Case Study: LPL Financial achieves 3X more scheduled appointments and 500+ monthly meetings with Engageware

LPL Financial needed an appointment scheduling solution that was easy to deploy and would integrate with Salesforce

LPL Financial, the nation’s largest independent broker‑dealer with more than 16,000 advisors managing over $706 billion in assets, faced a growing operational bottleneck: recruiters and HR were losing days to back‑and‑forth scheduling via email, slowing onboarding, meetings and business development as the firm scaled.

LPL piloted and then rolled out Engageware’s scheduling platform—integrated with their customized Salesforce—to provide instant booking, automated invites, reminders and streamlined data flow to the right teams. Adoption was rapid, scheduled appointments tripled within months to an average of 500+ per month, administrative scheduling time fell significantly, and user feedback has been overwhelmingly positive.

LPL Financial

Cynthia Santana

Assistant Vice President, Business Systems