Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Additional Broadridge resource:
Your submission has been received. We will contact you soon.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Your submission has been received. One of our customer service representatives will contact you soon.
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.