Topic: Financial services

Written by Meghann Wooster on November 30th, 2011

November Ace Bulletin: Laserfiche 8.3 Released

Briefing: Laserfiche 8.3 Takes Transactional Content Management to the Next Level Laserfiche has released Laserfiche 8.3, an enterprise content management (ECM) solution that helps organizations improve information governance and automate transactional processes such as accounts payable processing, case management, contract management, HR onboarding and permitting, among others. “Over the past year, our customers have begun automating more and more complex business …

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Written by Sarah Kellison on April 11th, 2011

You Know You Need to Go Paperless When…

If you find yourself saying any of the following, you might need to go paperless: “It seemed like the file cabinets had more office space than some of our senior advisors.” -Level Four Group “TAMUK’s  president, touring the campus, opened the door to a shower room in an old gymnasium—and found 70 filing cabinets of old business records.” -Texas A&M University, Kingsville “Then there …

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Written by Sarah Kellison on January 3rd, 2011

Increased RIA Compliance Scrutiny- Coming Soon!

Today’s Wall Street Journal ran an article about the increase in compliance and audits that RIAs will face when regulation switches from the Securities and Exchange Commission to the states as part of the Dodd–Frank Act. The article not only details the conundrum of who (states or feds) should pay for these regulation costs, it also highlights the …

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Written by Sarah Kellison on December 3rd, 2010

The Run Smarter® Philosophy According to Phillip Fournier

“The advice we give to our new reps starting with Laserfiche is the same as I would recommend for any implementation,” says Fournier. Start using Laserfiche yesterday. Every day that you hesitate using it is one more day of inefficiency. Plan accordingly. If you are uncomfortable engineering workflows, hire Laserfiche or work with your reseller. They will guide you effectively to a …

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Written by Sarah Kellison on November 24th, 2010

Worth a Second Look: Asset Dedication Case Study

In passing, we have referenced our recently-released RIA case study on portfolio engineering firm, Asset Dedication.  However, the case study is worth a second look, if for no other reason than the “buzz factor” of the technology described.  From Joel Bruckenstein’s vision of a “virtual firm” to realizing ways to “leverage the cloud without getting stuck in the cloud”, this …

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