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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.
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