Broadridge customers can now benefit from
expanded metrics and analytics to increase sales conversion rates
and grow revenue
NEW
YORK, Oct. 24, 2024 /PRNewswire/
-- Broadridge Financial Solutions Inc. (NYSE: BR) today
announced it has launched Distribution Insights for Asset Managers
on Salesforce AppExchange, a leading enterprise marketplace for
partner apps and experts, empowering customers to capture data from
wherever it lives, strengthening analytics and insights with richer
knowledge, context and reasoning, powered by Data Cloud.
Broadridge Distribution Insights for Asset Managers is currently
available on AppExchange at
https://appexchange.salesforce.com/appxListingDetail?listingId=e5bd5692-e63b-409a-aba3-3ca7e5125e64.
Distribution Insights for Asset Managers on
Salesforce
Distribution Insights for Asset Managers equips asset management
sales teams with immediate access to accurate and actionable
insights, providing sales workflow tools to win new flows and
retain existing assets. Based on the output from Broadridge's
powerful sales reporting, market analysis, and prospecting tools
(Sales Analytics, Market Analytics, Opportunity Hunter), the
solution is easy to configure, and enables customers to provide
field sales personnel with contact management, sales automation and
opportunity identification.
Comments on the News
"Our new Distribution Insights app, available on the
AppExchange, is a cutting-edge combination of comprehensive sales
and asset reporting, analytics, and Salesforce tools," said
Dan Cwenar, President of Data and
Analytics at Broadridge. "Wholesalers and national accounts sales
teams at asset managers and issuers can use it to more effectively
meet their sales goals by seamlessly accessing the information
needed to analyze opportunities within their territories and set up
effective meetings with their distribution partners' top
producers."
"Distribution Insights for Asset Managers is a welcome
addition to AppExchange, as it accelerates business transformation
for customers by delivering seamless data connectivity between
platforms and providing firms with the ability to easily unlock the
value of the combined data set to empower distribution management
and the wholesaler experience in the moments that matter," said
Alice Steinglass, Executive Vice
President and General Manager, Platform, Salesforce. "AppExchange
is constantly evolving to connect customers with the right apps and
experts for their business needs."
Salesforce, AppExchange, Data Cloud and others are among the
trademarks of Salesforce, inc.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology
leader with the trusted expertise and transformative technology to
help 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 per year and underpin the daily
trading of more than $10 trillion of
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, please visit
www.broadridge.com.
Media Contact:
Matthew Luongo
Prosek Partners
+1 646-818-9279
mluongo@prosek.com
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SOURCE Broadridge Financial Solutions, Inc.