Case Study: Midsized Asset Management Firm achieves greater efficiency and cost savings with Broadridge ContentHub

Streamline Content Management and Distribution

Broadridge helped a midsized asset management firm address rising costs, regulatory pressure, and content distribution inefficiencies. Sales teams were using outdated materials, print and inventory expenses were climbing, and PDFs were being emailed without any way to track engagement. The firm needed a more efficient way to manage, produce, and distribute sales and marketing content.

Using Broadridge’s ContentHub with print-on-demand capabilities, the firm consolidated multiple content distribution and ordering platforms into one secure system. Broadridge enabled a larger POD catalog, converting 260 items and growing POD coverage from 12% to 49% in one year. The firm also cut warehouse fees by 42%, saving more than $50,000 annually, while improving custom kitting, sales-team usability, and overall distribution efficiency.