Client story

LPL Financial streamlines advisor onboarding

LPL Financial partners with Capgemini for advisor onboarding transformation

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Client:

LPL Financial

Region:

North America

Industry:

Banking and capital markets

Capgemini and LPL Financial leveraged Salesforce Financial Services Cloud to design a modern advisor recruitment workflow and system, unifying teams and improving efficiency by 25%

Client challenge: LPL Financial, the leading independent broker dealer in the US, experienced growing complexity in its advisor onboarding process and wanted to move away from legacy systems and siloed operations.

Solution: LPL partnered with Capgemini to launch Project Unite, a strategic initiative leveraging Salesforce FS Cloud to create a federated, unified onboarding platform, ensuring a consistent, streamlined experience.

Benefits:

Up to 25% more efficient onboarding
Improved handoffs and collaboration between internal teams
Enhanced compliance, data trust, and process transparency

The financial services industry is increasingly prioritizing streamlined onboarding processes to attract and retain top advisor talent. LPL Financial wanted to achieve this by modernizing technology, optimizing processes, and enhancing data integrity to support scalable growth.

LPL’s commitment to transformation, supported by Capgemini’s expertise, resulted in a modern onboarding platform that empowers both advisors and internal teams. By unifying technology and operations, LPL is now better equipped to deliver exceptional experiences, adapt to industry changes, and drive sustainable growth in a competitive financial services landscape.