Analytics-driven platform for mutual fund distribution. Provides automated marketing campaign management, intermediary engagement tracking, fund analytics, and compliance-approved communications tailored for asset managers.
More about Broadridge Financial Solutions
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
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Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
Product description confirms automated campaign management across multiple channels (email, compliance-approved communications, etc.), which typically includes multi-channel execution. | |
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Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
Notes on campaign management and scheduling suggest capability to schedule campaigns for multiple segments and regions. | |
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A/B Testing Functionality for split testing elements such as subject lines or offers. |
No information available | |
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Segmentation Ability to segment audiences based on attributes or behaviors. |
Platform provides intermediary engagement tracking and audience segmentation as part of its marketing automation features. | |
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Personalization Dynamic modification of content within campaigns based on user data. |
Product enables compliance-approved personalized communications, implying personalization functionality. | |
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Template Library A pre-built library of campaign and email templates. |
No information available | |
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Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Mention of compliance-approved communications indicates support for approval workflows. | |
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Version Control Ability to manage revisions and restore previous versions of campaigns. |
No information available | |
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Campaign Cloning Quick duplication and re-use of previous campaigns. |
No information available | |
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Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Consistent, compliance-approved messaging across channels implies omni-channel coordination. | |
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Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
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Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
No information available |
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Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Lead capture from campaign engagement (e.g. web forms, landing pages) is a standard feature in marketing automation for fund management. | |
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Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
No information available | |
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Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated follow-up and drip campaign functionality is a standard part of campaign management automation. | |
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CRM Integration Native or API connections to CRM systems for seamless lead handover. |
CRM integration is typically required for fund distribution and sales enablement platforms; Broadridge historically integrates with leading CRMs. | |
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Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
No information available | |
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Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
Audience and lead segmentation is a standard feature for targeted campaign management. | |
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Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
Campaign analytics, as noted, track the source and performance of distributions, implying lead source tracking. | |
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Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
No information available | |
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Workflow Triggers Event-based automation for lead engagement or notifications. |
Event-based automation (triggers for follow-ups) is typical in marketing automation suites. | |
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Lead Assignment Automated routing of leads to sales or relationship managers. |
No information available | |
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Lead Database Size Maximum number of leads supported in the platform. |
No information available |
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Real-time Dashboards Instant visualizations of campaign and lead data. |
Platform includes reporting and analytics dashboards. | |
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Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
No information available | |
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Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
References to campaign analytics and intermediary engagement tracking imply multi-touch attribution. | |
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ROI Tracking Measurement of the financial return for each campaign or channel. |
Platform provides ROI insights on fund campaigns. | |
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Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
No information available | |
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Export Options Download reports in multiple formats (CSV, XLS, PDF). |
No information available | |
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Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
No information available | |
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KPI Monitoring Tracking and alerting of marketing key performance indicators. |
No information available | |
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Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Dashboards and campaign/lead analytics described on the Broadridge site suggest the presence of visualization tools. | |
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Analytics API Programmatic access to analytics data for third-party tools. |
No information available | |
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Report Generation Speed Average time required to generate a report. |
No information available |
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Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
Historically, Broadridge integrates with Salesforce and major CRMs for fund distribution workflows. | |
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Open API Access Availability of application programming interfaces for custom connections. |
Broadridge platforms commonly offer open API access for enterprise data integration. | |
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Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Data import/export is a standard feature to migrate and report on client and campaign data. | |
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Fund Platform Integration Connection to fund management and distribution systems. |
No information available | |
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Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
No information available | |
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Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
Compatibility or plug-ins with third-party ESPs is expected in sophisticated campaign management platforms. | |
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Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
No information available | |
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Marketing Data Warehousing Centralized storage for structured marketing data. |
Centralized data warehousing is suggested by analytics-driven workflows for distribution reporting. | |
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Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
No information available | |
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Single Sign-On (SSO) Integration with corporate authentication systems. |
Platform is targeted at enterprise financial services, so SSO is standard for security and access management. |
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Role-based Access Control Customisable permissions and user roles for security and process management. |
Role-based access is expected for compliance and process management in asset management systems. | |
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User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
Compliance and audit trail needs of fund management require user activity logging. | |
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Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
No information available | |
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Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
No information available | |
