IDC Worldsource Insurance Network will also leverage Broadridge's AdvisorStream solution to boost client engagement and content marketing
Keeping on top of marketing and deepening engagement with prospective clients through content marketing is essential in today’s competitive wealth management environment.
With that in mind, Worldsource Wealth Management and IDC Worldsource Insurance Network – which were acquired by the Desjardins Group earlier this year - have partnered with Broadridge Financial Solutions to utilize its AdvisorStream automated digital marketing solution.
The all-in-one content marketing platform empowers advisors to adopt an omni-channel approach to their marketing and send the right communications to the right clients at the right time, using their preferred channels.
“As investor expectations and the nature of digital interactions evolve, the Canadian wealth management industry is going through extraordinary change and at Worldsource, we are excited as we continue to grow and expand our digital offerings.” said Doce Tomic, President of Worldsource Wealth Management.
Exclusive content
The platform leverages a library of exclusively-licensed content including media from leading North American publishers to deliver engaging content to prospective and existing clients and allow real-time conversations.
“AdvisorStream’s investor-centric approach to marketing provides Worldsource and IDC WIN with the digital tools they need to educate, engage and empower investors,” said Kevin Darlington, head of Broadridge Advisor Solutions. “Their advisors will soon be able to communicate directly with clients to drive engagement and grow their client relationships through each stage of the investor lifecycle.”
AdvisorStream is part of the Broadridge Wealth Platform of digital content and engagement tools.
