Client Giant, the leading automated engagement platform for client care and employee happiness, today announced that its client care solutions, including gifting services, are now available to all LPL Financial advisors. This partnership gives the thousands of financial advisors under the LPL Financial banner the ability to quickly and easily set up robust gifting programs for all of their clients.
Featuring tools designed to elevate and personalize each client touchpoint, Client Giant allows individuals and organizations of all sizes to scale personalized engagement strategies for their roster of clients. Its advanced reporting functions and database ensure clients always receive a unique non-repeating experience, while budgeting tools track spending for advisors. Additionally, Client Giant has programs in place to be compliant with all industry guidelines and governance, empowering advisors to celebrate milestones, recognize occasions and consistently engage clients while adhering to the financial industry’s regulations and requirements.
“By giving financial professionals an easy method of engaging with clients at meaningful times in their lives, advisors can strengthen their existing relationships to improve client loyalty—a crucial component of success,” said Rob Pettman, Executive Vice President, LPL Wealth Management Solutions. “Financial advice is a relationship business, and advisors can now save valuable time with this automated service designed to help them elevate new relationships and solidify existing ones.”
Financial advisors that leverage Client Giant’s platform gain access to solutions that allow them to leverage automated gifting cadences while maintaining the human touch of a client relationship.
“LPL Financial is a formidable force in the financial services industry, providing the nation’s leading advisors and financial institutions with the tools they need to operate and service clients at a higher level,” said Jeff Jackel, Co-Founder and Chief Strategy Officer at Client Giant. “By integrating the Client Giant platform into their normal client engagement routine, these advisors will be able to further nurture their client relationships, and foster a higher return on referrals and expansion of services, all in an easy, scalable and non-time consuming way.”
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