Back to Investments and Wealth Forum - Fort Lauderdale

Lisa Grossman

Global Head of Marketing for Wealth, Broadridge

Ed Talk 1:Unlocking Growth and Productivity with AI and tech-enabled Personalization

Ever wondered what it would take for wealth management to offer the same level of personalization as Netflix, Pandora, or Amazon? In this session, Tifin partners, Eric Weiss and Niharika Shah will share case studies that highlight the use of AI and data science to personalize client experiences from prospecting to proposals and from planning to portfolios.  Attendees will walk away with practical examples of how technology can make personalization easy and increase client conversion, retention and referrals.


Lisa Grossman is an accomplished marketer with more than 20 years of experience developing client-focused messaging and integrated brand-building campaigns to grow revenue. She has a unique blend of marketing expertise, deep financial services knowledge, and creative flair. As the global head of marketing for the wealth segment at Broadridge, Ms. Grossman is responsible for the overall marketing strategy for this growing franchise and bringing to market the next-generation industry WealthTech platform that uniquely addresses wealth management firms’ need to transform their technology and business models. In this role, she oversees plan development, messaging, and both traditional and digital paid, owned, and earned channel activations. Ms. Grossman began her career at Bear Stearns, then J.P. Morgan where she led crisis communications to key accounts during the financial crisis. She later joined Merrill Lynch and spent 11 years with Bank of America/Merrill Lynch, heading up product marketing and sales support for their wealth and investment management business. The broad scope of this role included positioning solutions, platforms, and intellectual capital to financial advisors and their clients globally. Work led by Ms. Grossman and her teams have earned various industry awards and she was named a Rising Star in Financial Marketing by Gramercy Institute. She earned her BA from Tufts University, completed the Securities Industry Institute at Wharton, and holds both Series 7 and Series 66 FINRA licenses.