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From Free Lunch To CX: A Digital Non-Cash Compensation Portal for The Age of Reg BI


As the need explodes for financial advisors to increase their services – and emotional support – to clients during today’s challenges, the importance of non-cash compensation in their professional development has grown exponentially.

Far beyond yesterday’s “free lunch,” sponsored asset management events offer client-centric advisors a valuable way to expand their knowledge of trends, regulations and portfolio themes.

HOW NON-CASH COMPENSATION IS ALLOCATED HOWEVER IS A GROWING TOPIC OF INTEREST FOR REGULATORS

The right answer can depend on how an event is valued and how a firm utilizes these allocations

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Determining which amount is correct through traditional, manual spread sheet approaches can take away time and attention better spent on personalizing the client’s experience.

RECONCILING EVENTS AND RECOLLECTIONS WITH SHAREHOLDER EXPENSES CAN PUT YOU BETWEEN A ROCK AND A HARD PLACE – BETWEEN YOUR ADVISORS AND PRODUCT VENDORS

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Consider a better way to reconcile non-cash compensation throughout your eco-system.


DISCOVER BROADRIDGE’S NON-CASH COMPENSATION WEB PORTAL SOLUTION

See how a single digital portal can optimize reconciliation and empower your wealth management team.

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MAKE THE SWITCH TO BROADRIDGE’S NON-CASH COMPENSATION SOLUTION

Advisors have told survey interviewers for decades they spend too much time on recordkeeping. Broadridge’s non-cash compensation web portal solution offers them a digital pathway to providing better service to the clients they have – and the additional time they need to acquire a few more.


READY FOR NEXT? BROADRIDGE IS READY TO IMPLEMENT.

To learn more about Broadridge’s Non-Cash Compensation solution, contact Broadridge today. CONTACT: Dan Mezaros


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