LPL Financial achieves $72K in training cost savings and 30% higher course completions with SumTotal Systems
LPL Financial
Andi Campbell
Director of Education & Consulting
B2B Case Studies Featuring LPL Financial as the Customer
Explore case studies featuring LPL Financial as the customer — learn how vendors and partners helped LPL Financial solve real business challenges.
Case Studies
Showing 14 Success Stories about Software and Services used by LPL Financial
LPL Financial Uses IDEA To Conduct IT Audits And Help Achieve Regulatory Compliance
LPL Financial
Tim Smith
CPA/CITP, CISA, CISSP, AVP, Internal Audit
LPL Financial - Customer Case Study
LPL Financial achieves 30% faster account openings and 60% fewer document errors with DocuSign
LPL Financial
Pamela Schmitz
Registered Representative
LPL Financial streamlines client lifecycle management with Appway
LPL Financial
Anthony Perkins
Executive VP Technology Product Development
LPL Financial achieves a 415,000 sq ft consolidated campus and $30M in savings with Cresa
LPL Financial achieves award-winning, cost-efficient, and employee-pleasing HQ with Cresa
LPL Financial achieves 94% faster agent training and 25% fewer call transfers with NICE Systems' CXone
LPL Financial
Wayne Bogan
Vice President of Service, Trading & Operations
LPL Financial achieves compliant advisor scheduling with OnceHub
LPL Financial
Rob Pettman
Executive Vice President, Products and Platforms
LPL Financial achieves 3X more scheduled appointments and 500+ monthly meetings with Engageware
LPL Financial
Cynthia Santana
Assistant Vice President, Business Systems
LPL Financial achieves 80% faster account onboarding with WorkFusion
LPL Financial
Deepika Chopra
Senior Vice President Business Reinvention
LPL Financial achieves greater brand consistency and faster compliance with Deluxe Branded Marketing
LPL Financial improves search accuracy with GraphAware Hume
LPL Financial
Mayank Gupta
Senior Vice President for data
LPL Financial boosts advisor productivity with Box AI
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