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Case Study

Leading Investment Services Firm Saves Time and Money with Rapid Onboarding

Quick and easy onboarding of communications drives cost savings and efficiencies.

A leading U.S. investment services firm with more than $3 trillion in client assets and 1.5 million corporate retirement plan participants wanted to grow their business through direct mail. They needed a more efficient, cost-effective way to produce and deliver approximately 400,000 letters to reach new customers. Learn how the firm saved time and money with Broadridge's patented onboarding technology and approach.