Email Contact Phone Company Visit Website

New York, USA Office

605 Third Avenue
New York
NY
US

Boston, USA Office

320 Congress Street 7th Floor
Boston
MA
US

New Jersey, USA Office

2 Journal Square Plaza
Jersey City
NJ
US

Telephone

+44 207 551 3000

Contact

Marketing
[email protected]
Back to all Broadridge Financial Solutions announcements

Matrix Financial Solutions Re-launches Matrix U; Targeted on Helping Financial Services Providers Accelerate the Growth of Their Retirement Plan Business

New Program to Focus on Sales Enablement and Education for Financial Services Professionals

Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE:BR) company, has re-launched its popular Matrix U program as an educational resource bringing industry experts and thought leaders together for the benefit of financial advisors, third-party administrators (TPAs), broker-dealer firms and mutual fund wholesalers. As part of the re-launch, Matrix U will feature live and on-demand webinars, on-site workshops and educational materials, all focusing on helping financial services professionals to stay abreast of the latest trends and how to leverage current market conditions to grow their businesses.

“Matrix U is all about sales enablement and execution,” said John Moody, President, Matrix Financial Solutions. “Whether it’s a discussion on the latest industry regulations, trends or workflow processes, Matrix U is all about helping organizations align all of its resources so that the right information and tools are in place and can be delivered in a way that is relevant to each unique selling situation.”

“As we continue to penetrate the broker-dealer space and work with more RIAs, we see the need for a resource like Matrix U; a program that can help them navigate the complex sales process and ensure that the latest information on regulations and trends, among others, is available. Matrix U is uniquely positioned to be the go-to resource for the financial services community,” added Mr. Moody.

In addition to providing the tools and resources financial services professionals need to compete and grow their businesses in this ever changing environment, Matrix U will also offer certified courses that qualify for various CE credits, including ASPPA, NIPA, CFP, CRPS and CRPC.