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Member Acquisition

Enhance marketing and sales, empower agents and brokers, and engage members

From meeting brand and regulatory requirements to distributing content across channels, your communications can be created by marketing, reviewed by compliance and presented by sales.

Included Products

Omni-channel Delivery

Leverage world-class print and postal technology that supports relevant messaging while accelerating adoption of digital channels, including email, SMS, microsites, online banking and more.

see product

Empower Agents and Brokers

Agents and brokers can deliver customized materials that integrate with your CRM and other back-end payer solutions.

see product

Direct Marketing

Attract and engage members and patients while simplifying your direct marketing efforts.

Reporting Dashboards

Access and analyze metrics on cost savings and business efficiency gains.

see product

Customization

Create employer, member and patient materials according to your business rules.

Flexible Implementation Models

Choose the implementation option that works best – from virtually out of the box to custom.

Member Acquisition Communications

Identification, sales and pre-enrollment kits
Brochures and flyers
Product education materials
Direct marketing
Regulatory documents and forms

See Product Specifications

Video

Digitally Transform Your Member and Patient Communications

Find out how the Broadridge Communications Cloud^SM makes it easy for healthcare payers and providers to create, deliver and manage omni-channel communications.

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15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

Segment Title

Solution Title