Case Study: LPL Financial achieves greater brand consistency and faster compliance with Deluxe Branded Marketing

LPL Financial Implements Deluxe Branded Marketing

LPL Financial, the nation’s leading independent broker-dealer serving over 16,000 financial professionals and about 700 financial institutions, needed a scalable way to manage customer engagement, brand consistency, and strict compliance requirements without overloading internal teams. The company partnered with Deluxe and its Branded Marketing solutions to better support marketing initiatives across its network.

With Deluxe Brand Center, LPL Financial was able to quickly create and distribute approved brand materials, streamline compliance, and improve marketing execution. Deluxe helped drive a 26% increase in average monthly users in 2020, nearly 300 site visits per day, faster turnaround times for collateral, greater internal efficiency, and substantial savings through an optimized compliance process.

LPL Financial