Consumer Preference and Profile Management

Verify consumer identities and manage preferences efficiently

Streamline the management of consumer profiles – from initial identity validation to the capture, maintenance and audit of consumer preferences across all channels. Enabling consumers to securely manage their delivery instructions builds better connections, captures their attention and increases brand loyalty.

Build comprehensive consumer profiles

Combines consumer information with data derived from their use of channels and third-party sources to generate comprehensive profiles that will enable you to better understand and deliver communications that meet their needs.

Validate Consumer Identities

Simplify Preference Management

Manage Paper Suppression

Maintain Consumer Profiles

Support Brands with Hosted UI

Address Compliance Needs

Verify identities with identification validators and security protocols

Once consumers submit their information, their identities are verified with leading third-party validators and an out-of-band management facility.

Build and Oversee Optimal Consumer Profiles

Consumer Preference and Profile Management

Supporting all channels, all customers

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

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

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.

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

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

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

Composition and Publishing for Legal Documents

Connectivity