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Multichannel marketing automation, personalized websites, compliant email/social content, event management, prospecting and nurturing, and reporting tools for advisors and firms.
More about Broadridge Financial Solutions
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
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Lead Capture Forms
Customizable web forms to capture lead information directly into the system.
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Lead Scoring
Assigns scores to leads based on engagement or quality criteria.
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Lead Segmentation
Ability to group leads for targeted communications based on attributes and behaviors.
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Automated Lead Assignment
Automatically routes leads to appropriate sales or advisory staff.
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Duplicate Detection
Identifies and manages duplicate lead entries.
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Lead Enrichment
Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).
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Import/Export Leads
Bulk import and export of lead data in various formats (CSV, Excel, etc).
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Number of Leads Supported
Maximum volume of leads the system can manage.
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Real-Time Lead Notifications
Instant alerts when new leads are captured.
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Lead Source Tracking
Tracks where and how a lead originated.
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Custom Lead Fields
Ability to define custom data fields for unique attributes.
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Multi-Channel Campaigns
Support for email, SMS, social media, and other channels.
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Personalization/Tokenization
Dynamic insertion of personal or firm-specific info into campaign content.
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Template Library
Ready-made templates for common campaign types.
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A/B Testing
Ability to test multiple variations of campaign elements.
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Campaign Scheduling
Plan and schedule in advance when campaigns are delivered.
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Drip Campaign Automation
Automated delivery of campaign sequences based on time or user actions.
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Event-Based Triggers
Launch or alter campaigns based on client behaviors (e.g., website visit).
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Contact List Management
Organize and maintain campaign recipient lists.
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Campaign Performance Analytics
Detailed reporting on campaign results and engagement.
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Unsubscribe/List Hygiene Tools
Managing opt-outs and keeping the email list current.
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Number of Concurrent Campaigns
Maximum campaigns that can run simultaneously.
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Approval Workflows
Campaign content and flow requires approval from designated team members or compliance.
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Rich Email Editor
Drag-and-drop or WYSIWYG editor for email creation.
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Responsive Email Design
Templates and previews optimized for mobile and desktop.
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Deliverability Tools
Built-in checks to maximize inbox placement and sender reputation.
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Bounce Management
Automatic handling of hard/soft bounces and removal from future sends.
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Open/Click Tracking
Monitor who opens or clicks emails.
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Email Throttling
Controls volume/rate of outbound emails to avoid spam filters.
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SPF/DKIM/DMARC Authentication
Supports modern email authentication standards.
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Dynamic Content Blocks
Conditional display of email sections based on user data.
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Send Time Optimization
Automatic selection of optimal send times for highest engagement.
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Email Previews
Preview how email appears across devices and clients.
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Workflow Builder
Visual design tool to create and modify automations and sequences.
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Conditional Logic
Branch automations based on user actions, profile data, or events.
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Task Assignment
Automatically assigns follow-ups or next actions to team members.
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Internal Notifications
Triggers for staff via email, SMS, or in-app alerts.
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External Triggers
Initiate automations based on events in other apps (via integration).
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Delay and Wait Steps
Ability to specify time delays or wait for completion before advancing.
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Re-usable Workflow Templates
Pre-built automation flows for common use cases (e.g., onboarding).
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Error Handling
Options to manage failures in automations (e.g., fallback steps).
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Workflow Reporting
Analytics to monitor and optimize automation effectiveness.
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CRM Integration
Native or API connections to customer relationship management platforms.
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Calendar Integration
Integration with calendaring tools such as Outlook or Google Calendar.
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Custodian/Portfolio Platform Integration
Direct connection to financial data or portfolio management systems.
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Contact Synchronization
Two-way sync with contact books or directories.
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API Availability
Public or partner APIs to support customization and other integrations.
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Webhooks
Real-time event-driven integrations with external systems.
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Zapier/Connector Support
Works with integration platforms for non-technical automation.
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Number of Supported Integrations
Quantity of third-party tools with available native integrations.
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FINRA/SEC/GDPR Compliance Tools
Support for major financial and privacy regulations (logging, archiving, disclosures).
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Role-Based Access Controls
Granular controls for user access to features and data.
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Audit Trail
Comprehensive log of all changes and user actions.
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Data Encryption
Encryption in transit and at rest for all sensitive data.
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User Authentication
Multi-factor authentication and secure login options.
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Data Retention Policies
Controls over how long data is stored or archived.
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Secure Data Export
Options for encrypted download of client or marketing data.
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Consent Management
Tools to track and manage user marketing preferences and consent.
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Anonymization/Pseudonymization Tools
Ability to depersonalize data when required for compliance.
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Customizable Dashboards
User-defined dashboards for quick overview of KPIs.
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Real-Time Analytics
Live reporting on activities, leads, and campaigns.
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Attribution Reporting
Tracks which touchpoints drive conversions.
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Funnel Analysis
Visualizes where leads drop off and progress through stages.
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ROI Calculation
Shows financial return for each campaign and channel.
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Scheduled Report Delivery
Automated distribution of reports to stakeholders.
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Exportable Reports
Downloadable in common formats (PDF, CSV, XLS).
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Custom Report Builder
Flexible creator for ad hoc or bespoke reports.
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Number of Standard Reports
Quantity of built-in, ready-to-use reports.
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Interaction History
Chronological log of all communications and meetings.
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Website Activity Tracking
Tracks prospect/client visits and behaviors on firm sites.
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Event Attendance Tracking
Monitors registration and participation in webinars, seminars, etc.
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Survey/Feedback Tools
Collects client satisfaction or NPS scores.
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Document Engagement Analytics
Tracks when client-facing documents are opened or read.
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Communication Frequency Analytics
Monitors how often clients are contacted.
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Time to Initial Response
Average response time from lead inquiry to first contact.
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Content Library
Central repository for marketing collateral, templates, disclosures, etc.
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Version Control
Tracks changes and access to documents over time.
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Approval Workflows
Content must be reviewed/approved before use.
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Search and Tagging
Quickly locate and filter content by tags, categories, keywords.
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Personalized Content Distribution
Delivers specific content to target segments or individuals.
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Integration with Client Portals
Ability to publish or share content directly to portals.
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Content Expiry/Retention Settings
Automatic management and archiving of outdated content.
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Mobile App Availability
Is there a native mobile application for advisers and/or clients?
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Browser Compatibility
Works on all major browsers without loss of functionality.
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Customizable User Interface
Users can adapt layout, dashboards, and key settings.
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Accessibility Compliance
Supports standards for screen readers and accessible navigation.
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Multi-Language Support
User interface and communications available in various languages.
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User Training Resources
Guides, videos, or embedded help for staff onboarding.
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System Uptime
Average percentage of time system is available during a year.
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Concurrent User Capacity
Maximum number of users that can be active at the same time.
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Bulk Data Handling
Support for large lists, imports, and batch campaign actions.
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Cloud Hosting
Is the platform hosted in a scalable cloud environment?
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Performance SLAs
Documented guarantees on speed and reliability.
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Auto-Scaling Infrastructure
System can dynamically expand resources based on usage.
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Data Storage Limit
Maximum size of data that can be stored.
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API Call Rate Limit
Maximum API calls supported per second/minute.
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