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About Broadridge

Taking a Minute to Reimagine Communications

Automating Forms-Driven Communications

Video Transcript

Hi all, Matt Swain here to take a minute to share how you can simplify, digitalize, and automate your forms-driven communications. With our new solution, our clients are enhancing customer and user experiences, improving completeness and accuracy, and driving cost savings!

Let's be honest, we're long overdue to replace burdensome, manual processes with a guided, bidirectional digital experience.

To give you an idea of its capabilities, here are three things you can do with our new solution:

  1. Increasing forms completion and accuracy while connecting front-end experiences with back-end technology and processes
  2. Reducing friction by pre-filling information, automating calculations, integrating e-signatures, and communicating on the channels customers prefer
  3. Tailoring content and workflows, using self-service tools, to ensure the right data is collected at every step in the process while satisfying regulatory and security requirements

Reach out if you want a demo and to learn how you can take your forms to the next level. Thanks for taking a minute!

Ready to simplify, digitalize, and automate your forms-driven communications, making it easy for customers to file a claim, open an account, apply for a loan, make financial decisions, and more? 

  • Replace burdensome, manual processes with a guided, bidirectional digital experience 
  • Increase form completion and accuracy, improve the customer experience, and reduce errors by pre-filling information, automating calculations, and integrating e-signatures  
  • Tailor content and workflows, using self-service tools, to ensure the right data is collected at every step in the process while satisfying regulatory and security requirements  
  • Replace print, mail, and fax with an automated, digital flow through a single API call 
  • Decrease costs – paper and postage, labor, technical, etc. 

A top-tier P&C insurer used our solution to digitalize their claims and communications management to reduce the time and cost of opening, processing, and closing claims. They were able to improve the customer and user experiences and drive operational efficiencies. The insurer noted the following key outcomes: “An increase in cyber security, a more efficient form completion process, and a reduction in mail notifications.”

Ready for a demo? Contact us and let’s talk about how you can make your communications more valuable.   

Let’s talk about what’s next for you

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

Want to speak with a sales representative?

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+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC