Posts Tagged ‘client account activity monitoring’

Making Work Flow

Xpyria Investment Advisors uses Laserfiche Avante to automate business processes – and save valuable resources

August 17th, 2009 by Melissa HenleyMelissa Henley is a Laserfiche staff member

Xpyria Investment AdvisorsWhen we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
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