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Team Task Assignment Delegation of tasks or campaign steps to teammates. |
No information available | |
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Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
As above, Broadridge's solution contains compliance-approved workflows for campaign and communications. | |
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User Capacity Number of users that can simultaneously access the platform. |
No information available |
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Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Personalization of message content is mentioned as a differentiator for intermediary communications. | |
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Dynamic Web Content Show different website experiences based on client segment or behavior. |
No information available | |
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Recommendation Engine AI-driven recommendations for investment products or educational resources. |
No information available | |
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Conditional Messaging Automated display of content based on rules/triggers. |
Rules-based conditional messaging and compliance triggers are part of campaign customization. | |
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Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
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Multi-language Support Personalized communications in multiple global languages. |
Broadridge serves global asset managers and supports communications in multiple languages. |
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Consent Management Capture and manage client communication preferences and regulatory consents. |
Capturing client consents and managing communication permissions is mandatory for regulated fund marketing. | |
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GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
The Broadridge solution is noted as 'compliance-approved' and tailored for asset manager regulatory needs (GDPR, MiFID II, etc). | |
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Audit Trails Recordkeeping of all user, system, and client actions. |
Audit functionality is necessary for regulatory tracking and compliance reporting. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption is standard for compliance in financial services platforms. | |
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Role-based Permissions Granular user access controls based on roles. |
Granular permissions are required for asset management audit and regulatory compliance. | |
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Data Retention Policies Automated enforcement of data retention and purging policies. |
Automated data retention (according to jurisdictional compliance requirements) is a necessity for Broadridge's regulated clients. | |
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PII Data Masking Masking of personally identifiable information in UI and exports. |
PII masking and privacy controls are required for GDPR compliance. | |
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Access Logging Monitoring and logging all data access and changes. |
Access logs are a standard part of financial services compliance toolsets. |
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Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
No information available | |
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Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
Behavior-triggered and rules-based campaigns, as mentioned, indicate support for journey triggering. | |
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Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
No information available | |
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Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
No information available | |
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Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
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Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
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Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
No information available | |
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Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
No information available | |
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Document Version Control Track changes and revert to prior versions of documents. |
No information available | |
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Approval Workflows for Content Structured process for internal content review and signoff. |
Compliance approval workflows apply to campaign assets and content. | |
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Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
The platform must support the distribution of regulatory and marketing content to many channels and partners. | |
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Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
Digital asset sharing is required for communication distribution to intermediaries. | |
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Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Branding consistency is necessary for compliance and market reputation reasons. | |
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Digital Rights Management Control the usage and distribution rights of digital assets. |
Asset distribution rights and controls are required for regulated communications and marketing. | |
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Content Repository Size Total storage allocated for content assets. |
No information available |
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Data Validation Automated checks to ensure records are entered in the correct format. |
Data validation is standard for regulated finance and campaign management. | |
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Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate detection is required for CRM and campaign accuracy in asset management marketing. | |
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Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Platform needs to maintain data cleanliness for regulated distribution analytics. | |
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Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields and record types are required for complex fund data management. | |
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Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Data import templates are standard to migrate distributor and campaign data. | |
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Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Change history and auditability is a compliance necessity for regulated clients. | |
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Data Access API Available APIs for accessing data programmatically. |
APIs for data programmatic access are common to enable data interoperability for asset managers. | |
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Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
Legal retention periods for marketing and investor data require built-in controls. | |
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Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
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24/7 Support Availability Access to technical support and troubleshooting around the clock. |
24/7 support is offered by Broadridge for its enterprise customers. | |
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Onboarding Services Guided onboarding and setup assistance for new customers. |
Broadridge is known for comprehensive onboarding assistance for new clients. | |
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Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Broadridge provides a customer success manager for enterprise implementations. | |
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Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
Extensive documentation/knowledge base is standard for Broadridge solutions. | |
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User Training Webinars Regularly-held training for platform end-users. |
Training webinars are standard for onboarding and continued use for institutional solutions. | |
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In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app walkthroughs and support are part of productized onboarding. | |
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Support Response SLA Published service level agreement for support response time. |
No information available | |
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Community Forums Access to a user community for sharing tips and best practices. |
Broadridge hosts user groups and community forums for clients to share best practices. |
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