Direct Marketing

Build stronger relationships with members and drive revenue

The buying landscape has changed. Direct marketing isn't about mass communicating with members. It's about creating unique experiences for each individual and providing the information they need to support their wellness journey.

Provide members with personalized messaging about their health and care with modular direct marketing solutions

Expand your marketing potential. Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that increases member satisfaction and improves return on your marketing investment.

Data Cleansing and Appending

Marketing Database Management

Design Expertise

Omni-Channel Execution

Postal Optimization

Response Tracking and Analysis

Graphic: EOB with contact and social media information

Graphic: Postcard reminder to schedule an appointment

Graphic: Envelope with sticker on the outside

Reach your members and your goals by leveraging existing print communications

Leverage your bills and statements by including callout areas to encourage engagement and maximize wellness outreach efforts.

State-of-the-Art Direct Marketing Tools and Expertise

Direct Marketing Solutions

Direct marketing solutions support the wellness journey

Direct mail, inserts, custom envelopes, eAdoption solutions, self-mailers
High-quality solutions with competitive pricing
One source to handle complete production with a single point of contact
Exact specifications for packaging, labeling and bar code requirements
Mock-ups prepared in advance for internal testing prior to offset print delivery

Direct Marketing Experts

Leverage our expertise

Create and manage lists that match your objectives
Develop databases that grow with you
Determine the best platform, stock, and finish
Postal compliance design advice for postcards, self-mailers, envelopes, etc.
Digital channel design and delivery expertise

See Product Specifications

Video

Reimagine Communications

Reimagine essential communications as an opportunity to drive member engagement, efficiencies and business results.

How We Can Help

A robust platform, delivering 5B+ communications annually

Transactional printer.

80%+

North American households reached.

40+

Patents for technology innovations issued by U.S. Patent and Trademark Office.

eBook

Uncovering Member Insights

Resource

Communications Insights

Article

Broadridge Recognized by Fast Company for "Most Important Interfaces of 2017"

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Communications Consulting Communications Consulting

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Professional ServicesProfessional Services

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You

Get client support

Thank You