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Shareholders Service Group Uses ECM As A Foundation For World-Class Service And Meeting Compliance Mandates

Scheduled Dates:

• Pre-Recorded Webinar

• Description

  The San Diego-based broker-dealer has used Laserfiche ECM as a foundation for operational efficiency and responsive customer service since its inception over a decade ago. In this presentation, Dan Skiles, executive VP of SSG, details the scalability, flexibility and staff-friendliness in the San Diego-based broker-dealer’s use of Laserfiche ECM to manage a customer base of that has now grown to over 900-plus accounts.

  Topics discussed include:

   

  • Maintaining compliance mandates with comprehensive access to both archived and active client and business records.
  • Getting new hires up and running in less than a day.
  • Meeting the needs of different departments and user types.
  • The value of instant access to customer information to deliver world-class service.