New Suite of Integrated Technology Tools Will Enhance the Advisor and Client Experience
PHILADELPHIA, PA. November 30, 2017– Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced that it has successfully launched a meaningful enhancement to its fully integrated wealth management platform for financial advisors and their clients – Automated Account Opening (AAO).
AAO encompasses a full suite of new capabilities, integrated tools, and client-servicing solutions that will increase client satisfaction and collaboration with advisors.
“As our industry continues to rapidly evolve, LFN is investing in new digital capabilities and integrated tools to support our advisors and help to increase overall client engagement, collaboration, and satisfaction in the delivery of comprehensive financial advice,” said David Berkowitz, President of LFN. “With the latest additions to our market-leading wealth management platform, we are laser focused on delivering the highest quality advice supported by digital technology to enhance the way our advisors can engage and interact with clients reflecting the ongoing changing needs and preferences of our clients.”
Integrated & Customized Tools
AAO is the latest capability to be delivered to advisors and clients in conjunction with LFN’s AdviceNext initiative, a strategic multi-year investment to deliver over 30 market-leading wealth management platform enhancements designed to increase advisor productivity and improve client satisfaction. AAO and the new suite of client-servicing tools are the result of a unique three-year collaboration between LFN and Fidelity Clearing & Custody Solutions®. These tools are integrated and customized for all of Lincoln’s brokerage, advisory and direct-to-manufacturer businesses.
“Fidelity and Lincoln have built a long-standing relationship, and together we are committed to innovative, automated technology solutions integrated into the way advisors run their practices,” said Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions. “The collaboration of our two firms will help provide a modern, digital experience to change the way advisors do business and interact with clients.”
As part of its AdviceNext initiative, LFN will continue to invest in new technology, tools and capabilities that will support advisors in successfully running their practices and best serving their clients in an increasingly digital and mobile world.
To learn more about LFN’s technology offerings, bringing next generation tools and solutions to meet the changing needs of advisors and clients in a digital world, please visit our website at www.joinLFN.com.