The integration between Salesforce and Broadridge’s AdvisorStream helps financial advisors simplify client communication and deliver automated, personalized marketing without the hassle of managing and importing contact lists.
By connecting AdvisorStream’s content marketing platform with Salesforce, advisors can share relevant articles and updates while keeping client data and engagement history fully synchronized.
This integration gives teams a complete view of client interactions, helping advisors tailor follow‑ups and manage relationships more effectively.
- Keep Salesforce contacts automatically updated in AdvisorStream
- Gain visibility into engagement activity within client records
- Personalize communications based on client interests and behavior
- Streamline marketing workflows between both platforms
- Save time by eliminating manual exports or updates
