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Broadridge Enhances Digital Marketing Solutions for Financial Advisors

In a strategic move to bolster its position in the fintech sector, Broadridge Financial Solutions, Inc. has unveiled a series of enhancements to its digital marketing suite. These updates are specifically designed to empower financial advisors and wealth management firms, enabling them to better connect with the evolving needs of investors. Presented on September 8, 2025, these features are set to revolutionize how advisors interact with their clients and promote their services.

One of the key components of this update involves a collaboration with Wix, renowned for its web development platform. With this partnership, Broadridge will provide its clients with advanced website-building tools that are both user-friendly and compliant with industry regulations. This enhancement allows advisors to create visually appealing, mobile-optimized websites without requiring extensive technical skills. The built-in compliance review processes ensure that all marketing materials meet regulatory standards, which is crucial in the heavily regulated financial services sector.

Addressing Investor Demands

As investor behavior continues to evolve, there is a growing expectation for personalized and digital experiences. A report from Broadridge highlights that a significant portion of advisors (62%) feel their current websites are not effective in generating leads, with many also lacking proactive personalization strategies to engage clients based on their interests and life events. As trillions of dollars transition to younger, tech-savvy investors—often referred to as the “great wealth transfer”—having a robust and engaging online presence has never been more critical.

Kristy Smith, General Manager of Broadridge Advisor Solutions, emphasized the importance of adapting to these changing demographics. She commented, "These enhancements will address the marketing and technology challenges advisors and wealth firms are facing and position advisors to be future-ready. The digital front door of advisors should facilitate a two-way exchange of insights while equipping them with the tools necessary to build lasting relationships with clients."

Next-Generation Advisor Websites

The updated website creation solution powered by Wix will include several features tailored to the needs of wealth management firms, such as:

• - Visually Engaging Designs: The platform will feature professionally designed templates that build trust and prompt action from potential investors.
• - Compliance Automation: Advisors can focus on content rather than worry about regulatory adherence, as compliance features are seamlessly integrated into the publishing process.
• - Scalability for Large Networks: For firms managing multiple advisors, this platform will allow for scalability and consistency across various websites.
• - SEO and Accessibility Integration: Built-in tools to enhance search engine visibility and ensure accessibility for all users, improving lead generation and client engagement.

Modern Video Marketing Tools

In addition to the website enhancements, Broadridge is also rolling out advanced video marketing solutions. Videos are increasingly recognized as a powerful medium for communication, and this new platform enables advisors to create high-quality, personalized video content quickly and affordably.

Features of the video marketing solution include:

• - Customizable Script Library: Advisors can access a collection of scripts on relevant topics that appeal to their audience, easing the content creation process.
• - In-Platform Recording Suite: Equipped with features like teleprompters and real-time editing capabilities, advisors can maintain high production standards.
• - Simplified Compliance Workflow: The video review process is streamlined, enabling faster approvals and quicker time to market.
• - Analytics Dashboard: Measure engagement and performance across video campaigns to optimize future marketing efforts effectively.

Broadridge's ongoing investments in innovation demonstrate its commitment to assisting financial advisors in meeting shifting client expectations. By integrating sophisticated technology solutions like these, Broadridge aims to transform traditional business processes in the financial services industry.

As a company deeply rooted in the financial technology sector, Broadridge garners trust through its extensive operational capabilities, processing billions of communications and transactions annually. This focus on innovation positions it as a pivotal player in facilitating growth and improving client experiences across financial advisory services. For more information about Broadridge and its latest offerings, visit www.broadridge.com.