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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.

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Supports All Forms
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Runs On Mobile Devices
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Re-Use Data Automatically
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Check Submissions
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Include Electronic Signatures
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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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