In-person on-demand session

LPL Financial: A Blueprint for Success in Digital Document Transformation - S416

Closed captions in English can be accessed in the video player.

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SPEAKERS

ABOUT THE SESSION

Compelling, easy-to-use digital forms and documents help increase conversion and build loyalty in your customer base. Yet many organizations struggle with lengthy content update processes, siloed solutions, and difficulty managing security. Join us to learn how LPL Financial, a prominent leader in the retail financial advice market, conquered these challenges and revolutionized their digital document strategy. Seeking a secure and agile end-to-end solution, LPL has replaced point solutions, upgraded their security approach, and streamlined content update cycles, resulting in lower operational costs, accelerating speed to market, and improving the user experience.

In this session, learn:

  • How LPL Financial leverages Adobe Experience Manager Forms to create enterprise forms and documents in one secure, end-to-end solution that prioritizes speed, security, and agility
  • How to build a roadmap for success with digital forms and documents in your organization

Track: Content Management

Presentation Style: Value realization

Audience Type: IT executive, Marketing executive, Business decision maker, Marketing technologist, Omnichannel architect

Technical Level: General audience

Industry Focus: Financial services

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