Personalized communication helps strengthen relationships by making every interaction more relevant to the investor. It shows an understanding of individual interests rather than relying on one-size-fits-all messaging.

42% of investors say their advisor could provide greater value through more personalized communication.

For investor communication this means:

• Tailor messages around investor interests financial goals and life events.
• Consistent personalization helps reinforce value beyond portfolio performance.

• Personalization works best when messages reflect interests, goals and life stages.
• Relevant communication can help each touchpoint feel more timely and meaningful.

Saving time is about simplifying repetitive marketing tasks without sacrificing quality. AI can help accelerate content creation while keeping you in control of the final message.

Keep these best practices in mind:

• Start with AI-generated drafts instead of writing every communication from scratch.
• Personalize the tone messaging and keywords before sending.
• Use AI across newsletters emails and other communication channels for greater efficiency.

Relevant communication begins with understanding what matters most to investors. AI helps connect timely information with topics that align with individual interests.

Here are a few ways to improve relevance:

• Recommend content based on investor interests and engagement.
• Incorporate keywords themes and upcoming events into communications.
• Create communications that encourage meaningful conversations instead of one-way updates.

Better communication starts with better insights. AI can identify engagement patterns that make future outreach more relevant and timely.

This helps you:

• Discover the topics investors engage with most.
• Recognize interests and life events that create opportunities to reconnect.
• Share recommendations that reflect what investors are already interested in reading.

AI becomes more valuable when it fits into the processes already used to review and approve communications. Keeping AI-generated marketing within existing compliance workflows helps improve efficiency without changing established oversight.

Here are a few ways to support compliant marketing:

• Generate AI-powered newsletters and emails that can be reviewed edited and submitted through existing compliance workflows.
• Maintain the same submission approval and tracking process used for other communications.
• AI tools are designed to support existing home office compliance processes so teams can adopt AI without introducing separate review workflows.

Marketing becomes easier when content creation investor insights and compliance work together in one experience.

Broadridge helps you:

• Generate personalized newsletters emails and other communications in seconds using AI while keeping full control to edit the tone messaging subject line keywords and personalization details.
• Understand what matters most to investors by identifying their interests and life events through AI-powered reporting helping uncover opportunities to reach out and uncover new revenue.
• Receive timely content recommendations based on what investors are already engaging with making every communication more relevant.
• Create communications across multiple channels including newsletters emails and social media using AI-powered messaging.
• Keep AI-generated communications within existing compliance workflows so submissions reviews and approvals remain part of your established process.