Meaningful connections convert more prospects. That’s why top advisors rely on cognitive computing to gain insight into what prospects want and need. Broadridge Smart Insights™ supports enhanced prospect profiles and automated content recommendations, so you can engage prospects more effectively.
Technological advancements have left consumers expecting more from every company, from massive retailors to small business owners. But with growing responsibilities, today’s advisor has less time to manage relationships and to connect with prospects. That’s where Smart Insights™ delivers, providing you the ability to continue to make those prompt, personal interactions without exhausting your already limited time:
Combining rich data, artificial intelligence, and your detailed financial knowledge creates powerful marketing possibilities. When you take advantage of Broadridge’s Intelligent Prospecting offerings, you gain access to: