Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange
Broadridge Financial Solutions (NYSE: BR) has launched Distribution Insights for Asset Managers on Salesforce AppExchange. This new solution provides asset management sales teams with immediate access to actionable insights and sales workflow tools to enhance sales conversion rates and grow revenue. The app combines Broadridge's sales reporting, market analysis, and prospecting tools with Salesforce's platform, enabling field sales personnel to access contact management, sales automation, and opportunity identification features. The solution integrates with Broadridge's Sales Analytics, Market Analytics, and Opportunity Hunter tools.
Broadridge Financial Solutions (NYSE: BR) ha lanciato Distribution Insights for Asset Managers su Salesforce AppExchange. Questa nuova soluzione offre ai team di vendita nella gestione degli asset un accesso immediato a informazioni utili e strumenti di workflow di vendita per migliorare le percentuali di conversione delle vendite e aumentare i ricavi. L'app combina la reportistica di vendita, l'analisi di mercato e gli strumenti di prospezione di Broadridge con la piattaforma Salesforce, consentendo al personale di vendita sul campo di accedere alla gestione dei contatti, all'automazione delle vendite e alle funzioni di identificazione delle opportunità. La soluzione si integra con gli strumenti di Sales Analytics, Market Analytics e Opportunity Hunter di Broadridge.
Broadridge Financial Solutions (NYSE: BR) ha lanzado Distribution Insights for Asset Managers en Salesforce AppExchange. Esta nueva solución proporciona a los equipos de ventas de gestión de activos un acceso inmediato a información útil y herramientas de flujo de trabajo de ventas para mejorar las tasas de conversión de ventas y aumentar los ingresos. La aplicación combina los informes de ventas, el análisis de mercado y las herramientas de prospección de Broadridge con la plataforma de Salesforce, permitiendo al personal de ventas de campo acceder a la gestión de contactos, la automatización de ventas y las funciones de identificación de oportunidades. La solución se integra con las herramientas de Sales Analytics, Market Analytics y Opportunity Hunter de Broadridge.
Broadridge Financial Solutions (NYSE: BR)가 Salesforce AppExchange에서 Distribution Insights for Asset Managers를 출시했습니다. 이 새로운 솔루션은 자산 관리 판매 팀에게 즉각적인 실행 가능한 통찰력과 판매 전환율을 향상시키고 수익을 성장시키기 위한 판매 워크플로 도구에 대한 액세스를 제공합니다. 이 앱은 Broadridge의 판매 보고, 시장 분석 및 발굴 도구를 Salesforce 플랫폼과 결합하여 현장 판매 직원이 연락처 관리, 판매 자동화 및 기회 식별 기능에 접근할 수 있도록 합니다. 이 솔루션은 Broadridge의 Sales Analytics, Market Analytics 및 Opportunity Hunter 도구와 통합됩니다.
Broadridge Financial Solutions (NYSE: BR) a lancé Distribution Insights for Asset Managers sur Salesforce AppExchange. Cette nouvelle solution permet aux équipes de vente en gestion d'actifs d'accéder immédiatement à des informations exploitables et à des outils de flux de travail de vente afin d'améliorer les taux de conversion des ventes et d'augmenter les revenus. L'application combine les rapports de vente, l'analyse de marché et les outils de prospection de Broadridge avec la plateforme Salesforce, permettant ainsi au personnel de vente sur le terrain d'accéder à la gestion des contacts, à l'automatisation des ventes et aux fonctionnalités d'identification des opportunités. La solution s'intègre aux outils d'analyse des ventes, d'analyse de marché et d'Opportunity Hunter de Broadridge.
Broadridge Financial Solutions (NYSE: BR) hat Distribution Insights for Asset Managers auf Salesforce AppExchange gestartet. Diese neue Lösung bietet den Vertriebsteams im Asset Management sofortigen Zugang zu verwertbaren Erkenntnissen und Vertriebsworkflow-Tools, um die Verkaufsabschlussquoten zu erhöhen und den Umsatz zu steigern. Die App kombiniert die Verkaufsberichte, Marktforschung und Akquise-Tools von Broadridge mit der Salesforce-Plattform, sodass das Vertriebsfeldpersonal auf die Kontaktverwaltung, Verkaufsautomatisierung und die Funktionen zur Identifizierung von Chancen zugreifen kann. Die Lösung integriert sich mit den Tools von Broadridge, darunter Sales Analytics, Market Analytics und Opportunity Hunter.
- Launch of new Distribution Insights platform on Salesforce AppExchange
- Integration with existing Broadridge analytics tools to enhance sales capabilities
- Potential for increased revenue through improved sales conversion rates
- None.
Insights
The launch of Distribution Insights on Salesforce AppExchange represents a strategic enhancement to Broadridge's data analytics capabilities. The integration with Salesforce's Data Cloud significantly expands the platform's utility for asset management sales teams. Key advantages include:
- Real-time access to sales analytics and market data
- Enhanced workflow automation for sales teams
- Improved opportunity identification capabilities
- Seamless integration with existing Salesforce infrastructure
While this product launch strengthens Broadridge's competitive position in the fintech space, its immediate revenue impact may be gradual. The solution primarily aims to improve existing client retention and upselling opportunities rather than creating an entirely new revenue stream. The focus on sales efficiency and data integration aligns well with industry trends toward digital transformation in financial services.
Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue
Broadridge Distribution Insights for Asset Managers is currently available on AppExchange at https://appexchange.salesforce.com/appxListingDetail?listingId=e5bd5692-e63b-409a-aba3-3ca7e5125e64.
Distribution Insights for Asset Managers on Salesforce
Distribution Insights for Asset Managers equips asset management sales teams with immediate access to accurate and actionable insights, providing sales workflow tools to win new flows and retain existing assets. Based on the output from Broadridge's powerful sales reporting, market analysis, and prospecting tools (Sales Analytics, Market Analytics, Opportunity Hunter), the solution is easy to configure, and enables customers to provide field sales personnel with contact management, sales automation and opportunity identification.
Comments on the News
"Our new Distribution Insights app, available on the AppExchange, is a cutting-edge combination of comprehensive sales and asset reporting, analytics, and Salesforce tools," said Dan Cwenar, President of Data and Analytics at Broadridge. "Wholesalers and national accounts sales teams at asset managers and issuers can use it to more effectively meet their sales goals by seamlessly accessing the information needed to analyze opportunities within their territories and set up effective meetings with their distribution partners' top producers."
"Distribution Insights for Asset Managers is a welcome addition to AppExchange, as it accelerates business transformation for customers by delivering seamless data connectivity between platforms and providing firms with the ability to easily unlock the value of the combined data set to empower distribution management and the wholesaler experience in the moments that matter," said Alice Steinglass, Executive Vice President and General Manager, Platform, Salesforce. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs."
Salesforce, AppExchange, Data Cloud and others are among the trademarks of Salesforce, inc.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than
Media Contact:
Matthew Luongo
Prosek Partners
+1 646-818-9279
mluongo@prosek.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/broadridge-announces-distribution-insights-for-asset-managers-on-salesforce-appexchange-302283105.html
SOURCE Broadridge Financial Solutions, Inc.
FAQ
What is Broadridge's new Distribution Insights platform on Salesforce AppExchange?
How does Broadridge's Distribution Insights platform benefit asset managers?
What features are included in Broadridge's (BR) Distribution Insights platform?
