Fintech Company Broadridge Financial Solutions Inc. (NYSE: BR) today announced a new strategic cooperation and investment of minorities in Wealthfeed, a cloud -based platform that utilizes AI capabilities for power production and deepening existing relationships for economic advisers.
The corporate relationship concentrates AI’s search and real time in real -time money with Broadridge’s marketing platform, helping consultants find, train and cultivate investors through basic life events.
“We are excited to work with Wealthfeed to equip consultants with the best tools to help them participate in the next generation of digital first investors,” said Mike Alexander, president of Broadridge Wealth Management. “This integration provides consultants with the digital tools needed to promote growth, release them to focus on personalization of services and to help investors achieve their financial goals, while boosting the growing network of Broadridge partners.”
Broadridge’s financial advisers’ marketing solution is alive as a formal operation on the Wealthfeed SAAS platform for RIA Independent Counselors, Offices and Businesses. This collaboration will enhance Wealthfeed’s production and search capabilities with high quality license and automated cultivation opportunities for consultants to deal with customers and prospects.
Utilizing WealthFeed’s ability to attend for move events, consultants will also be able to detect moments in time to pursue customers and prospects. Wealthfeed’s integrated database has also been enhanced by Broadridge’s Investorview data, providing predictive knowledge of potential investment assets of a perspective.
“Collaboration with Broadridge is a transformative moment for Wealthfeed and the advisers we serve. With the integration of our Money-in-Motion ideas in real-time with proven Broadridge digital commitment platform. Co -founder and CEO of Wealthfeed. “This integration converts data into action, allowing advisers to cultivate opportunities with personalized communication, deepen relationships and lead to measurable development.”
Broadridge’s investment will help to finance Wealthfeed rapid growth and extensive product route map. By connecting unique lead data sets with digital commitment and content marketing tools, Broadridge and Wealthfeed allow consultants to accelerate the acquisition of new customers and increase the maintenance of assets.
This partnership reflects the power of Broadridge’s enlarged ecosystem, which already includes leaders such as SalesForce, UPTIQ, Yourstake and Wix, along with other innovative businesses in safe partnerships, borrowing, data enrichment, practices management, marketing consultants and composition. Broadridge is mounted to help advisers and businesses accelerate growth and improve the results in a rapidly evolving landscape of wealth, gathering complementary capabilities, permitted by the flexibility of the open architecture platform, where businesses can easily combine their own fintech.