legal-document-to-plain-english-translator/”>Try Free Now: Legalese tool without registration

Find a LOCAL lawyer

Broadridge Financial Solutions Collaborates with Salesforce to Enhance Wealth Management

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 costs, mitigate risks, 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 between Broadridge and Salesforce aims to enable wealth management firms to enhance their workflow processes and improve advisor productivity. Salesforce Financial Services Cloud (FSC) customers will have access to Broadridge’s three solutions:

• Books and records and CRM data consolidation: This solution offers real-time, bi-directional data integration between Broadridge and Salesforce platforms, allowing seamless integration and data sharing.
• A securities-based lending (SBL) application: This application enables advisors to offer SBL services, gain insights into book trends, identify high potential prospects, and efficiently manage SBL loans.
• Broadridge’s AdvisorStream content marketing platform: This platform streamlines digital marketing processes, provides visibility into client engagement with AdvisorStream content, and enables advisors to personalize communications with clients through preferred channels.

The introduction of these solutions is expected to significantly boost advisor productivity by providing an integrated and comprehensive view of client data and allowing for more efficient communication and marketing strategies.

How AI legalese decoder Can Help

The AI legalese decoder, developed by Broadridge Financial Solutions, can further assist wealth management firms in navigating the complex legal language and documentation often involved in financial transactions. This AI-powered technology can analyze and interpret legal terms, clauses, and contracts, providing clear and concise explanations in plain language. By using the AI legalese decoder, advisors can save time, reduce errors, and increase compliance with regulations.

“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. “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.”

The books and records data consolidation connector is available from the MuleSoft Anypoint Exchange, and the securities lending and AdvisorStream financial advisor marketing solutions will be released on the Salesforce AppExchange in Q4 2023.

“Financial Services Cloud is a must-have solution for financial institutions looking to deliver compelling advisor experiences while also creating more efficiencies thanks to the combination of data, AI, and CRM,” said Michelle Feinstein, VP and GM, Wealth and Asset Management at Salesforce. “Making Broadridge’s advisor productivity tools available for Financial Services Cloud customers allows organizations to deliver growth-enabling technology on a single platform, giving advisors a complete view of their clients and enabling a richer, more productive experience.”

Salesforce, Financial Services Cloud, MuleSoft Anypoint Exchange, AppExchange, and others are among the trademarks of Salesforce, Inc.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers, and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income, and other securities globally. A certified Great Place to Work┬«, Broadridge is part of the S&P 500┬« Index, employing over 14,000 associates in 21 countries.

For more information about us and what we can do for you, please visit www.broadridge.com.

About Salesforce
Salesforce empowers companies of every size and industry to connect with their customers through the power of AI + data + CRM. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.

Media Contact:
Matthew Luongo
Prosek Partners
+1 646-818-9279
[email protected]

SOURCE Broadridge Financial Solutions, Inc.

legal-document-to-plain-english-translator/”>Try Free Now: Legalese tool without registration

Find a LOCAL lawyer

Reference link