U.S. Distribution Intelligence and Sales Analytics

Optimize distribution strategies and drive growth. Proprietary data and advanced analytics uncover hidden opportunities and inform precise advisor targeting. 

Sharpen your competitive edge

Sales reporting

Outsource complexity in sales data management and hygiene
Discover and analyze sales trends by product, territory, and wholesaler
Efficiently calculate and audit wholesaler commission payments

Unrivaled competitive intelligence

Track the changing preferences of your key distribution partners
Use data-driven insights to position products effectively in market
Benchmark asset flows and market share against peers

Sophisticated advisor targeting, segmentation, and scoring

Leverage detailed segmentation models to market and manage distribution effectively across distinct buying units
Employ advanced scoring models to prioritize engagement efforts based on impact and conversion likelihood
Track advisor intent signals to identify and engage prospects during their buying journey

Refine your distribution strategies and accelerate growth

Clients partnering with Broadridge on advisor scoring and segmentation experience a 100% increase in resource allocation to top tier advisors, a 4-10x improvement in email click-through rates, a 150% increase in sales desk campaigns, and a 300% increase in field focused campaigns.