Technology
Digital Digest: The Latest Tech News – Broadridge Financial Solutions, WealthFeed
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The latest technology news in the wealth management sector from around the world.
Broadridge Financial Solutions, a US-listed group, has formed a strategic partnership and minority investment in WealthFeed, a platform using AI to drive lead generation and deepen existing relationships for financial advisors.
The partnership brings together WealthFeed's AI prospecting and real-time money-in-motion insights with Broadridge's AdvisorStream marketing platform.
Broadridge's financial advisor marketing solution is live as a standard feature within WealthFeed's SaaS platform for independent advisors, RIA home offices and enterprises, Broadridge said in a statement on Friday.
"We're excited to partner with WealthFeed to equip advisors with the best tools to help them engage the next generation of digital-first investors," Mike Alexander, president of Broadridge Wealth Management, said.
Broadridge's expanding partner ecosystem includes leaders such as Salesforce, Uptiq, YourStake and Wix.
This publication has spoken to Broadridge about its views on the use cases for AI in wealth management.