< Return to Webinar List

Piedmont Trust Creates An Information Hub For Staff, Client Access

Scheduled Dates:

• Pre-Recorded Webinar

• Description

  Piedmont Trust Company has grown over the last 80 years from a two-person firm handling a single family’s finances to a staff of 25 individuals servicing 650 accounts. Ed Wright, Managing Director of IT and Middle Operations explains how implementation of Laserfiche ECM integrated with Microsoft Dynamics CRM has primed the firm for future growth through automated approval processes, comprehensive customer relationship management and dynamic access to information for staff and clients alike.

  This presentation includes:

   

  • Giving Relationship Managers single-click access to account information via MS Dynamics integration.
  • Creating a customized client portal to allow both downloading and uploading customer information.
  • Automating OFAC and related approval processes using Laserfiche Workflow.