Broadridge Client Information Management vs. IQProspects™

Broadridge Client Information Management

3 Reviews and Ratings

IQProspects™

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Broadridge Client Information Management	Score9 out of 10	N/A	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.	N/A
IQProspects™	N/A	N/A	IQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module includes sales pipeline management and workflow so that every deal can be processed quickly. A mobile app for Apple iPhone, Apple iPad, and Android phone is available to mobilize your salesforce.	N/A

Pricing

Broadridge Client Information Management

IQProspects™

No answers on this topic

No answers on this topic

Pricing Offerings
Broadridge Client Information Management	IQProspects™
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	Broadridge Client Information Management	IQProspects™
Likelihood to Recommend	9.0 (1 ratings)	- (0 ratings)

User Testimonials
	Broadridge Client Information Management	IQProspects™
Likelihood to Recommend	Broadridge 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 Dom Pullano PRESIDENT Read full review	Quest Analytics No answers on this topic
Pros	Broadridge 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 Dom Pullano PRESIDENT Read full review	Quest Analytics No answers on this topic
Cons	Broadridge 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 Dom Pullano PRESIDENT Read full review	Quest Analytics No answers on this topic
Alternatives Considered	Broadridge 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 Dom Pullano PRESIDENT Read full review	Quest Analytics No answers on this topic
Return on Investment	Broadridge 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 Dom Pullano PRESIDENT Read full review	Quest Analytics No answers on this topic
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