Worldsource taps Broadridge’s AdvisorStream to engage with investors in real-time

Rick Steves

“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.”

Worldsource has partnered with Broadridge to help its advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

Its subsidiaries, Worldsource Wealth Management and IDC Worldsource Insurance Network Inc., will leverage Broadridge’s AdvisorStream for its omni-channel approach to empower advisors to send pertinent communications to clients at the right time through their preferred channels.

The all-in-one content marketing platform gives advisors the ability to engage in real-time, two-way interaction with clients and prospects to cultivate their networks and grow existing client relationships.

AdvisorStream’s library of content is exclusively licensed from the world’s most trusted providers, including leading North American publishers, and helps drive increased brand visibility for advisors. It is also aligned with the Canadian Online News Act, or Bill C-18, which governs the licensing requirements for content.

AdvisorStream offers tools to educate, engage and empower investors

Doce Tomic, President of Worldsource Wealth Management, said: “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. We look forward to leveraging the full suite of Broadridge’s AdvisorStream platform to deepen advisor connections with clients and prospects through hyper-relevant content.”

Phil Marsillo, President and CEO, IDC WIN, commented: “Our objective is to provide the innovative services and tools that advisors need in today’s digital-focused world. Clients want informed, consistent and personalized communication with their advisor. AdvisorStream’s intuitive platform and impressive content can help our advisors deliver those communications in thoughtful, intentional ways while being scalable to adjust to the advisor’s needs.”

Kevin Darlington, Head of Broadridge Advisor Solutions, added: “AdvisorStream’s investor-centric approach to marketing provides Worldsource and IDC WIN with the digital tools they need to educate, engage and empower investors. 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.”

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