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. Read more.

Consumer Preference and Profile Management

Verify consumer identities and manage preferences efficiently

Consumer Preference and Profile Management from Broadridge streamlines customer profile management — from initial identity validation to the capture, maintenance and audit of their preferences across all channels. Plus, it helps insurance companies build better connections, capture attention and increase brand loyalty by enabling customers to securely manage their own delivery instructions.

Build comprehensive consumer profiles

Combine customer information with data derived from their use of channels and third-party sources to generate comprehensive and consensual profiles that help you to better understand their needs and deliver communications when, where and how they prefer.

Validate Consumer Identities

Simplify Preference Management

Manage Paper Suppression

Maintain Consumer Profiles

Support Brands with Hosted UI

Address Compliance Needs

Securely verify identities with validators and protocols

Upon submission of information, customer identities are verified with leading third-party validators and an out-of-band management facility.

Build and Oversee Optimal Customer Profiles

Consumer Preference and Profile Management

Supporting all channels, all customers

Validates customer identities and empowers them to maintain their profile information, including preferences for paperless delivery of bills, policies, notices and letters
Manages delivery and notification preferences across all channels

Supports control at the enterprise, business-unit and document-type level
Aggregates customer preferences into a single view for consolidated insight
Integrates with print to suppress paper documents for reduced costs

See Product Specifications

Video

Reimagine Communications

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

How We Can Help

A robust platform, delivering 5B+ communications annually

80%+

North American households reached.

5K+

Brands trust Broadridge to deliver their essential communications.

95%

U.S. consumers connect to the channels in the Communications Cloud.

Communications CX: Insights and Implications

Report

CX Insights to Connect With Customers

Resource

Communications Insights

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 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