Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Modernize and automate inbound and outbound account transfer processing
Traditional account transfers have been a persistent headache for the financial industry. Manual processes, multiple data updates in different systems and a lack of automation have plagued the system, leading to delays, errors and frustration for investors, advisors, and professionals.
The Broadridge Account Transfer Solution replaces manual and screen-based account transfer functions with a single platform, which enables seamless transfers across all lines of business to provide:
The Account Transfer Solution leverages proven workflow and an open API strategy to modernize inbound and outbound transfer processing. The solution gives operations leaders immediate transparency on transfer status and processing issues. It facilitates T+1 transfers between intra-Financial Institutions mutual fund, deposit and securities dealers. It supports the replacement of paper forms with digital transfer requests. This solution allows dealers to create a single enterprise center of excellence to support branch and operations processing of accounts transfers regardless of financial institution choice of onboarding, BPM tools or CRM tools.
Supports stand-alone and multi-dealer organizations.
Now is the time to modernize legacy systems and gain a competitive edge. Don’t miss the opportunity, the cost of inaction is significant.
Contact Us about what’s next for youContact Us
Our representatives and specialists are ready with the solutions you need to advance your business.