For further insights and to read the full article, go to the InvestmentNews publication by clicking the link below.
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Broadridge’s Global Head of Product Development, Fred Dudan, discusses the importance of a personalized and intuitive experience between investor and adviser. “In a world where Amazon and Instagram know what consumers want before they do, investors have come to expect an experience with their advisers that is just as simple.” Dudan said. “To meet these new demands, advisers need to adapt their processes in ways that allow them to focus on personalization preferences and online behavioral data.”
For further insights and to read the full article, go to the InvestmentNews publication by clicking the link below.
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Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.