Case Study: Leading U.S. Investment Services Firm achieves 75% faster onboarding with Broadridge Rapid Onboarding

Leading Investment Services Firm Saves Time and Money with Broadridge’s Rapid Onboarding Solution

Leading U.S. Investment Services Firm, a long-time Broadridge customer serving over $3 trillion in client assets, needed a faster and more cost-effective way to produce and deliver about 400,000 direct mail letters. The firm was concerned that changing its mail production process would require unbudgeted expense and lengthy implementation time, so it turned to Broadridge and its Rapid Onboarding solution.

Broadridge’s Rapid Onboarding used high-performance computing and AI to extract and field data without requiring changes to document software or formats. The result was onboarding that was 75% faster, with lower postal costs and savings that exceeded expectations. Broadridge also helped the firm consolidate vendors and improve delivery speed and client experience, with plans to onboard additional communications in the future.