Home » Broadridge Partners with WealthFeed to Enhance Advisor Engagement

Broadridge Partners with WealthFeed to Enhance Advisor Engagement

by FXInsider

A strategic partnership has been formed through a minority investment in WealthFeed, a cloud-based platform designed to utilize artificial intelligence for lead generation and enhancing client relationships within the financial advisory sector. This collaboration aims to combine WealthFeed’s AI-driven prospecting tools and real-time insights into financial movements with the existing marketing solutions offered by Broadridge, enhancing the efficacy of advisors as they engage with clients.

The integration enables financial advisors to better source and connect with potential investors during significant life milestones. By leveraging sophisticated digital tools, advisors can efficiently nurture their client relationships, focusing on personalized services that cater to individual financial goals, thus enhancing client engagement and growth potential.

The marketing solution of Broadridge is now available as a standard feature within the WealthFeed platform, catering to independent advisors and larger enterprises alike. This collaboration aims to enhance WealthFeed’s capabilities in lead generation by offering premium content and automated nurture functionalities that allow advisors to interact more effectively with clients and prospects.

With the ability to track significant money-in-motion events, advisors can identify critical moments to connect with clients. The collaboration also improves WealthFeed’s data with insights from Broadridge, enhancing the ability to predict potential investments from prospects.

This investment is expected to fuel WealthFeed’s rapid expansion and refine its product offerings. The strategic integration of unique lead-generation capabilities and digital engagement tools will help advisor groups not only acquire new clients but also retain assets more effectively.

This partnership illustrates Broadridge’s commitment to collaboration, enhancing its ecosystem that already encompasses notable firms in secure collaboration, lending, data management, and compliance. By integrating various resources and leveraging an open architecture platform, Broadridge and WealthFeed aim to support financial advisors and enterprises in navigating the evolving wealth management landscape efficiently, leading to improved outcomes and growth opportunities.

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