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Intelligent Prospecting

Sharpen your prospecting and boost conversions

Meaningful connections convert more prospects. That’s why top advisors rely on cognitive computing to gain insight into what prospects want and need. Broadridge Smart Insights™ supports enhanced prospect profiles and automated content recommendations, so you can engage prospects more effectively.

The actionable intelligence you need to win new business

Our cognitive marketing tool combines artificial intelligence with advanced analytics and deep learning technology to help advisors identify prospects and deliver more relevant content — automatically.

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Prospect Wealth Level
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Prospect Compatibility
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Prospect Wealth Objectives
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Best Action Recommendation
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Automatic Content Matching
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Multi-channel Publishing
Video

The Power of Better Connections

See how rich data and AI can turn prospects into clients faster and easier than ever before.

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