The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge

Case Study

Precise RIA Data Drove Higher Sales

Precise RIA Data Drove Higher Sales

A global investment management firm was finding it challenging to pinpoint new sales opportunities in the Registered Investment Advisors (RIA) channel. After trying a variety of data and analytics solutions, they were frustrated. They weren’t able to obtain the depth of data necessary to precision-target RIAs. They were also forced to piece together different data sets, which impacted accuracy and was labor-intensive and time-consuming.