeepSee to enhance Agentic AI innovation in post-trade operations. This collaboration aims to leverage AI capabilities to improve efficiency and performance in financial processes.

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Broadridge Financial Solutions, Inc. Profile

Company Name

Broadridge Financial Solutions, Inc.

Company Website

https://www.broadridge.com/

HQ Location

New York, NY

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