Affinity CRM vs. Broadridge Client Information Management

Very well suited for venture capital or any firm where you are managing a lot of stakeholders that are in different groups.

Incentivized

This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.

Incentivized

• Organization
• Data Housing
• Exporting Data

Incentivized

• 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.

Incentivized

• More prompts to update and sort new connections
• More visual appeal on each listing on a list
• An Outlook desktop app plugin

Incentivized

• 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

Incentivized

We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.

Incentivized

Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.

Incentivized

Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, but its not needed for what I currently do.

Incentivized

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 review XTIVA but it was cumbersome when bringing in outside, direct data.

Incentivized

• Internal communication clarity
• Streamlined operations
• Ease of audit trails

Incentivized

• 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.

Incentivized