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Client Information Management

Transform client relationships with improved onboarding

Improve the capture, flow, storage, accessibility and management of client information with Broadridge Inform. 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.

Supports All Forms

Runs On Mobile Devices

Re-Use Data Automatically

Check Submissions

Include Electronic Signatures

Attach Digital Media

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%

Errors resulting from missing data or signatures.

Infographic

How Are You On-boarding New Clients?

Fact Sheet

Broadridge Digital Information Onboarding

Learn how Broadridge Digital Information Onboarding can help your firm drive real business value.

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