Speaker: Hyper-personalization, behavioral insights, AI-generated next best action – these are all popular themes and trends we hear when it comes to innovation and investing in Wealth FinTech. All of that and more is available now and is real with Broadridge. We recognize that our clients need to differentiate when it comes to attracting, acquiring and retaining clients, as well as crossing the generational wealth transfer gap. We understand that personal beliefs and preferences, such as gender equality or environmental protection, drive an investor’s decisions in securities and assets to fund their retirement or children’s education. That is why we felt so strongly to build a new production solution that can capture investors’ values and provide transparency to them and their advisors on their overall alignment, or lack thereof, to those fundamental beliefs.

Ask yourself, “How are you capturing what is truly important to your clients beyond just their investments? Are you using value-based investing for lead generation or content marketing? How are you differentiating your business?” The future is here, Broadridge is ready. Come learn more and see how we can help your firm grow and meet the expectations that your clients want.