Financial Services
Financial Services
At LMX, we understand the unique challenges faced by mutual fund companies in navigating regulatory landscapes while striving to enhance advisor relationships. Our innovative e-commerce platform is designed specifically to address these issues, ensuring compliance, efficiency, and impactful marketing.
Partnering with LMX will streamline your marketing efforts, uphold high compliance standards and foster stronger relationships with Advisors. Our holistic approach not only enhances operational efficiency but also positions your brand for success in a competitive marketplace.
How LMX Helps...
Compliance Assurance
Our platform seamlessly integrates compliance mechanisms that empower mutual fund companies to offer non-monetary benefits to advisors without compromising investment advice integrity. By ensuring that all promotional activities adhere to regulatory standards, we help companies maintain trust and transparency in their operations by navigating the National Instrument 81-105 (NI81-105).
Streamlined Promotional Activities
Promotional efforts can often become complex and unwieldy. LMX simplifies this through clearly defined guidelines for promotional items and events, complete with associated dollar limits. Our platform includes annual and per-advisor sub-limits, promoting transparency and best practices. Plus, our high-quality fulfillment facilities ensure that every promotional item is handled with care, enhancing the overall advisor experience and reinforcing brand loyalty.
At LMX, we understand the unique challenges faced by mutual fund companies in navigating regulatory landscapes while striving to enhance advisor relationships. Our innovative e-commerce platform is designed specifically to address these issues, ensuring compliance, efficiency, and impactful marketing.
Streamlined Promotional Activities
Promotional efforts can often become complex and unwieldy. LMX simplifies this through clearly defined guidelines for promotional items and events, complete with associated dollar limits. Our platform includes annual and per-advisor sub-limits, promoting transparency and best practices. Plus, our high-quality fulfillment facilities ensure that every promotional item is handled with care, enhancing the overall advisor experience and reinforcing brand loyalty.
…we could not ask for a better partner than LMX. The LMX team made the migration as easy as possible and were attentive to ensure a smooth go live date.
Contact Us
Our Office
Britannia
Toronto, ON M4M 1A1
Canada
Phone
Tel: 647.919.1926
Office: 905.507.8782 ext.7731
lmx@lmgroup.com
Send Us a Message
Get in Touch
T. 647.919.1926
E. lmx@lmgroup.com
What We Do
Custom eCommerce
Platform Integrations
Storage & 3PL Solutions
Compliant Fulfillment
Patient & Demo Kitting
Influencer Programs
Sampling Fulfillment
Regulations & Certifications
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