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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Identity and Preference Management

Gain a single view of customer identities and preferences

Collect customer data and attributes for simplified and centralized identity validation and communication preferences.

Validate customer identities and manage preferences

Simplify and centralize identity validation and customer preferences with our digital content delivery platform.

Identity Credentials Collection

Collect Customer Preferences

Establish Business Rules

Single Customer View

Multiple Content Types

Manage Paper Suppression

Streamline the management of consumer profiles

Gain a single customer view and minimize data inconsistencies by managing the identities of your customers’ associated attributes and preferences across all channels and lines of business.

Create, update, retrieve, and delete customers’ delivery preferences in real-time
Manage customer content and delivery instructions, including notification preferences
Register customers to receive digital content through one or more digital delivery channels
Ingest digital content destined for customers from various brands

Match content to specific customers
Implement either REST APIs or Broadridge-hosted web pages
Help address compliance requirements

See Product Specifications

Video

Use Your Communications to Grow Your Business

Resource

Communications Insights

Resource

Communications and CX Consulting

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22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Fact Sheets

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics