eCards & Custom Emails

eCards & Custom Emails

Build and Nurture Client Relationships.

  • Save Time With Automated Ecards
    Our user-friendly eCard system makes it easy to keep in touch with clients and prospects throughout the year.
  • Premium Ecard Library
    Choose from library of cards, FINRA-reviewed content, or compose your own emails.
  • Highlight Your Brand
    Quickly add your logo, headshot and contact information to keep you top-of-mind.

Broadridge makes email marketing easy.

Simple to implement in 3 easy steps

STEP 1. Upload your contacts

You can choose to deliver messages to individuals or groups of contacts from your address book.

Built for busy advisors

  • Integrated compliance review
  • Automated “Set & Forget” Campaigns
  • Standard or video greeting cards
  • Custom email creation

STEP 2: Choose your content

Choose from an expansive library of cards, FINRA-reviewed content, or compose your own email.

Measure your success

Track the effectiveness of your email campaigns. We provide you with key analytics so you are able to gauge the success of each communication:

STEP 3: Schedule your emails.

Set up automatic greeting card campaigns so you never miss a holiday, birthday, or anniversary.

  • Emails opened
  • Email clicks
  • Date of email engagements
  • Contacts who engaged in emails

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834