LPL Financial Maximizes Brand Consistency with Deluxe Branded Marketing

Over 16,000 financial professionals and approximately 700 financial institutions rely on LPL Financial to reach their full potential. As the nation’s leading independent broker-dealer, LPL Financial supplies them with an integrated platform of proprietary technology and brokerage and investment advisor services.

The Challenge

Constantly on the lookout for new ways to engage customers, large financial companies find themselves spending an inordinate amount of time and labor creating, executing and managing customer engagement initiatives. The result is often a costly program that overwhelmingly underperforms. Add to this the fact that each piece of content that enters the market needs to meet stringent compliance requirements, and companies find they can’t move quickly enough to make their programs succeed. What they need is a scalable solution that helps manage their brand and compliance while engaging sales agents and being able to track usage — all without overwhelming their internal teams.

The Solution

The Deluxe Brand Center offered solutions to fit a variety of needs. For example, using the Deluxe Brand Center, advisors were able to create and distribute approved brand materials quickly. LPL Financial saw average monthly users increase 26 percent in 2020, with nearly 300 site visits per day.

26%

increase in average monthly users, with nearly 300 site visits per day.

Business Impact

When you’re the nation’s leading broker-dealer, you’ve earned that spot by utilizing the very best solutions for your business and, in fact, your entire industry. By implementing the Deluxe Brand Center, they’ve been able to:

• Maximize brand consistency 
• Realize substantial savings by optimizing the compliance process
• Improve turnaround times for marketing collateral going to market
• Create internal efficiency through managed service for scale