Improve communications with your customers.

Broadridge FluentSM is a new service that allows financial firms to improve communications with their customers. Fluent enables consumers to choose their communications channels, offers content and digital asset management and provides reporting and insight—delivering a better consumer experience, brand control and cost savings.



Key Features

  • Emerging Channels – Support for numerous digital channels. From websites, to advisor and client service platforms, to email and digital mail.

  • Preference & Consent Management – Capture preferences through any channel allow customers to define the scope of those preferences at the account, firm, industry or customer level.

  • Insight – Enterprise wide, see the delivery status and use of communications by clients to all divisions of the firm including advisors, operations, marketing and client service teams.

  • Consumer Experience – Take advantage of the interactive nature of these channels while at the same time ensuring a consistent brand and message.

  • Flexibility – The platform works with existing infrastructure, as well as with new and emerging channels.

 

Communication Trends in
Financial Services



Challenges and Opportunities for
the Investment Industry

News & Related Content


4.22.2013 - Press Release

Broadridge Partners with Zumbox to Transform the $20 Billion Financial Services Firms Spend Annually on Customer Communications

10.23.2012 - Press Release

Broadridge and Pitney Bowes Announce Financial Services Industry Support for Volly™

9.20.2012 - Press Release

Broadridge Launches Transformative Client Communications Service for Financial Services Firms

White Paper

Transforming Customer Engagements in a Digital World

White Paper

PWC: How Digital Mail Can Reduce Customer Communication Costs

Volly™ by Pitney Bowes, a new digital mail service



Contact Broadridge


With 50 years of experience, Broadridge sets
the standard for financial services operations, processing $4 trillion in fixed income and
equities instruments daily.

North America: +1 888 237 1900



Close X


Broadridge and Pitney Bowes Announce Financial Services Industry Support for Volly™

LAKE SUCCESS, N.Y., October 23, 2012 Broadridge Financial Solutions, Inc. (NYSE:BR) and Pitney Bowes Inc. (NYSE:PBI) announced today that Morgan Stanley Wealth Management and UBS Financial Services have each indicated their support for the Volly secure digital delivery system from Pitney Bowes.

These financial services firms plan on utilizing the Broadridge FluentSM service, which enables communication through the channels of their customers’ choosing and also facilitates the distribution of communications through the Volly service.  Within this platform, Broadridge has developed services and applications that build upon the core Volly platform to deliver an enhanced communications experience.  The Broadridge Fluent service addresses additional requirements required by the financial services industry, including preference and consent management, content and compliance management, insight analytics, and audit tracking.

Using the Volly secure digital delivery service, consumers will be able to receive, view, organize, manage, pay and store bills, statements and other content from the companies with which they do business. The Volly service consolidates information from multiple providers, reducing the consumer’s need to visit multiple websites. The Volly service is free to consumers and provides companies the opportunity to dramatically reduce their costs while increasing consumer engagement with their brands. 

The Volly secure digital delivery service was announced to mailers in the United States in early 2011. Since then, more than 50 large mailers in the U.S. have signed up to offer the service, representing thousands of consumer brands and billions of pieces of mail. Australia Post has also selected the Volly system as the technology platform for its digital mailbox service.   

Doug DeSchutter, President, U. S. Regulatory and Digital Communications, Broadridge, said, “Our clients recognize that there are more ways than ever to communicate with their customers, and they are pursuing innovative, technology-driven solutions to efficiently and effectively enhance their customer relationships.  The Broadridge Fluentservice enables financial services firms to provide choice to their customer in terms of how and where to receive information, while simultaneously allowing these firms to control the experience and branding through a secure platform specifically designed for the financial services industry.”

Chuck Cordray, President of Pitney Bowes Volly, echoed this sentiment: “We are very pleased to see that these large, prestigious financial services firms recognize the value of the Pitney Bowes and Broadridge collaboration. The unique assets that we bring to the financial services industry will accelerate consumer adoption of digital delivery for even the most sensitive financial documents. We look forward to launching Volly to consumers and including the important digital content these blue-chip companies provide to their clients.”

