In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for personalized financial education and the upcoming education hub designed to enhance financial literacy at scale.
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management