Broadridge Client Information Management Adaptability
Use Cases and Deployment Scope
This is used for client information management as well as timely client updates. I am able to update information and it can be seen and reviewed by my client in real time. Also this integrates with compliance so immediate reviews and educational publications are distributed on a timely basis. No delay is caused on the information flow side.
Pros
- Interfaces with client view on mobile devices
- Strong library of compliance approved marketing materials
- Several methods of sorting, reporting, and documenting are available to the user.
Cons
- Better customization of labelling would be helpful on reports
- Alert notification of chosen activities could be implemented
- A favorites of certain functions would be helpful to streamline navigation
Most Important Features
- The remote functions have been great
- Library of marketing materials for client use.
- Client statement and tax reporting accessibility.
Return on Investment
- Positive in that many marketing services are available that I had once paid to receive.
- Positive in the data collection service for performance reporting as a time saver
- Positive in retrieval of statements, tax reports on an annual and archive basis.
Alternatives Considered
Artisan Infrastructure
Other Software Used
Microsoft 365, Adobe Acrobat