LPL Financial 和 Incedo：利用人工智能和云技术加速顾问成功（由 Incedo Inc 赞助）.pdf

1、 2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.NITIN SETHNITESH AMBASTHAAccelerating Advisor Successwith AI and CloudCo-founder&CEOIncedo Inc.EVP

2、,Group CIO,Investor Experience and Data&AILPL FinancialANT102-SLPL Financial&Incedo:2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.LPL Financial(F

3、ortune 500)35+years,empowering Financial Advisors and Institutions with Investment Solutions,Technology Platforms,Resources and Services across US#1 Independent Broker Dealer2.3T Client Assets1,100 Financial Institutions32,100+Financial Advisors across 50 US States9,300+EmployeesRewards&Recognition7

4、 OfficeLocations in US(San Diego,Tempe,Kansas City,Austin,Fort Mill,Boston,New York)Human Rights Campaign-Equality 100 Award America Customer Service ChampionsTechnology Innovation AwardAmericas Most Responsible CompaniesWorlds Best Companies 2024How We Serve?Give Great Advice Run Thriving Businesse

5、sEnrich Investor ExperienceExpand Breadth&Depth of AdviceDeliver World Class Wealth Management PlatformPartner in building Perfect BusinessesProvide Extraordinary Operating PlatformDeliver them the way they delight their clients 2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025

6、,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.ClientsStrategy to execution partner for 10 Fortune 500 companies10 clients with$15M revenueCapabilitiesDeliver Business Outcomes by bringing full stack of capabilities i