Wealth InFocus: Investor communications platform

Communications from Financial firms are drowning investors in a sea of information. A barrage of statements, confirmations, and marketing material create information overload, making it difficult for customers to find the critical information they need. This can lead to frustration and missed opportunities. Wealth inFocus set out to solve that by cutting through the clutter by delivering the most relevant information, in an omni-channel manner, exactly when it's needed.

Uniquely designed from the perspective of the investor and their relationships with the advisor and firm, Wealth InFocus transforms digital and print communications and increases investor engagement. The next-gen experience consolidates and presents key information across accounts and communications (statements, confirmations, proxy notices, and prospectuses) in one centralized experience.

Investors can easily access critical details, contact advisors, gain insights, and manage action items – all through a secure and convenient platform accessible via email, text messages, and interactive microsites.

Wealth inFocus achieved significant traction, onboarding major clients and driving millions in new revenue for Broadridge.

The product also resonated extremely well with investors. According to an initial survey conducted by one of the pilot clients of Wealth inFocus:

78% feel that the new approach toward wealth communications provides a better digital experience

88% of respondents would like to receive Wealth InFocus digital communications on an ongoing basis