Client Onboarding Experienceis streamlined and easy to navigate
E-signature Integrationfor fully digital end-to-end process
10,000 Requestsprocessed per day
30,000 Users
LPL Financial, the largest independent broker-dealer in the United States, has developed a streamlined client lifecycle management solution for the firm’s 30,000 users. The solution, built in partnership with Appway, provides an end-to-end digital experience on LPL’s ClientWorks platform for financial advisors and their staff.
To hear LPL Financial's story live, join our next conference Appway Sphere for Financial Services on Sept 25 in New York.
To hear LPL Financial's story live, join our next conference Appway Sphere for Financial Services on Sept 25 in New York.
Anthony Perkins, Executive Vice President of Technology Product Development
Key Highlights from LPL Financial's Success Story
Get the full story of LPL’s success
- Digitalization significantly increased advisor productivity
- Back office transaction carries client context throughout the workflow
- Selective disclosure and visual prompts ensure accuracy
- Integrates with separate application services (including e-signature and edit checks to prevent customer errors)
- Information is actionable faster than ever – anytime, anywhere, and on any device
Get the full story of LPL’s success
