Case Study ON THE NICE SOLUTION ABOUT LPL FINANCIAL When entrepreneurial financial advisors start their own businesses, they turn to LPL Financial for the financial tools, technology and resources that will help build their practices. LPL Financial is the largest independent broker-dealer in the U.S., serving 17,000 financial advisors. From its two contact centers, located in San Diego, Calif., and Fort Mill, S.C., 1,100 agents handle three million interactions per year. 90% are inbound que- ries from customers who need help with issues such as completing funds transfers, technical support, regulatory compliance issues and others. CUSTOMER PROFILE LPL Financial’s technology solutions help financial advisors deliver brokerage and investment services to their clients. WEBSITE ww

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