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Intelligent Prospecting

Sharpen prospecting to optimize 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 InsightsTM supports enhanced prospect profiles and automated content recommendations to help advisors engage more effectively.

The actionable intelligence advisors 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
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