Empowering Asset Managers with Distribution Insights
Broadridge Financial Solutions Inc. (NYSE: BR) has recently introduced an innovative tool called Distribution Insights for Asset Managers on the Salesforce AppExchange. This new application provides asset management teams with the necessary metrics and analytics to refine their sales strategies and ultimately increase conversion rates.
Foundation of Robust Analytics
The application is designed to equip sales personnel with immediate access to reliable and actionable insights. By integrating sophisticated reporting and market analysis tools, Distribution Insights streamlines sales workflows. This powerful combination supports asset managers in securing new investments while retaining existing assets.
Features That Drive Sales Performance
With features like Sales Analytics, Market Analytics, and Opportunity Hunter, the Distribution Insights tool simplifies the sales process. It ensures that field sales teams have access to contact management systems, sales automation features, and opportunity identification tools. These resources empower asset managers to navigate their sales territories effectively and initiate valuable meetings with key distribution partners.
A Spearhead for Transformation
Broadridge’s new application was highlighted by Dan Cwenar, President of Data and Analytics at Broadridge, who emphasizes that the tool serves as a vital resource for wholesalers and national accounts sales teams. The seamless accessibility of pertinent information enables users to dissect potential opportunities, making it easier to achieve sales targets.
Collaborating for Better Experiences
Alice Steinglass, Executive Vice President and General Manager, Platform, Salesforce, echoed these sentiments by noting the significance of this application in modernizing business practices. The Distribution Insights tool enhances data connectivity across platforms, empowering asset managers to fully leverage their available data for improved distribution management and superior engagement with wholesalers.
About Broadridge
Broadridge Financial Solutions, a leader in technology solutions for the financial sector, operates with the mission of driving innovation and growth within the industry. With a steadfast commitment to operational resiliency and improved business performance, Broadridge is instrumental in managing investments, governance, and communication for its clients.
Processing over 7 billion communications annually and handling more than $10 trillion in daily trading, Broadridge continues to be a beacon of reliability and expertise in financial technology. Renowned as a Great Place to Work®, this S&P 500® Index member employs over 14,000 professionals worldwide, striving to elevate the investor experience.
Frequently Asked Questions
What is the purpose of Broadridge’s Distribution Insights?
Distribution Insights aims to provide asset management teams with advanced metrics, analytics, and sales tools to optimize sales efforts.
How does the Salesforce AppExchange play a role in Distribution Insights?
Salesforce AppExchange serves as a marketplace where Distribution Insights is available, facilitating easy access for asset managers seeking technology solutions.
What key features are included in Distribution Insights?
Key features include Sales Analytics, Market Analytics, and Opportunity Hunter, which help sales teams manage contacts and automate sales processes effectively.
Who benefits from using Distribution Insights?
Asset management sales teams and wholesalers benefit by gaining critical insights that help in meeting sales targets and managing relationships with distribution partners.
Where can I find more information about Broadridge Financial Solutions?
More information can be found on Broadridge’s official website, where their services and solutions are detailed.
