At Integrity, we work on projects from custom web product development and website creation to comprehensive marketing campaigns and SEO efforts. So, when LPL Financial approached us in need of a national marketing plan for a new web product, we were thrilled to lend our expertise.
LPL Financial is the largest organization of independent financial advisors in the United States and supports their thousands of independent financial advisors across the U.S. by providing services and tools to help them better serve their clients. LPL offers comprehensive support through technology solutions, objective research and compliance services.
One of their newest solutions is a robo-advisor hybrid for their member advisors to offer tech-savvy clients an innovative platform that leverages both the web-based FutureAdvisor platform, and their algorithms based on Nobel Prize-winning research, along with the professional service of a local, expert financial advisor. As LPL planned the launch of the new platform, they wanted to create a partnership with an interactive marketing expert to create and execute a strategic go-to-market plan for their members. Integrity's experience and past successes with marketing tech product launches and deep experience within the fin-tech industry made the partnership with LPL a perfect fit.
"We love helping clients grow and innovate," said Ed Morrissey, partner and CCO at Integrity. "Our work with financial industry leaders has helped bring compelling technology to the industry. We're excited about this opportunity to work with the LPL team and their 14,000 advisors to promote their new product."
Our team has already gotten started with research, interviews and surveys. Check back in towards the end of the year to find out about the plans rolling out in 2017.
Do you need help with your interactive marketing plans? Contact us today!
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