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Omni-channel Identity and Preference Management

Gain a single view of customer identities and preferences

Collect customer data and attributes for simplified and centralized identity validation and communication preferences.

Validate customer identities and manage preferences

Simplify and centralize identity validation and customer preferences across your enterprise and lines of business.

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Identity Credentials Collection
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Collect Customer Preferences
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Establish Business Rules
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Single Customer View
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Multiple Content Types
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Manage Paper Suppression

  • Gain a single customer view by managing the identities of your customers’ associated attributes and preferences across all channels and lines of business
  • Include any customer attribute as a preference; for example, define the business rules to ensure “John Smith” is also recognized as “Jonathon Smith” and “Jack Smith”

  • The flexible architecture gives you the ability to add any type of attribute and expand to any need or data element
  • Verify identities with identity validators and security protocols
  • Implement either RESTful APIs or Broadridge-hosted web pages
  • Help address compliance requirements

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