News Summary

Broadridge Financial Solutions has announced significant enhancements to its advisor marketing solutions through a partnership with Wix. This initiative introduces improved website creation tools tailored for financial advisors, aiming to enhance their online presence and client engagement. With a focus on compliance and creativity, the new tools will include video marketing capabilities to attract younger, digitally-savvy investors, an essential move as $30 trillion is set to transfer to this demographic in the coming years. Broadridge’s innovations promise to tackle common marketing challenges, allowing advisors to nurture client relationships more effectively.

Broadridge Financial Solutions Takes a Bold Step in Advisor Marketing

In a move that’s sure to shake things up in the financial services world, Broadridge Financial Solutions, Inc. has announced some exciting enhancements to their advisor marketing solutions. By making strategic investments and forming a partnership with the popular website-building platform Wix, Broadridge aims to empower wealth firms and financial advisors to effectively build and enhance their business portfolios.

New Tools for a New Era

One of the key elements of this partnership is the launch of improved website creation tools. These are designed specifically for advisors who need to connect with clients in today’s digital-first landscape. We know how crucial a strong online presence is these days, and with these enhancements, advisors will have access to mobile-first websites that not only look great but also comply with necessary regulations. This aspect of the product is a game-changer, ensuring that financial advisors can focus on what they do best—serving their clients—without worrying about compliance issues.

Catching the Attention of Modern Investors

But it doesn’t stop there! Broadridge is also rolling out new video marketing capabilities that are designed to help advisors create captivating video content. With the growing demand for personalized advice and engaging multimedia content, these innovations will help advisors attract, engage, and retain the modern investor.

It’s noteworthy that there’s a significant shift happening in investor behavior. Reports suggest that around $30 trillion is expected to transfer to younger, more digitally-savvy investors in the coming years. This underscores the necessity for financial advisors to adapt their marketing strategies to resonate with this new breed of clients.

Integrating Compliance with Creativity

As part of this partnership, Broadridge is integrating its compliance and analytics framework into Wix’s user-friendly website solutions. This combination aims to simplify the process of creating and managing growth-focused websites for advisors. A recent study conducted by Broadridge revealed some eye-opening statistics: approximately 62% of advisors feel their current websites are falling short when it comes to generating leads. Furthermore, only 40% of advisors are currently incorporating personalization into their marketing strategies. These insights highlight the critical need for the tools that Broadridge is rolling out.

A Focus on High-Quality Content

The new marketing tools will include built-in compliance workflows along with performance insights, making it easier for advisors to fine-tune their strategies. The video marketing solution is particularly noteworthy, offering a streamlined process for producing high-quality, personalized video content—from scripting to actual distribution. This could be a vital resource for advisors looking to enhance their communications and connect more meaningfully with potential clients.

Solving Challenges One Step at a Time

Broadridge’s innovations are tailored to tackle the various marketing and technology challenges that advisors generally encounter. By simplifying complex processes, the company aims to allow advisors to focus more on nurturing client relationships while also delivering impactful marketing initiatives.

About Broadridge Financial Solutions

As a global technology leader, Broadridge is no stranger to the fast-paced world of financial communications, processing over 7 billion communications annually. With a workforce of more than 15,000 associates spread across 21 countries, they are part of the S&P 500 Index and committed to advancing the financial industry.

Exciting Times Ahead

All in all, these new tools and capabilities mark an exciting era for financial advisors looking to boost their marketing efforts. As the industry evolves, staying ahead of these trends will be crucial for success. For those wanting to learn more about these new offerings, checking out Broadridge’s website would be the way to go! The future looks bright, and we’re eager to see how advisors will take advantage of these innovative tools.

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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

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