WESTON, FL (Laserfiche)—February 16, 2011—As a Platinum PLUS sponsor of the Technology Tools for Today T3 Conference, Laserfiche (booth #301-303) will tomorrow host a workshop on how to harness ROI through integrated cloud-based content management and CRM. Rehmann Financial and Asset Dedication will also present during the conference, discussing the operational efficiencies they’ve gained by integrating Laserfiche with other innovative technologies.

“Managing multiple applications detracts from the time advisors spend on profitable activities,” said Senior Laserfiche Advisor Timothy Welsh, CFP®. “Rehmann Financial and Asset Dedication are just two examples of advisory firms that have improved productivity and shored up their compliance programs by integrating Laserfiche with their CRMs.”

During the Laserfiche workshop, Welsh will highlight how to deploy Laserfiche in conjunction with both cloud-based and on-premises CRM systems. “Laserfiche’s open architecture allows advisors to instantly access critical client documentation from within their CRM applications, saving time and effort,” Welsh said.

Available as both a Web-based and a desktop solution, Laserfiche enterprise content management (ECM) systems includes:

  • Document imaging capabilities that enable advisory firms to go paperless.
  • Records management automation that lowers the cost of compliance.
  • Powerful, DoD 5015.2-certified security features that protect confidential client information.
  • Comprehensive auditing and reporting capabilities that monitor all system activity.
  • Workflow functionality that enables advisors to automate standard business processes.
  • Windows-like interface that minimizes user training and improves productivity right away.

Conference attendees who attend the workshop or stop by the Laserfiche booth (#301-303) will receive in-depth case studies on both Asset Dedication’s and Rehmann Financial’s ECM implementations, as well as a white paper titled “What Financial Advisors Need to Know about the Dodd-Frank Act.”

About Laserfiche
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and helps compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.

Laserfiche is a registered trademark of Compulink Management Center, Inc.

Related Posts