About Broadridge

Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America, processes more than $4.5 trillion in fixed income and equity trades per day, and saves companies billions annually through its technology solutions.

For more information about Broadridge, please visit www.broadridge.com.

About Pitney Bowes

Delivering more than 90 years of invention, Pitney Bowes provides business communications software, mailing systems and services that integrate physical and digital communications channels. Long known for making its customers more productive, Pitney Bowes is increasingly helping other companies grow their business through advanced customer communications management. Pitney Bowes is a $5.3 billion company with 29,000 employees worldwide.

Pitney Bowes: Every connection is a new opportunity™. www.pb.com

 

Media Contacts

Kelly M. Howard                                                                                               

Broadridge                                                       

+1-212-981-1347                                                           

kelly.howard@broadridge.com              

 

Lolita Verny-Acosta

Pitney Bowes

+1-203-351-6861

Lolita.Vernyacosta@pb.com

Close X


Broadridge Launches Transformative Client Communications Service for Financial Services Firms

New service enables consumers to select preferred channels, while allowing firms to manage and customize underlying content and messaging


LAKE SUCCESS, N.Y, September 20, 2012Broadridge Financial Solutions (NYSE:BR), the world’s leading investor communications company, today announces the launch of Broadridge FluentSM, a new service that significantly improves communications between financial services firms and their customers. Broadridge Fluent enhances customer engagement by enabling firms to distribute marketing, transactional and regulatory communications to their clients’ preferred delivery channels with enhanced insight and interactive capabilities.

Broadridge Fluent builds upon existing Broadridge print mail and e-delivery services to support communications across a variety of channels, including firm websites, advisor portals, and emerging digital mail services. Key features include emerging channels, preference and consent management, enhanced insight and interactive communications. Components of Broadridge Fluent are currently in use by more than 20 financial services institutions.

“Digital has changed how consumers communicate and how they access and digest content,” said Doug DeSchutter, President, U.S. Regulatory and Digital Communications at Broadridge. “Advances across tablet and mobile devices, software applications, and data connectivity have led to changes in how consumers talk with friends, read books, watch movies, and listen to music. And the same shift is happening with mail and traditional brand-based communications. Financial services firms have a terrific opportunity to embrace these advances, engage consumers using the channels of their choosing, and ultimately make communications much more effective and efficient.”

The Broadridge platform is delivered as a Platform As A Service (PAAS) to allow for cost reduction while eliminating a lengthy integration process. Key capabilities of the Broadridge Fluent platform include:

  • Emerging Channels - the Broadridge Fluent platform provides an integrated solution across traditional channels like print, e-delivery and firm websites, alongside emerging channels like advisor and client service platforms and digital mail. As new channels continue to emerge, the platform will expand to support these channels without requiring additional development or added expense for Broadridge’s clients.

  • Preference & Consent Management – the Broadridge platform contains a robust preference and consent management capability allowing firms to capture preferences through any channel and utilize those preferences at the Account, Firm, Industry or Consumer level.

  • Enhanced Insight – Broadridge Fluent provides insight to the delivery status and use of communications by clients to all divisions of the firm including advisors, client service and operations teams.

  • Interactive Communications – Broadridge Fluent allows firms to take advantage of the interactive nature of new communication channels. This interactivity allows regulatory and transactional communications to be converted into relationship-enhancing opportunities.
Broadridge has been the leader in investor communications for nearly 40 years. In 2011 alone, Broadridge distributed over 1.8 billion digital and printed communications on behalf of public companies, mutual funds, banks and brokerage firms. Broadridge has been a pioneer in preference management, maintaining a preference database of over 65 million accounts on behalf of the firm's clients, and is a premier provider of print-based communications, representing approximately 1% of all US first class mail.

About Broadridge
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions.

 

Media Contacts

Kelly M. Howard

Broadridge

+212-981-1347

kelly.howard@broadridge.com

 

Krista Eccleston

Edelman

+212-704-4438

krista.eccleston@edelman.com