Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication
Broadridge (NYSE: BR) announced it won the 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication for its Wealth InFocus platform, deployed with LPL Financial on Oct 23, 2025.
Wealth InFocus is an omni-channel, digital-first communications platform that centralizes delivery, personalizes statements, and claims to reduce statement content by 10–15%, boost digital adoption, and improve advisor-client engagement.
Broadridge (NYSE: BR) ha annunciato di aver vinto il 2025 Datos Impact Award per la Migliore Innovazione nell'Engagement e nella Comunicazione con i Clienti per la piattaforma Wealth InFocus, implementata con LPL Financial il 23 ottobre 2025.
Wealth InFocus è una piattaforma di comunicazione omnicanale, digitale per prima, che centralizza la consegna, personalizza i rendiconti e afferma di ridurre il contenuto dei rendiconti del 10–15%, aumentare l'adozione digitale e migliorare l'engagement tra consulente e cliente.
Broadridge (NYSE: BR) anunció que ganó el 2025 Datos Impact Award a la Mejor Innovación en Compromiso y Comunicación con el Cliente por su plataforma Wealth InFocus, implementada con LPL Financial el 23 de octubre de 2025.
Wealth InFocus es una plataforma de comunicaciones omnicanal, centrada en lo digital, que centraliza la entrega, personaliza los estados de cuenta y afirma reducir el contenido de los estados de cuenta en un 10–15%, aumentar la adopción digital y mejorar el compromiso entre asesor y cliente.
Broadridge (NYSE: BR)는 Wealth InFocus 플랫폼으로 LPL Financial와 함께 2025년 10월 23일에 2025 Datos Impact Award에서 고객 참여 및 소통 부문 최고의 혁신상을 수상했다고 발표했습니다.
Wealth InFocus는 옴니채널, 디지털 선두의 커뮤니케이션 플랫폼으로, 전달을 중앙화하고, 명세서를 개인화하며, 명세서 내용 10–15%를 감소시키고 디지털 채택을 높이며 자문가-고객 간 참여를 개선한다고 주장합니다.
Broadridge (NYSE: BR) a annoncé avoir remporté le 2025 Datos Impact Award pour la meilleure innovation dans l'engagement et la communication avec les clients pour sa plateforme Wealth InFocus, déployée avec LPL Financial le 23 octobre 2025.
Wealth InFocus est une plateforme de communications omnicanale, axée sur le numérique, qui centralise la diffusion, personnalise les relevés et affirme réduire le contenu des relevés de 10 % à 15%, augmenter l'adoption numérique et améliorer l'engagement conseiller-client.
Broadridge (NYSE: BR) kündigte an, dass es den 2025 Datos Impact Award für die beste Innovation im Bereich Kundenbindung und -kommunikation für die Wealth InFocus-Plattform gewonnen hat, die am 23. Oktober 2025 mit LPL Financial implementiert wurde.
Wealth InFocus ist eine Omni-Channel-, digital-first-Kommunikationsplattform, die die Zustellung zentralisiert, Kontoauszüge personalisiert und behauptet, den Inhalt der Kontoauszüge um 10–15% zu reduzieren, die digitale Akzeptanz zu erhöhen und die Berater-Kunden-Bindung zu verbessern.
براودريدج (NYSE: BR) أعلنت أنها فازت بجائزة Datos Impact 2025 لأفضل ابتكار في المشاركة والتواصل مع العملاء لمنصة Wealth InFocus، التي جرى نشرها مع LPL Financial في 23 أكتوبر 2025.
Wealth InFocus هي منصة اتصالات شاملة عبر قنوات متعددة، تركز على الرقمية، وتوحد التوصيل، وتخصص البيانات، وتدعي تقليل محتوى البيانات بنسبة 10-15%، وزيادة الاعتماد الرقمي، وتحسين التفاعل بين المستشار والعميل.
Broadridge (NYSE: BR) 宣布其在 2025 Datos Impact Award 中获得最佳客户参与与沟通创新奖，该平台 Wealth InFocus 已于 2025 年 10 月 23 日与 LPL Financial 部署。
Wealth InFocus 是一个全渠道、数字优先的通信平台，集中投递、个性化对账单，并声称 将对账单内容减少 10–15%、提高数字采用率并改善顾问与客户之间的互动。
- Datos Impact Award winner (Best Innovation in Client Engagement & Communication)
- Deployed with LPL Financial on Oct 23, 2025
- Statements/content reduced by 10–15%
- None.
