Advisor prospecting and targeting data
Ignite sustainable growth with industry-leading advisor data. Uncover and attract your most valuable prospects with unique strategic, tactical, behavioral, and transaction insights.
Leverage intelligence to grow at scale
-
Get the industry’s most accurate advisor data, updated daily
-
Easily identify and quantify new opportunities
-
Enrich other Broadridge subscriptions with exclusive insights
-
Maximize interactions with real-time advisor intent signals
-
Track online activity for products, industry themes, and more
-
Create timely, relevant engagements that resonate
-
Identify and group advisors by key attributes
-
Prioritize marketing to valuable prospects
-
Align engagement strategies with business goals and evolving market needs
-
Populate contact records with reference data (email addresses, phone numbers, and more)
-
Access through our Salesforce-managed package
-
Engage prospective buyers using personalized behavioral data
Actionable advisor data for targeting and engagement
Fuel sales and CRM efforts with the up-to-date data that drives Broadridge solutions. Populate and expand your prospect pipeline with actionable advisor data and contact details. Spend less time researching and more time selling with comprehensive views of your target market.
Track advisor activity on your site, topics they research within industry publications, and the tickers they search for. Through advanced data science, we transform IP addresses into profiles of prospective buyers containing actionable, information-rich signals. A view into each advisor’s interests lets you rapidly move prospects through the lead funnel and personalize engagements.
Utilize advanced scoring models to prioritize engagement efforts based on potential impact and likelihood of conversions. Answer key questions regarding behavioral differences, value to your firm, willingness to add new funds, and more.
Assess trends with comprehensive daily transactional data and asset information. Identify top producers and prospects, capture changing dynamics, and more. Empower teams to make better decisions regarding product development, marketing, and sales.
Data delivery designed around your working style
Integrate dynamic data into the products and services you use every day. Universal IDs allow for seamless, unified intelligence across Broadridge Market Analytics, Sales Analytics, and more.
Flexible visualization tools
Explore and interpret your advisor universe using versatile dashboard analytics. Teams can quickly surface trends, segment prospects, and identify growth opportunities.
Snowflake delivery and data feeds
Establish a secure, virtual data warehouse connection via Snowflake, populated with Broadridge data, within your working environment.
Salesforce CRM App
Supercharge your CRM with Distribution Insights for Asset Managers, a Salesforce-managed package available on AppExchange. Enrich workflows with daily-refreshed advisor data, intuitive dashboards, and actionable intelligence.
AI-powered insights
Stay ahead of the curve with predictive analytics, smarter segmentation, and deeper opportunity recognition driven by advanced AI capabilities.
See opportunities from every angle
Only Broadridge offers the full picture. Find out how you can accelerate sales, build revenue, and increase productivity with data-driven precision.