Digital Digest: The Latest Tech News – Envestnet, Salesforce, Broadridge

Editorial Staff

15 September 2023

to help wealth management firms scale their businesses and boost advisors’ productivity.

As a result of the pact, Broadridge's books and records data consolidation, securities lending and financial advisor marketing systems will be available to Salesforce Financial Services Cloud customers, Broadbridge said in a statement this week.

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, 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 SBL loans; and
-- Broadridge's AdvisorStream content marketing platform that streamlines digital marketing processes, enables advisors to see client engagement with AdvisorStream content, and allows advisors to share personalized communications with clients through their preferred channels.