Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients.
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Is Your Client Relationship Strong Enough to Weather a Pandemic?
How advisors can build in retention in the digital age.
Managing Director & Canadian Sales, Broadridge Financial Solutions
For many advisors, client retention may be the biggest challenge to growth of Assets Under Management (AUM). According to a recent study from Broadridge, 77% of North American financial advisors report that they have lost business as a result of not having the proper technology tools to interact with clients, which is troubling as the pandemic has brought on increased communication between advisors and their clients.
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Broadridge, a global Fintech leader with over $4.5 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, data and intelligence solutions that help transform their businesses.