Broadridge launches SBL solution on Salesforce AppExchange
29 April 2024 US
Image: VICHIZH
Broadridge has launched two solutions on the Salesforce AppExchange, a marketplace for partner apps and experts.
The firm says the solutions will allow clients to reduce cost, mitigate risk and increase advisor productivity.
Broadridge’s Securities Based Lending (SBL) solution enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans.
The firm’s AdvisorStream Digital Marketing Automation will allow advisors to see client engagement with AdvisorStream content, as well as share personalised communications with clients on their preferred platform.
Mike Alexander, president of wealth management at Broadridge, says: “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.”
Alice Steinglass, executive vice president and general manager, Platform, Salesforce, adds: “[The solutions] are welcome additions to AppExchange, as they accelerate business transformation for customers by providing innovative digital solutions and increased advisor productivity.”
The firm says the solutions will allow clients to reduce cost, mitigate risk and increase advisor productivity.
Broadridge’s Securities Based Lending (SBL) solution enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans.
The firm’s AdvisorStream Digital Marketing Automation will allow advisors to see client engagement with AdvisorStream content, as well as share personalised communications with clients on their preferred platform.
Mike Alexander, president of wealth management at Broadridge, says: “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.”
Alice Steinglass, executive vice president and general manager, Platform, Salesforce, adds: “[The solutions] are welcome additions to AppExchange, as they accelerate business transformation for customers by providing innovative digital solutions and increased advisor productivity.”
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