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Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity

Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through this collaboration, Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will be available to Salesforce Financial Services Cloud (FSC) customers.

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The collaboration enables Salesforce FSC customers in the wealth management space to streamline workflows and enhance advisor productivity. Three of Broadridge’s solutions will be available to Salesforce FSC customers, including:

  • Books and records and CRM data consolidation to enable real-time, bi-directional data integration between the Broadridge and Salesforce platforms
  • A securities-based lending (SBL) application that enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans
  • Broadridge’s AdvisorStream content marketing platform that streamlines digital marketing processes, enables advisors to see client engagement with AdvisorStream content, and allows advisors to share personalized communications with clients through their preferred channels

“We are bringing a new synergy to wealth management firms, where our solutions will offer a seamless integration between two key platforms and ultimately result in enhanced advisor productivity,” said Mike Alexander, President of Wealth Management at Broadridge. “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.”

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The books and records data consolidation connector is available from the MuleSoft Anypoint Exchange and the securities lending and AdvisorStream financial advisor marketing solutions will be released on the Salesforce AppExchange in Q4 2023.

“Financial Services Cloud is a must-have solution for financial institutions looking to deliver compelling advisor experiences while also creating more efficiencies thanks to the combination of data, AI and CRM,” said Michelle Feinstein, VP and GM, Wealth and Asset Management at, Salesforce. “Making Broadridge’s advisor productivity tools available for Financial Services Cloud customers allows organizations to deliver growth-enabling technology on a single platform, giving advisors a complete view of their clients and enabling a richer, more productive experience.”

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