Financial Services Solutions

Wall Street Financial

Organization Profile

Wall Street Financial is a registered investment advisory firm with 175 advisors in 50 states.

Situation

Advisors in the field faced a significant expense when copying and mailing paper documents to the home office for processing.

Solution

After implementing Laserfiche in the home office, the firm installed Web Access to provide advisors from across the country with access to its document repository. Advisors in the field now access documents as easily as staff working at the home office.

Benefits

  • Advisors can search, add, retrieve and edit client documents located in the company’s central database from anywhere they can access the internet, whether that’s a client’s living room, a field office or an airport terminal.
  • Advisors scan paper documents into the Laserfiche repository as soon as they receive them, which, in most cases, entirely eliminates the need to mail documents back to the home office.
  • Advisors are able to secure and store not just client documents, but also their notes and working documents.

Laserfiche Components

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