At INSITE 2016, hosted by BNY Mellon’s Pershing, June 7-9, 2016, Laserfiche will showcase the latest Laserfiche-SIGNiX integration which streamlines business processes for broker-dealer and registered investment adviser (RIA) firms. The integration enables wealth management firms to sign documents directly from within Laserfiche ECM using SIGNiX’s Independent E-Signatures technology.
Broker-dealer and RIA firms can use the integration to accelerate the new account opening process, eliminate the need to manually track outstanding applications and end the possibility of documents being unknowingly altered. Additionally, document signing automation will:
- Enable users to create custom signature blocks to match a specific form
- Ensure document integrity throughout the business process by automatically validating signatures with SIGNiX’s built-in certification information
“Mandatory compliance with the Department of Labor’s new fiduciary rule is forcing many organizations to evaluate operational costs,” said Linda Ding, Senior Financial Program Strategist at Laserfiche. “Laserfiche vastly reduces the time and money required for compliance by automating the capture, retention and retrieval of content in one secure, searchable repository. This integration leverages Laserfiche’s secure records management with SIGNiX’s cloud-based digital signature function to help build a comprehensive, cost-effective compliance strategy.”
See how the Laserfiche-SIGNiX integration enables firms to meet stringent compliance requirements and minimize administrative costs.
“In an increasingly complex regulatory environment, wealth management firms need an e-signature solution that provides document ownership, longevity, transparency and safety,” said Leonora Williamson, Senior Vice President, Partner Development at SIGNiX. “The Laserfiche-SIGNiX integration delivers those benefits as part of a seamless, intuitive user experience.”
Laserfiche ECM, which is used by more than 35,000 organizations worldwide, automates many processes, including new account document review, NIGO/IGO review and blotter processing. Visit the Laserfiche booth (#102) June 7-9 at Pershing INSITE to see live demonstrations of these processes and learn more about the Laserfiche-SIGNIX integration.
Laserfiche is a global software development company focused on Enterprise Content Management (ECM) and business process automation solution for highly regulated industries such as financial services, education, government and healthcare. Laserfiche transforms how wealth management firms manage information, automate document-driven business processes and meet compliance requirements cost effectively. Laserfiche provides intuitive solutions for capture, electronic forms, workflow, case management, cloud, mobile and government-certified records management. Since 1987, Laserfiche has been the trusted choice of more than 35,000 organizations worldwide. For more information, visit www.laserfiche.com or follow Laserfiche on Twitter, LinkedIn, Facebook and Google+.
Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.
SIGNiX, the nation’s leading provider of Independent E-Signatures, makes signing documents online safe and secure. SIGNiX’s cloud-based service uses patented technology to give businesses the most secure and legally defensible digital signatures available at a fraction of the cost of paper. SIGNiX’s products help the world’s leading companies become more efficient, decrease risk and boost profits. For more information, visit www.signix.com.