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eCards and Email Marketing

Stay top of mind with emails and eCards

Send automated emails with useful content as well as greeting cards for birthdays, anniversaries, holidays and more. Our email solutions save you time, ensure you regularly get in front of your clients and strengthen connections with prospects.

Add a personal touch to your client communications

User-friendly email marketing and electronic greeting cards automate the outreach process, including reviewing content for compliance and tracking and analyzing your activity.

Easy to Use
Custom Email Creation
Integrated Compliance Review
Tracking and Reporting Tools
Free Technical Support
New Content Regularly Added

Choose From Email or eCard Marketing Solutions

Email Marketing

Schedule and conduct automated drip campaigns

  • Stores your marketing and communications in an electronic "file cabinet"
  • Schedule and send emails, greeting cards, event invitations and other communications ahead of time, on a set-and-send basis or set on automated monthly tracks
  • Choose from a FINRA-reviewed content library, including newsletters, calculators and videos
  • Track and report results with analytics tools

eCard Marketing

Build email campaigns with content from our Resource Center

  • Create and design your own emails, custom greeting cards and event invitations
  • Send emails to individuals or groups of contacts
  • Subscribe to Advisor Resource Center for Broadridge content
  • Use analytics to track opens, click-through rates and more

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