LPL Financial launched a unified FS Cloud app to streamline advisor engagement, automate insights, ensure compliance, and cut onboarding from days to hours — empowering 1,000+ users.
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LPL Financial: Automating Advisor Onboarding with FS Cloud
Required equipment: Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
Objective 1: Use Financial Services Cloud to manage complex financial advisor relationships and deliver personalized client experiences.
Objective 2: Build a robust system by integrating third-party tools to enhance data quality and financial insights.
Objective 3: Design simplified architecture aligned with the Salesforce roadmap to reduce customizations and ensure scalability.
, Principal Architect, Capgemini
, Head of Prospect, Client Management and Wealth Planning Technology, LPL Financial
, Partner & Executive, Capgemini
Role: Architect, Executive
Industry: Financial Services, Technology
Product: Agentforce Financial Services, Data 360
Topic: Customer Relationships
Session Level: Intermediate
Session Type: Breakout
