Broadridge Financial Solutions has launched two solutions on the Salesforce AppExchange: securities-based lending (SBL) and Advisor Stream Digital Marketing. The SBL application enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans.
The AdvisorStream content marketing platform automates advisors digital marketing and communications, 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, in a statemeht. “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.”
“Securities Based Lending for Advisors and AdvisorStream Digital Marketing Automation for Financial Advisors are welcome additions to AppExchange, as they accelerate business transformation for customers by providing innovative digital solutions and increased advisor productivity,” said Alice Steinglass, executive vice president and general manager of Platform at Salesforce, in a statement.