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Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

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Broadridge Financial Solutions Inc. has announced a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity.  Through this collaboration, Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will be available to Salesforce…

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