BRAC OR SCAS
These three are the target selling opportunities for SCAS.
Mutual funds, Asset managers, Hedge funds
This sales leader for SFCM that is best for routing or asking questions.
Who is Mike Airey?
Who would you route a qualified lead over to for BRCC Digital?
Who is Alyson Castillo?
OMS stands for this.
What is Order Management Solution?
This is the key word to listen for to know that someone is looking for Matrix.
Retirement
Who is the head sales leader for SCAS
Dara Vogelman
These are the three products that fall under the SFCM Suite
FinancePro, Anetics, 4sight
The competitive landscape for BRCC Digital includes this company.
What is RR Donnolley?
OMS would predominantly be sold to these two groups.
Hedge Funds and Traditional Asset Managers
This product would typically be Cross Sold with Broadridge’s Access Data.
Content Hub
What is the minimum number of advisors would we be looking for when selling BRAC?
150
What criteria does the sales professional look for when figuring out pricing?
What is number of users and number of locations?
While pitching BRCC Digital, this product would be best to cross sell.
What is Digital transformation/E-adoption
This person gets routed all of the leads for OMS.
Who is Russ Simon?
These three are the primary job titles that is targeted when selling Access Data.
What is Compliance, CFO, Investment operations?
What two are the main competitors to Broadridge’s Security Class Actions Solution?
Chicago Clearing & Battea
This is the Buy Side/Sell Side breakdown for clients.
what is 20% Buy Side 80% sell side.
This is the main selling point for BRCC digital.
What is The ability to compile all your bills into one, easily accessible, online platform.
This is the biggest difference between Broadridge’s OMS and the competitors
What is Everything is located on one single extensible platform?
These companies are the main competitors to Broadridge’s Access Data?
What is DST Wallet Share and Market Metrics?
In regards to BRAC, what is the customer retention rate over the past 4 years?
what is 94%
These are the three job tittles that get targeted when selling SFCM
What is Finance, Collateral Managers, Treasurers and Operations.
These three are the key features for BRCC Digital’s compliance aspect.
What is Archival and data management, Intelligent information management & Consulting services.
FIX connectivity means, regarding OMS.
What is Financial Information eXchange?
How many different mutual fund families does the Matrix Trust Company have access to?
what is 600?