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Fact Sheet

Broadridge Smart InsightsTM

Sharpen prospecting. Maximize conversion.


  • Leverage actionable intelligence to win more business
  • Boost productivity and find the best prospects
  • Take actions based on a prospect’s wealth, goals and personal interests
  • Engage targets with meaningful, targeted content across every channel

Provide Information Your Prospects Want

Today’s empowered investors expect consistent, relevant engagement. Now you can turn prospects into clients faster by tapping into advanced analytics and Deep Learning technology. Broadridge Smart Insights—an innovative cognitive marketing platform—delivers the insight and resources you need to drive the personal connections investors demand.

Boost Acquisition Win Rates—And Productivity

You don’t have time to chase prospects that aren’t the right fit. Smart Insights automatically identifies prospect fit, interest level and engagement activity, so you can prioritize your time more effectively. Built-in artificial intelligence automatically selects the best content to send—to each prospect—at just the right time. One-click prospect management makes it easy to efficiently distribute content to any prospect, across any channel.

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