NAVIRUM ANNOUNCEMENT UPDATE:
We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce. Read on for details, a free consultation for those interested, and FAQs about the integration.
ClientWorks is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforce offers a single location (360 Degree Client View) to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.
‘Since becoming a preferred Salesforce partner for LPL Advisors, our partnership has only grown stronger. Navirum now has a deep, practical understanding of advisor workflows – and how to turn Salesforce and AI into real outcomes’ Rory Galvin, Navirum CEO
To know more about Transforming the Advisor Experience with LPL ClientWorks Salesforce Integration you can read our blog post here.
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FAQs – LPL ClientWorks Salesforce Integration
It connects LPL ClientWorks with Salesforce so advisors can see key client/account data and launch core workflows from one place.
LPL has selected Navirum as a preferred partner to deliver these integrations. Practically, that means we’re vetted to implement, configure, and support ClientWorks-to-Salesforce projects for LPL-aligned firms. Learn more about Navirum here.
LPL-affiliated advisors, teams, OSJs, and home offices that want a single pane of glass for client data, servicing, and growth activities – without reinventing their stack.
Faster onboarding and servicing, fewer manual steps, better data quality, and tighter compliance trails—leading to higher advisor capacity and lower cost-to-serve. See examples in our blog post: Transforming the Advisor Experience with LPL ClientWorks–Salesforce Integration.
Core client and account context in Salesforce, plus access to ClientWorks tools for account opening, client management, service, and trading. Scope depends on your entitlements and requirements. Explore Salesforce Financial Services Cloud here.
Trading and account opening continue in ClientWorks. From Salesforce, advisors can view relevant data and deep-link into ClientWorks workflows. (ClientWorks details: link)
FSC is recommended for wealth data models and compliance use cases, but the integration can be adapted for Sales Cloud. We’ll confirm during discovery. FSC overview: salesforce.com/fsc.
Active LPL affiliation & ClientWorks access, a Salesforce org (with API access), SSO/identity plan, data-governance owners, and a small cross-functional project team. Book a discovery call here.
We align to LPL policies and use Salesforce security controls (profiles/permission sets, FLS, audit history, encryption options). Need support? Raise a ticket via our Orbit portal here or email support@navirum.com.
Phased delivery (discover → configure → validate → pilot → rollout) with training and change management. After go-live, Navirum’s Orbit managed services support enhancements and automation road-mapping. Learn about Orbit here.
Our recommendation is to migrate to Salesforce FSC ASAP. This will definitely require a conversation so lets chat!!
Jump and Zocks are the 2 big ones we see – there are many more. Heres a comparison of popular AI assistants. Feedback is excellent across the board and so are the productivity gains. Advisors need to be mindful or security and compliance risks inc choosing however. Salesforce Agentforce is the built in Salesforce AI. We recommend starting there.
A big hell yes! Thinking about you legacy and succession, whether thats handing over the reigns to your family or selling your firm, having a well integrated CRM is big value booster. We see many Advisors moving towards their golden years and vast majority of the time opt to integrate. Reed more about succession strategy here
Agentforce is Salesforce’s new built-in AI agent platform, designed to work directly inside your CRM. It handles tasks like booking meetings, logging calls, managing follow-ups, and much more – automating the work that eats into advisor time. It’s quickly becoming the future of Salesforce, with leading financial institutions across the US, Canada, and overseas adopting it to cut costs and drive productivity read on here
