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Broadridge Distribution Insight & Marketing Automation from Broadridge Financial Solutions
Analytics-driven platform for mutual fund distribution. Provides automated marketing campaign management, intermediary engagement tracking, fund analytics, and compliance-approved communications tailored for asset managers.
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Product analysis by function
Marketing Automation Platforms for Distribution & Sales
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
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Campaign Management
(0 Yes /0 Known /12 Possible features)
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Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
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Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
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A/B Testing Functionality for split testing elements such as subject lines or offers. |
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Segmentation Ability to segment audiences based on attributes or behaviors. |
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Personalization Dynamic modification of content within campaigns based on user data. |
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Template Library A pre-built library of campaign and email templates. |
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Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
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Version Control Ability to manage revisions and restore previous versions of campaigns. |
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Campaign Cloning Quick duplication and re-use of previous campaigns. |
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Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
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Campaign Capacity Maximum number of simultaneous campaigns supported. |
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Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
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Lead Management & Nurturing
(0 Yes /0 Known /11 Possible features)
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Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
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Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
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Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
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CRM Integration Native or API connections to CRM systems for seamless lead handover. |
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Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
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Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
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Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
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Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
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Workflow Triggers Event-based automation for lead engagement or notifications. |
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Lead Assignment Automated routing of leads to sales or relationship managers. |
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Lead Database Size Maximum number of leads supported in the platform. |
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Analytics & Reporting
(0 Yes /0 Known /11 Possible features)
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Real-time Dashboards Instant visualizations of campaign and lead data. |
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Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
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Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
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ROI Tracking Measurement of the financial return for each campaign or channel. |
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Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
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Export Options Download reports in multiple formats (CSV, XLS, PDF). |
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Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
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KPI Monitoring Tracking and alerting of marketing key performance indicators. |
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Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
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Analytics API Programmatic access to analytics data for third-party tools. |
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Report Generation Speed Average time required to generate a report. |
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Integration & Connectivity
(0 Yes /0 Known /10 Possible features)
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Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
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Open API Access Availability of application programming interfaces for custom connections. |
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Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
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Fund Platform Integration Connection to fund management and distribution systems. |
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Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
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Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
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Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
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Marketing Data Warehousing Centralized storage for structured marketing data. |
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Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
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Single Sign-On (SSO) Integration with corporate authentication systems. |
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User Management & Collaboration
(0 Yes /0 Known /7 Possible features)
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Role-based Access Control Customisable permissions and user roles for security and process management. |
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User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
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Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
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Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
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Team Task Assignment Delegation of tasks or campaign steps to teammates. |
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Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
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User Capacity Number of users that can simultaneously access the platform. |
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Personalization & Dynamic Content
(0 Yes /0 Known /6 Possible features)
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Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
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Dynamic Web Content Show different website experiences based on client segment or behavior. |
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Recommendation Engine AI-driven recommendations for investment products or educational resources. |
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Conditional Messaging Automated display of content based on rules/triggers. |
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Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
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Multi-language Support Personalized communications in multiple global languages. |
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Regulatory Compliance & Security
(0 Yes /0 Known /8 Possible features)
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Consent Management Capture and manage client communication preferences and regulatory consents. |
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GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
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Audit Trails Recordkeeping of all user, system, and client actions. |
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Data Encryption Encryption of data at rest and in transit. |
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Role-based Permissions Granular user access controls based on roles. |
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Data Retention Policies Automated enforcement of data retention and purging policies. |
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PII Data Masking Masking of personally identifiable information in UI and exports. |
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Access Logging Monitoring and logging all data access and changes. |
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Journey Orchestration & Automation
(0 Yes /0 Known /6 Possible features)
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Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
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Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
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Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
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Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
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Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
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Journey Length Supported Maximum number of steps or events within a single customer journey. |
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Content Management
(0 Yes /0 Known /9 Possible features)
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Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
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Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
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Document Version Control Track changes and revert to prior versions of documents. |
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Approval Workflows for Content Structured process for internal content review and signoff. |
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Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
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Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
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Branding Controls Enforce corporate brand guidelines through templates and permissions. |
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Digital Rights Management Control the usage and distribution rights of digital assets. |
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Content Repository Size Total storage allocated for content assets. |
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Data Quality & Management
(0 Yes /0 Known /9 Possible features)
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Data Validation Automated checks to ensure records are entered in the correct format. |
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Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
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Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
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Custom Field Support Support for a wide variety of field types and custom records. |
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Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
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Change History Tracking Complete record of data modifications for audit and troubleshooting. |
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Data Access API Available APIs for accessing data programmatically. |
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Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
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Data Storage Capacity Maximum database size for all customer and marketing data. |
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Support & Training
(0 Yes /0 Known /8 Possible features)
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24/7 Support Availability Access to technical support and troubleshooting around the clock. |
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Onboarding Services Guided onboarding and setup assistance for new customers. |
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Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
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Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
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User Training Webinars Regularly-held training for platform end-users. |
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In-app Guidance Contextual help and walkthroughs within the application interface. |
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Support Response SLA Published service level agreement for support response time. |
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Community Forums Access to a user community for sharing tips and best practices. |
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