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About Broadridge

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 with our digital content delivery platform.

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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

  • Create, update, retrieve, and delete customers’ delivery preferences in real-time
  • Manage customer content and delivery instructions, including notification preferences
  • Register customers to receive digital content through one or more digital delivery channels
  • Ingest digital content destined for customers from various brands

  • Match content to specific customers
  • Implement either REST APIs or Broadridge-hosted web pages
  • Help address compliance requirements

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