About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

Broadridge Report Reveals Damage of Poor Personalised Communications

Subscribe to our newsletter

Broadridge Financial Solutions has released a rather telling report for those at financial institutions responsible for customer onboarding and client lifecycle management. The report shows that personalisation in communications can make a significant impact on customer loyalty. Some 35% of 3,004 consumers surveyed in the US and Canada said companies they use need to improve communication experiences, while 25% stopped doing business with a company specifically due to poorly personalised communications, a percentage that grows to 35% among millennials.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: MiFID II trading technology requirements – what’s worked and what hasn’t?

The incredible breadth of coverage of Markets in Financial Instruments Directive II (MiFID II) always meant there were going to be workarounds. Now that the implementation deadline of January 3, 2018 has passed, how did the marketplace fare in its attempts to comply, where was it successful, and which areas still need work? Listen to...

BLOG

Testing Industry Perceptions at Data Management Summit London

Every year at the A-Team Group Data Management Summit we take the pulse of the financial data and tech industry on a range of critical topics of the day. We do this through audience participation questions during the day-long event, urging delegates to interact with speakers and other participants via remote voting on salient questions....

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

The Data Management Challenges of Client Onboarding and KYC

This special report accompanies a webinar we held on the popular topic of The Data Management Challenges of Client Onboarding and KYC, discussing the data management challenges of client onboarding and KYC, and detailing new technology solutions that have the potential to automate and streamline onboarding and KYC processes. You can register here to get immediate...