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Broadridge Client Information Management

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Broadridge Client Information Management

    Score9 out of 10
    N/ABroadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A
    Pricing
    Broadridge Client Information Management
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Broadridge Client Information Management
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Broadridge Client Information Management
    Considered Both Products
    Broadridge
    Chose Broadridge Client Information Management
    Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress.
    We did also …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Broadridge Client Information Management
    Likelihood to Recommend
    9.0
    (1 ratings)