News Summary

Broadridge Financial Solutions is enhancing advisor marketing with strategic investments, including a partnership with Wix for improved website creation and video marketing capabilities. This aims to empower financial advisors to build their business effectively, addressing the shift towards tech-savvy investors and enhancing client relationships through personalized content.

Exciting New Innovations in Advisor Marketing from Broadridge Financial Solutions!

In the fast-paced world of finance, keeping up with the latest tools and technologies is key to success, especially for wealth firms and financial advisors. Broadridge Financial Solutions, Inc. is stepping up its game by making some strategic investments aimed at enhancing advisor marketing solutions. The company’s mission is clear: they want to empower advisors to effectively build their book of business. This week, they announced a new partnership with Wix, aimed at introducing improved website creation tools along with exciting video marketing capabilities.

What’s New in the Toolbox

So, what’s all the buzz about? Well, the collaboration between Broadridge and Wix focuses on launching improved, mobile-first websites with integrated compliance review processes. This means advisors can create sites that not only look great but are also meet all necessary regulations—making it easier for them to attract and retain clients.

In addition, Broadridge has rolled out new video marketing capabilities. This is a big deal because advisors are increasingly looking for ways to make their content more engaging. With the surge in demand for video content, this new feature will allow advisors to easily create personalized and high-quality videos. It’s a fantastic way for them to connect with modern investors who are always looking for tailored advice.

Shifting Investor Behavior

If you’ve noticed a change in investor behavior lately, you’re not alone. There’s been a significant shift towards younger, more tech-savvy investors, many of whom are keen on personalized advice and digital content. It’s estimated that a whopping $30 trillion is expected to shift to these digitally native investors during a massive wealth transfer. Hence, it’s no wonder that advisors need to adapt their strategies to meet these new expectations.

Integration at Its Best

The exciting part about Broadridge’s partnership with Wix is how it integrates compliance and analytics frameworks right into Wix’s website solutions. Advisors can now create and manage growth-focused websites with ease, allowing them to focus more on what they do best—building strong relationships with their clients.

A recent study by Broadridge revealed some eye-opening stats. Around 62% of advisors felt that their current websites were ineffective for lead generation, while just 40% reported using personalization in their marketing strategies. These insights underline a clear need for modern tools that can address these challenges, and Broadridge’s new offerings seem to be spot-on!

Streamlined Video Marketing

The newly introduced video marketing solution takes away much of the complexity tied to video production. It allows advisors to comfortably streamline the entire process—from scripting to distribution. This ensures that they can produce high-quality, impactful videos without the usual headaches associated with video creation.

Focus on Relationships

Ultimately, Broadridge’s latest innovations aim to tackle the marketing and technology challenges that advisors face day in and day out. Their overarching goal is to enable advisors to concentrate on forging meaningful connections with their clients while also delivering impactful marketing messages.

Recognized as a global technology leader, Broadridge processes an impressive over 7 billion communications annually with a workforce of more than 15,000 associates across 21 countries. Being part of the S&P 500 Index just highlights their influence in the financial technology landscape.

Wrap Up

To sum it all up, advisors now have access to a treasure trove of new resources that are set to revolutionize their marketing efforts. With Broadridge’s advanced tools, they are poised to attract, engage, and retain the next generation of investors with ease and efficiency. If you’re curious to know more about these exciting developments, check out Broadridge’s website for the latest updates!

Deeper Dive: News & Info About This Topic

HERE Resources

Mega-Bev to Transform Former Rite Aid into New Liquor Store
Learning Care Group Announces Leadership Changes to Enhance Education Standards
FDA Approves Novavax Covid-19 Vaccine for Vulnerable Adults
Novavax Covid-19 Vaccine Receives FDA Approval
Alan Haller Steps Down as Athletic Director at MSU
Three Sonesta Hotels Sold in Novi, Michigan
Three Sonesta Hotels Acquired in Michigan
Revolutionizing Social Media Management: Sprout Social’s Latest Features
Severe Cuts and Layoffs Hit Community Clinical Services in Maine
Exciting New Innovations from RAD Intel: Elevating Influencer Marketing

Additional Resources

• PR Newswire: Broadridge Financial Solutions Enhances Advisor Marketing
• Wikipedia: Marketing
• Wealth Management: Broadridge Acquires AdvisorStream
• Google Search: Financial Advisors Marketing Tools
• Business Wire: FINNY Unveils Intent Search
• Google Scholar: Investment Strategies for Financial Advisors
• Newswire: Seven Group Launches New Platform
• Encyclopedia Britannica: Financial Advisor

Author: STAFF HERE NOVI WRITER

The NOVI STAFF WRITER represents the experienced team at HERENovi.com, your go-to source for actionable local news and information in Novi, Oakland County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Motor City Comic Con, Michigan State Fair, and Novi Home and Garden Show. Our coverage extends to key organizations like the Novi Chamber of Commerce and Novi Community Foundation, plus leading businesses in automotive, technology, and manufacturing that power the local economy such as Gentherm, Stoneridge, and Daifuku North America. As part of the broader HERE network, including HEREDetroitMI.com, HEREGrandRapids.com, HERENorthville.com, and HEREPlymouth.com, we provide comprehensive, credible insights into Michigan's dynamic landscape.