SAN ANTONIO, TX (Laserfiche)—September 27, 2012—Laserfiche (booth #317) today announced that it will deliver a breakfast session on Sunday, September 30, at 7:30 am at FPA Experience 2012 in San Antonio, TX. The session will explore how financial advisors can use emerging technology to increase profitability even in the face of increasingly complex industry regulations.
“A key emphasis of the Dodd-Frank Act is building more transparency and accountability into the way financial firms operate, and financial advisors who haven’t already done so must start preparing their firms,” said Tim Welsh, Senior Laserfiche Consultant. “By focusing on implementing emerging technology to streamline their business processes and the way they manage client documentation, they will be able to create an agile infrastructure to comply with Dodd-Frank.”
During his presentation, Welsh will outline the benefits of creating composite applications that weave the capabilities of many technology systems—including enterprise content management (ECM), customer relationship management (CRM) and mobile apps—into a single user interface.
“When advisors create composite applications that include Laserfiche ECM as a component, they can easily access documents through whatever system they choose, including CRM and portfolio management, among others,” said Welsh. “This allows them to achieve more with a smaller headcount.”
Conference attendees who attend the breakfast or stop by the Laserfiche booth (#317) will receive a new trend report titled “The Rise of Composite Applications Among RIAs and Broker-Dealers,” which contains real-world examples of composite applications in action.
About Tim Welsh
Timothy D. Welsh, CFP® is President and Founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 32,000 organizations worldwide—including registered investment advisors, financial advisors, broker-dealers and Fortune 1000 companies—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®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.