Insights
Broadridge's Wealth InFocus, deployed with LPL, wins a 2025 Datos award for client engagement innovation.
Broadridge and LPL implemented an omni-channel, single-platform communications ecosystem that replaces fragmented systems and multiple vendors. The platform emphasizes digital-first delivery, interactive visuals, and personalized branding while reducing statement content by
Dependencies and risks include continued client adoption and regulatory compliance as the product scales; success depends on ongoing engagement and iterative enhancements noted by the partners. Key items to watch are measured digital adoption, advisor inquiry volumes, and platform rollout progress following the
Datos recognizes Broadridge's Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management
Deployed with LPL Financial, the award recognizes the rollout of Wealth InFocus, Broadridge's flagship omni-channel digital-first client communication platform that modernizes and personalizes the delivery of essential financial information while promoting stronger digital engagement between investors, advisors, and financial institutions.
"By rethinking a long-standing industry pain point, Broadridge in partnership with LPL Financial demonstrated how design-led innovation and deep collaboration can transform client engagement," said Wally Okby, strategic advisor of wealth management at Datos Insights. "The Datos Impact Award underscores Wealth InFocus not only as a technical breakthrough but as a strategic lever for deeper client relationships and accelerated digital adoption in wealth management."
"With a strong desire to enhance the end-client experience and strengthen the advisor/investor relationship while differentiating the advisor experience, we embraced new technology to create a better client communication experience," said Scott Belous Executive Vice President, Investor Experience at LPL Financial.
LPL and Broadridge partnered to reengineer LPL's communications workflow to reduce complexity and cost of serving their clients. Instead of fragmented systems and multiple vendors, Wealth InFocus leverages a single-platform communications ecosystem hosted by Broadridge, enabling consistent omni-channel delivery.
"Wealth InFocus delivers modernized, digital-first communications that are clear, personalized, and visually engaging—while meeting regulatory expectations. In this highly regulated industry, client communications have historically been complex, lengthy, and compliance heavy. Statements, tax documents, and correspondence can be challenging for investors to find meaningful, digestible information. Wealth InFocus switches the paradigm on that," said Doug DeSchutter, Broadridge president of ICS. "And LPL has been an incredible partner, with their tremendous focus and keen expertise on driving a better client experience through optimizing and digitizing client-advisor communications."
Key features and benefits of Broadridge's Wealth InFocus solution include:
- Optimized content for a premier digital first experience superior to static PDFs online.
- Highlighted, simplified financial insights and interactive data visualization.
- Personalized branding and advisor contact information for stronger client-advisor connection.
- Streamlined statements that improve readability and reduce content by 10–
15% . - An omni-channel experience that integrates digital, mobile, and print delivery, with microsites offering engaging summaries.
- Built-in pathways leading investors toward digital adoption and preference management.
- Improved investor understanding and engagement via microsites and interactive content.
- Increased advisor satisfaction through fewer client inquiries and more relationship-focused time.
- Modern, efficient communications delivered through a digital-first gateway experience, with flexible distribution options that drive engagement and foster paperless adoption.
Broadridge and LPL highlight that ongoing engagement and iterative enhancements will keep the platform agile and continue to push the boundaries of client communication innovation.
About Broadridge:
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over
For more information, please visit www.broadridge.com.
Broadridge Contacts:
Investor Relations
broadridgeir@broadridge.com
Media Relations
Tatjana.Kulkarni@broadridge.com
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SOURCE Broadridge Financial Solutions, Inc.
FAQ
What did Broadridge announce on Oct 23, 2025 regarding Wealth InFocus (BR)?
How does Wealth InFocus change client communications for Broadridge (BR) and LPL Financial?
What measurable benefit did Broadridge (BR) report for statements after Wealth InFocus rollout?
Will Wealth InFocus drive paperless adoption for LPL Financial clients and how?
Does the award confirm commercial deployment of Wealth InFocus with LPL for Broadridge (BR)?
