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Consumer Preference and Profile Management

Verify customer identities and efficiently manage their preferences

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 retail banks build better connections, capture attention and increase brand loyalty by enabling customers to securely manage their own delivery instructions.

Construct comprehensive customer profiles

Combine customer information with data derived from their use of channels and third-party sources to generate comprehensive individual profiles to guide the delivery of relevant communications that meet their needs.

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Validate Consumer Identities
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Simplify Preference Management
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Manage Paper Suppression
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Maintain Consumer Profiles
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Support Brands with Hosted UI
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Address Compliance Needs

Build and Oversee Optimal Customer Profiles

Customer Preference and Profile Management

Supporting all channels, all customers

  • Validates customer identities and empowers them to maintain their profile information
  • Manages delivery and notification preferences across channels


  • Supports enterprise, business-unit and document-type levels
  • Aggregates customer preferences into a single view for insight
  • Integrates with print to suppress appropriate paper documents

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

North American households reached.
Brands trust Broadridge to deliver their essential communications.
U.S. consumers connect to the channels in the Communications Cloud.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities 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.