Name: Broadridge Client Information Management
Rating: 9 (3 reviews)
Author: Broadridge

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Enterprise

Accounting

Accounts Receivable

Budgeting and Forecasting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Storage

Data Fabric

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

IoT Security

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

SOA Application Gateways

Software Components

Software-Defined WAN

Web Content Filtering

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Analytics

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Architecture

Last Mile Delivery

Legal Case Management

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

360 View

360 View (inBusiness Services)

Q4 Desktop

Q4, Inc

Wolters Kluwer CCH ProSystem fx

Wolters Kluwer

Total Expert

Redtail CRM

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

DealCloud

Intapp

Junxure

AdvisorEngine

CRMnext

CRMNEXT (Acidaes Solutions)

Backstop

Backstop Solutions Group

Broadridge 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.

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Broadridge Client Information Management

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Likelihood to Recommend

Broadridge

Artisan Infrastructure

Adobe Acrobat

Microsoft 365

Anytime Collect

PRESIDENT

Broadridge Client Information Management 2023-04-05 10:29:01

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

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.

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.

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

The remote functions have been great
Library of marketing materials for client use.
Client statement and tax reporting accessibility.

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.

Broadridge Client Information Management

Overview

What is Broadridge Client Information Management?