Robo-Advisement Platform


Robo-Advisement Platform

Pain points

LPL Financial wanted to introduce an online advisement platform to their existing customers as a mechanism for supporting customer self-service demands as well as to target the millennial demographic.

Working in coordination with LPL Financial corporate marketing team, along with a leading robo-advisement platform, Integrity helped craft the core strategy and assets required to introduce the product's service to all 17,000 financial advisors. Final deliverables included global rollout strategy, use cases, messaging strategy, positioning, talking points, SEO guide and all related graphical assets.

Qualitative Research
Quantitative Research
Focus Groups
Ethnographic Interviews
Adobe Photoshop
Microsoft Office Suite
Google Keyword Planner
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