Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Preference Management

Verify member and patient identities and manage preferences efficiently

Make it easy for members and patients to securely manage their communication preferences – from validating their identities to selecting their channel preferences.

Build comprehensive member and patient profiles

Combine member and patient information with data derived from their use of channels and third-party sources to generate comprehensive profiles that help you deliver relevant communications.

Validate Identities

Simplify Preference Management

Manage Paper Suppression

Maintain Profiles

Support your brand with hosted UI

Meet Regulations

Verify identities with identification validators and security protocols

Once a member or patient submits their information, their identity is verified with third-party validators and an out-of-band management facility.

Preference Management

Manages notification and delivery preferences across communication channels
Allows members and patients to maintain their own profiles to increase the deliverability of your communications
Supports enterprise, business-unit and document-type levels
Aggregates preferences into a single view to provide insights
Integrates with print channels to reduce printing requirements and costs

See Product Specifications

How We Can Help

A robust platform, delivering 5B+ communications annually

138M

Consumers receive a communication from Broadridge.

5K+

Brands trust Broadridge to deliver their essential communications.

100+

Patents and pending applications for technology innovations.

Infographic

2020 CX and Communications Trends for Healthcare

Communications CX: Insights and Implications

Report

2020 CX and Communications Trends

Resource

Communications Insights

Podcast

Reimagining Communications with Matt Swain

eBook

Healthcare Communications – From Required to Inspired

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 healthcare expertise and communication solutions you need.

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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

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

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Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

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Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

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

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

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Preference Management

Verify member and patient identities and manage preferences efficiently

Build comprehensive member and patient profiles

Combine member and patient information with data derived from their use of channels and third-party sources to generate comprehensive profiles that help you deliver relevant communications.

Once a member or patient submits their information, their identity is verified with third-party validators and an out-of-band management facility.