Accelerating Digital Transformation With a Scalable Website Program

The Challenge

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:

• Uniqueness: A customized website for each financial professional
• Modern design: With visuals that encourage engagement and interactivity
• Cost savings: Optimized cost ownership, including savings gained by new template development efficiencies
• Oversight: Program management–level compliance and branding responsibility
• Accessibility: Digital content accessible to individuals of all abilities
• Flexibility: Home office oversight while allowing financial professionals to maintain their own sites

The Solution

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:

• Clients who benefit from access to a robust array of digital services and information, as well as access to expert guidance of financial professionals
• Financial professionals who require access to the technology to communicate targeted messages that introduce new prospects to their professional capabilities and experience
• Home office managers who need to monitor activity and expenses through dashboards that provide compliance oversight, content controls and analytical summaries of each professional’s activities

The Result

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.

Broadridge Website Manager Implementation Process

• Weekly check-ins: Progress overviews and periodic meetings keep home office users and their Broadridge team on the same page every day
• New templates: Robust, new scalable templates replace a firm’s legacy content and use a modern design that is unique and easy to navigate
• Compliance control and management oversight: Each firm gains a robust menu of management tools for monitoring website content
• E-boots “on-the-ground”: Broadridge consultants provide the collaborative digital and content expertise where and when a firm’s team needs it most

Is Your Current Website a Growth Engine?

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.