Distribution Insights for Asset Managers

Increase sales conversion rates and grow revenue with an integrated view of the data and analytical outputs from Broadridge’s distribution solutions: Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter.

Based on the output from Broadridge’s powerful Distribution Insights Platform, this CRM integration solution is easy to configure and enables Salesforce administrators to provide field sales personnel with contact management, sales automation, and opportunity identification.

• Distribution Teams have access to the best tools for analyzing market share and sales trends.
• Individuals can customize their view to evaluate sales performance by channel,

territory, and line of business.

• Product and Marketing Teams have consolidated data at their fingertips,

making it easier to identify and develop opportunities to introduce new products and campaigns.