Digitize investor engagement with Wealth InFocus
Client-centric experiences lead to lasting relationships. Our omni-channel investor communications solution makes it easy to personalize messages and maintain compliance with maximum efficiency.
Holistic omni-channel outreach Â
Create client-centric experiences
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Connect through email, text, microsites, and print
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Deliver personalized interactive content
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Streamline account views
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Allow clients to securely contact advisors
Drive digital transformation
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Configure channel preferences
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Create exciting data visualizations
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Add personal QR codes to print materials
Minimize compliance and communications costs
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Accelerate content creation and delivery
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Rationalize communications strategies
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Reduce compliance risks
Consolidate key account and regulatory communications
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Present account details that matter most to investors
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Connect clients to proxy voting and corporate actions
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Provide disclosures and documents, such as Tailored Shareholder Reports
The better client experience
Differentiate advisor communications with account and regulatory messages designed to enhance investor engagement.
Easy-to-understand account details
Streamlined account views present clear holdings and transaction activity in a secure format.
Straightforward voting experiences
Investors can quickly express their views and interests, and easily take action, all in one place.
Quick access to essential information
Clients can download important materials, such as Tailored Shareholder Reports, prospectuses, and letters.
Bridging the gap to digital opt-ins
Investors receive pertinent performance details, complete with QR codes directing them to personalized microsites.
Insights & perspectives
PRESS RELEASE
Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group
PRESS RELEASE
Cetera Financial Group, First to Launch Broadridge Next-Gen Client Communications Experience, Leveraging Data and Analytics for Better Investor Engagement
REPORT
2024 CX & Communications Study
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