Largest independent broker-dealer in the United States builds client lifecycle management solution with Appway
Client Onboarding Experience
is streamlined and easy to navigateE-signature Integration
for fully digital end-to-end process10,000 Requests
processed per day30,000 Users
LPL Financial, the largest independent broker-dealer in the United States, has developed a streamlined client lifecycle management solution for the firm’s 33,000 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.
Key Highlights from LPL Financial's Success Story
- 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
Anthony Perkins, Executive Vice President of Technology Product Development
