Case Studies

CXone Drives CX Improvements, Customer Satisfaction for LPL Financial

Overview

Building long-term relationships with independent financial advisors is at the heart of LPL Financial’s success. But the company’s outdated on-premises contact center system was increasingly an obstacle to providing exceptional CX. The move to the unified CXone cloud CX platform changed all that, improving a variety of metrics and driving dramatic increases in agent engagement and customer satisfaction.