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As wealth managers accelerate their technological transformation, the demand for financial professionals and agents to have their own digital presence is heating up. But developing marketing personas for financial professionals can be hampered by insufficient technology that restrains website templates and online applications from being continually refreshed. For one U.S.-based wealth management firm, it was time to find a more flexible, scalable solution.
Using its current website development system, the firm would be required to deploy substantial resources for extensive development work each time new digital templates were created. The firm needed a scalable website development program for its home office and financial professionals that would offer:
The firm’s management was committed to selecting a single, holistic website platform built on a flexible application that would provide professionals and clients with abundant resources — both digital and human.
Its search for a scalable website template program that it wouldn’t outgrow led the firm to Broadridge Website Manager, a website management engine backed by the knowledge and experience of Broadridge.
With Website Manager capabilities and expert consultation from the Broadridge team, the firm could establish a new website program to deliver an engaging, consistently branded presence to its primary constituencies:
Website Manager gave the firm administrative control to provide timely, targeted content featured on its financial professionals’ sites, along with strong branding and high-quality design standards. The firm succeeded in equipping their financial professionals with an optimal way to “keep it personal,” while growing their businesses at a digital distance.
And thanks to Broadridge’s established website transition process, project initiation to website production happened in less than five months.
Seventy-seven percent of financial professionals report lost business due to underperforming technology tools – don’t let your website program be one of them. Does your current website program check these boxes?
If you check fewer than six boxes, consider exploring Broadridge Website Manager.