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Rendez vos conseillers plus efficaces grâce à Smart Advisor®, la plateforme de communication pour les conseillers de Broadridge. Il s’agit d’une solution de bureau numérique innovante qui permet aux conseillers d’accéder à des documents pertinents et de les fournir aux investisseurs pour les communications réglementaires et de conformité ainsi que les campagnes de marketing.

Renforcez l’engagement des investisseurs grâce à des communications ciblées

Envoyez des documents de marketing ou de conformité en fonction des préférences de livraison des clients et utilisez des outils avancés de conformité et de rapport d’activité pour suivre les communications jusqu’à l’investisseur individuel.

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Aborde les règles de l’étape 3 du PDV
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Permet la divulgation de la prévente de MRCC2
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Suit la livraison des documents
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Offre une interface facile à utiliser
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Permet des campagnes ciblées
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Inclut des fonctions de rapport approfondies
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Rendez vos conseillers plus efficaces grâce à Smart Advisor, la plateforme de communication pour les conseillers de Broadridge.

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During RRSP season, documents per month sent by advisors to investors with Smart Advisor®.
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Recent Insights from the Wealth Industry

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