Broadridge Financial Solutions Inc. (NYSE:BR) has launched two solutions on the Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts.
Broadridge’s Securities Based Lending and AdvisorStream Digital Marketing solutions, which empower customers to scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity, are now integrated directly with Salesforce.
Broadridge’s securities-based lending (SBL) application enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans.
Broadridge’s AdvisorStream content marketing platform automates advisors digital marketing and communications, enables advisors to see client engagement with AdvisorStream content, and allows advisors to share…
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