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Digital Information Onboarding

Transform client relationships with improved onboarding

Contact Us

Improve the capture, flow, storage, accessibility and management of client information with Broadridge Digital Information Onboarding. Enable high-velocity client onboarding and protect your client data across the entire relationship life cycle by eliminating paper and reducing risky integration layers.

Help your advisors deliver a better experience to their clients

Increase your speed to revenue by mitigating risk and ensuring in good order - before submitting forms. Improve ongoing relationship management from account opening and bulk uploads to asset transfer enabled forms, KYC updates and annual reviews.

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Supports All Forms
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Runs On Mobile Devices
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Re-Use Data Automatically
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Check Submissions
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Include Electronic Signatures
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Attach Digital Media
Video

Broadridge Digital Information Onboarding (Inform)

To advisors and clients, Inform is an easy, fast digital onboarding experience that makes onboarding flexible, portable, and pleasant.

How We Can Help

Transform client interactions with digital onboarding and eSignatures

75%
Of the errors were the result of missing data or signatures.
80K
Person hours lost a year to correct these issues.
80%
Of the document handling costs can be eliminated.

“$100 million was saved by one bank that went completely paperless across its entire system.”

IT World Canada
Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.
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Are Broker-Dealer Firms Wasting Time and Money Shuffling Paper?
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How Are You On-boarding New Clients?
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Fact Sheet
Broadridge Digital Information Onboarding
Learn how Broadridge Digital Information Onboarding can help your firm drive real business value.
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Wealth Management Firms

Enhance advisor marketing

Our advisor desktop solutions integrate with your back-office system to drive accuracy and efficiency, letting advisors spend more time focusing on their clients.
Advisor Content Communication Platform
Digital Information Onboarding
Advisor Websites
Advisor Resource Centre
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