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Retirement CX

Re-imagine the participant experience for a digital world

Contact Us

Make a real impact when you engage with retirement plan participants. Broadridge helps you deliver targeted and relevant digital communications for each participant’s journey, all while leveraging data management and real-time analytics to reduce costs and increase response.

A comprehensive suite of communication solutions from a single interface

Improve the participant experience while streamlining costs and reducing complex administration. Broadridge manages the full lifecycle of plan communications with the speed and automation of digital transformation.

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Conversion Campaigns
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Enrollment Experiences
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Rollover Journeys
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Participant journey maps: An end-to-end experience

From enrollment to retirement, automate personalized content and journeys with adaptive workflows using multi-channel touchpoints. Design participant journey maps at scale, focusing on delivering the right information, in the right amount, at the right time.

Learn more about Broadridge’s Retirement CX solution for Retirement Services Providers

Sophisticated Functionality. Simple Operation.

Retirement CX data management simplifies a host of complex, logistical challenges.

  • Single interface to improve plan administrators’ and participants’ experience
  • Manage retirement plans and participants from a single source of truth
  • Consolidate and standardize data across plans
  • Leverage real-time insights to continuously improve the participant journey

Automated Workflows

Create automated workflows to simplify plan administration and communication.

  • Identify the appropriate next step in communications based on historical behavior
  • Improve enrollment workflows with automated reminders to only those participants who don’t respond
  • Guide participant actions throughout their retirement journey

Total Transparency

Capture and leverage real-time insights to continuously improve the participant journey.

  • Leverage analytics and business insights for more confident decisions
  • See the content channels and materials that participants interact with – and when the next communication will be triggered

Built-In Efficiency and Security

Re-usable components and situation-based triggers help improve the plan administrator’s experience.

  • Reduce workflow costs for administrators
  • Increase response rates for participants
  • Ensure data privacy, security, and compliance integrity
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Retirement CX – Reimagining the Participant Experience

An industry-specific, highly scalable platform, Retirement CX streamlines your digital marketing so you can manage thousands of plan sponsor brands and provide each with a dynamic digital experience.

How We Can Help

Improve outcomes while lowering costs and time to market

65M
Retirement participants receive communications through Broadridge.
30M
Retirement accounts custodied on our platform.
21
Of the top 25 Recordkeepers use Broadridge for communications.
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Reimagine the participant experience for a digital world
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2020 CX and Communications Trends for Financial Services
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Break free from legacy technology with Retirement CX
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Top 401 Retirement Advisers Listing from the FT
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what’s next for you

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Retirement Services Providers

Maximize participant engagement

Broadridge offers a suite of products designed to help you improve participant outcomes, stay compliant and educate plan participants.
Retirement CX
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