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 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.
Anthony Perkins, Executive Vice President of Technology Product Development
Key Highlights from LPL Financial's Success Story
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- 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
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