Client Information ManagementBroadridge
Improve the capture, flow, storage, accessibility and management of client information with Broadridge Inform. Enable high-velocity client onboarding and protect your client data across the entire relationship life cycle by eliminating paper and reducing risky integration layers.
Vendor
Broadridge
Company Website
Product details
Help your advisors deliver a better experience to their clients
Increase your speed to revenue by mitigating risk and ensuring good order before submitting forms. Improve ongoing relationship management from account opening and bulk uploads to asset transfer-enabled forms, KYC updates and annual reviews.
- Supports All Forms
- Runs on Mobile Devices
- Reuse Data Automatically
- Check Submissions
- Include Electronic Signatures
- Attach Digital Media
Features
- Centralized Data Repository: Provides a single, unified platform for storing and managing client information.
- Data Accuracy and Integrity: Ensures high levels of data accuracy and integrity through validation and cleansing processes.
- Regulatory Compliance: Helps meet regulatory requirements with comprehensive data governance and reporting tools.
- Advanced Analytics: Utilizes advanced analytics to derive actionable insights from client data.
- Integration with CRM Systems: Seamlessly integrates with existing CRM systems to enhance data accessibility and usability.