2015 Winner Profile

LPL Financial

Project Description:
LPL Financial undertook a project to rebuild its Resource Center to replace a legacy information hub that was built more than a decade ago. The Resource Center is the central information hub for LPL's adviser and institution partners and a critical tool to help them manage their practices and serve their clients. LPL collaborated with advisers and partners to deliver a modernized site that features improved search, intuitive navigation, video/rich media and mobile access. During the five-month pilot period, overall user satisfaction with the site increased 240 percent over the scores of the old Resource Center.
Project type:
Collaboration Tools, Content or Document Management, Mobile or Wireless
Business Functions:
Marketing, Sales, Customer Service or Support
Business Goal:
Customer Impact
Victor Fetter, CIO & Managing Director of Business Technology Services
Mark Casady, Chairman & CEO
Boston, Mass.
Financial Services
Revenue (2014):
$4.37 billion
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