Innovation for Personalized Service and Community Impact

Delivering one-of-a-kind service experiences to your members is priority #1 for your credit union. We can make it even easier with sophisticated wealth management solutions from LPL Financial.

PERSONALIZATION AND INNOVATION

How Credit Unions Are Elevating Member Experience

Credit unions are purpose-driven organizations that prioritize personal service and community impact over profit. This people-first mindset informs every decision and initiative, ensuring that the focus remains on enhancing members’ financial well-being.

Discover how credit unions are leveraging innovative technology and strategic relationships to streamline operations, deliver personalized service at scale, and maintain their trusted relationships. Learn from industry experts like Ed Dominguez, Vice President, Head of Community Bank and Credit Union Recruiting, and Tom Hubert, Senior Vice President, Institution Client Success at LPL Financial, on how to achieve operational excellence without compromising the human touch.

Learn More
seated businessman leading meeting with seated business women and men listening

The Benefits of Working With LPL

We work with credit unions to achieve key goals for member engagement, personalized service, and digital transformation.

Enable advisors to build stronger relationships with members.

LPL's innovative platform streamlines operations and automates workflows, freeing advisors to devote more time and energy to getting to know the members they serve.

Use client segmentation to deliver tailored, holistic advice.

Our advanced tools and analytics for client segmentation can yield valuable insights, helping advisors design solutions that fit each stage of a member’s financial life.

Enhance your reputation as a sophisticated wealth provider.

Our wealth management platform integrates with existing systems, allowing customers to access white-labeled investing services and sophisticated products to get more out of their member experience.

Access credit union experts through a dedicated LPL team.

At LPL, our credit union team is home to industry veterans,  who use their deep knowledge of the purpose-driven movement to help credit unions serve their members at scale.

An Industry Leader in Wealth Management Transformation

#1

in market share among 3rd-party providers of brokerage services to banks and credit unions1

1200+

Financial Insitutions2

28K+

financial professionals served2

Let’s build something great. Together.

As your complete wealth management partner, we’re here to help you support each stage of a member’s financial journey and deliver on your commitment to your community.

LPL supports a range of back and middle-office functions, with tools, advice, and expertise on:


  • Investing in and scaling technology solutions
  • Business strategies and new operational practices
  • Expanding product offerings and wallet share
  • Compliance and risk management


Our approach to wealth management is designed to complement your credit union’s mission… so you can keep providing purpose-driven service, one member at a time.

Institution Insights

Jerry Toney, EVP, Investment Services, Cadence Bank

Scaling Personalized Service Through Client Segmentation

| LPL Financial

Anne Marie Hamilton, SVP, Wealth Management, Orange County’s Credit Union

Complex Needs & Expectations of Financial Services Clients

| LPL Financial

Yama Jamili, SVP, Western Regional Head, BMO Investment Services

How to Attract & Retain Advisors in a Competitive Environment

| LPL Financial

seated businessman leading meeting with seated business women and men listening

How Credit Unions Are Elevating Member Experience

| Ed Dominguez, Vice President, Head of Community Bank and Credit Union Recruiting, LPL Financial

Disclosures

1. 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.

2. Data as of December 2024

For Institutional Use Only.