Document Composition

Send personalized, relevant communications that get results

Target customers and create personalized content with self-service tools. By leveraging the communications your customers read most – bills and statements – you can demonstrate value to your customers with relevant offers and information, improving the customer experience and your bottom line.

Create, design and deliver print communications that make an impact

Whether it's sending a client letter or executing a multi-faceted campaign, our document composition tools make it easy to create content, define your target audience and manage your communications.

Self-service Interface

Pre-defined Templates

Supports all Document Types

Content Libraries

Approval Workflows

Integrated with Broadridge Production Controls

Personalize content on your transactional, marketing and compliance communications

Create engaging communications using easy-to-use tools and pre-defined templates without the need for ongoing IT resources.

Engage Customers With Impactful Communications

Document Composition

Create customer communications that get results

Develop and manage multiple content types (e.g., text, graphics, inserts and hyperlinks)
Prioritize content to ensure the most important message is presented to each customer

Perform pre-production testing and validation
Configure approval workflows based on specific business user requirements
Integrated with Broadridge print/mail operations and archival for greater efficiency

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

Transactional printer.

80%+

North American households reached.

40+

Patents for technology innovations issued by U.S. Patent and Trademark Office.

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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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

Composition and Publishing for Legal Documents

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

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

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Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Rapid Onboarding

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

Trading Platforms

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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Document Composition