CRM - Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers | Benzinga
Broadridge's books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity
NEW YORK, Sept. 12, 2023 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE:BR) announces a collaboration with Salesforce (NYSE:CRM) 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.
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 ...