CHICAGO, IL (Laserfiche)—March 7, 2013—Laserfiche (booth #31) today announced that it will deliver two sessions at FPA Business Solutions 2013. The first, “Enterprise Content Management in the Cloud (And Elsewhere),” will take place on March 8 at 7:30 a.m. and will explore how financial advisors can use emerging technology to increase profitability, even in the face of increasingly complex industry regulations.

“With the rise of mobile apps, social media and the cloud, today’s financial advisor has more technology options than ever before,” said Tim Welsh, Senior Laserfiche Consultant. “Integrating these technologies together creates an agile infrastructure that enables advisors to streamline back-office processes—crucial for increasing profitability and productivity—while remaining connected and compliant.”

On March 9 at 10:30 a.m., Welsh will showcase the compliance 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.

“Staying agile in a shifting world is becoming more challenging for financial advisors,” said Welsh. “Leveraging mobile applications, automating workflows and capturing social media content helps advisors stay ahead of the compliance curve.”

Conference attendees who attend either session or stop by the Laserfiche booth (#31) will receive a new trend report titled “How Document Management Solutions Support Compliance,” which contains a legal overview of electronic recordkeeping for financial advisors written by Oren M. Chaplin, Esq., a member of the Securities Practice Group at Stark & Stark.

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.

About Laserfiche
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.


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