Broadridge and LPL Financial Honored for Innovative Client Engagement Technology in 2025
In a remarkable achievement, Broadridge Financial Solutions Inc. has been recognized with the esteemed 2025 Datos Impact Award for their pioneering innovation in client engagement and communication. The award highlights the successful collaboration with LPL Financial to implement Wealth InFocus, a state-of-the-art omni-channel digital communication platform designed specifically for the wealth management sector.
Wealth InFocus: A Game Changer in Client Communication
Broadridge's Wealth InFocus serves as a transformative solution that modernizes and personalizes how essential financial information is delivered to clients. By providing a seamless experience that fosters stronger engagements between investors, advisors, and financial institutions, this platform has been acknowledged for its significant impact. According to Wally Okby, a strategic advisor at Datos Insights, the award exemplifies not only a technical breakthrough but also a strategic lever for enhancing client relationships while accelerating digital adoption within wealth management.
Broadridge and LPL Financial recognized a critical pain point within the industry: the complexity and fragmentation often associated with communications. By reengineering LPL's workflow, they have streamlined the communication process, reducing costs and improving service efficiency. The Wealth InFocus platform minimizes the multitude of disparate systems, allowing for a unified communication ecosystem that delivers consistent information across various channels.
Technological Advances Address Long-Standing Issues
In the highly regulated financial sector, client communications can often be lengthy and challenging to understand. Wealth InFocus introduces a fresh approach, leading to simplified, more digestible financial insights. Doug DeSchutter, the President of Broadridge's Investor Communication Solutions (ICS), emphasized that this solution enhances clarity and engagement while meeting regulatory standards. It transitions the narrative of client communications, making them more user-friendly and effective.
Innovative Features of Wealth InFocus
The suite of features within Wealth InFocus sets a new standard for communication in wealth management, including:
This innovative platform represents Broadridge's commitment to pushing the envelope regarding client communication. Both Broadridge and LPL Financial are excited about the prospect of ongoing improvements and enhancements to keep Wealth InFocus agile and ahead of the curve.
Broadridge: A Leader in Financial Technology
Broadridge Financial Solutions stands as a global leader in technology, offering transformative solutions that aid the financial services industry in operating effectively and innovating. Processing over 7 billion communications annually, Broadridge plays a pivotal role in facilitating responsible investing and governance on a massive scale. A company that prides itself on a favorable workplace culture, Broadridge includes over 15,000 associates in 21 countries, continually striving to evolve its services to meet client needs.
As finance continues to embrace digital transformation, the collaboration between Broadridge and LPL Financial serves as a shining example of how innovative technology can significantly enhance client communication and engagement, setting new standards for the industry.
Wealth InFocus: A Game Changer in Client Communication
Broadridge's Wealth InFocus serves as a transformative solution that modernizes and personalizes how essential financial information is delivered to clients. By providing a seamless experience that fosters stronger engagements between investors, advisors, and financial institutions, this platform has been acknowledged for its significant impact. According to Wally Okby, a strategic advisor at Datos Insights, the award exemplifies not only a technical breakthrough but also a strategic lever for enhancing client relationships while accelerating digital adoption within wealth management.
Broadridge and LPL Financial recognized a critical pain point within the industry: the complexity and fragmentation often associated with communications. By reengineering LPL's workflow, they have streamlined the communication process, reducing costs and improving service efficiency. The Wealth InFocus platform minimizes the multitude of disparate systems, allowing for a unified communication ecosystem that delivers consistent information across various channels.
Technological Advances Address Long-Standing Issues
In the highly regulated financial sector, client communications can often be lengthy and challenging to understand. Wealth InFocus introduces a fresh approach, leading to simplified, more digestible financial insights. Doug DeSchutter, the President of Broadridge's Investor Communication Solutions (ICS), emphasized that this solution enhances clarity and engagement while meeting regulatory standards. It transitions the narrative of client communications, making them more user-friendly and effective.
Innovative Features of Wealth InFocus
The suite of features within Wealth InFocus sets a new standard for communication in wealth management, including:
- - Optimized content specifically tailored for a premier digital-first experience, moving beyond static PDFs.
- - Highlighted financial insights coupled with interactive data visualization that make critical information more understandable.
- - Personalized branding attributes, which foster a deeper connection between clients and advisors.
- - Streamlined statements that improve readability by reducing content clutter by 10-15%.
- - An omni-channel experience that integrates digital, mobile, and print deliveries seamlessly.
- - Engaging microsites that provide succinct summaries and lead clients toward a preference for digital interactions.
- - Enhanced understanding for investors, further improving engagement through interactive content and resources.
- - Boosted advisor satisfaction through fewer inquiries, allowing more focus on building relationships.
This innovative platform represents Broadridge's commitment to pushing the envelope regarding client communication. Both Broadridge and LPL Financial are excited about the prospect of ongoing improvements and enhancements to keep Wealth InFocus agile and ahead of the curve.
Broadridge: A Leader in Financial Technology
Broadridge Financial Solutions stands as a global leader in technology, offering transformative solutions that aid the financial services industry in operating effectively and innovating. Processing over 7 billion communications annually, Broadridge plays a pivotal role in facilitating responsible investing and governance on a massive scale. A company that prides itself on a favorable workplace culture, Broadridge includes over 15,000 associates in 21 countries, continually striving to evolve its services to meet client needs.
As finance continues to embrace digital transformation, the collaboration between Broadridge and LPL Financial serves as a shining example of how innovative technology can significantly enhance client communication and engagement, setting new standards for the industry.
Topics Financial Services & Investing）
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