LONG BEACH, CA (September 16, 2013)—During the Junxure Advisor Conference, Ken Severud, Senior Vice President and Chief Operating Officer of Wealth Enhancement Group, will present a class titled, “Technology Integration Nirvana: Enhancing Junxure® with Laserfiche® Document Management.” The session will take place at 8:30 am on Tuesday, September 17, at the Dallas Hilton Anatole.
Technology integration allows Wealth Enhancement Group’s advisors to jump from a client record in the Junxure CRM system directly to that client’s documents in the Laserfiche repository. This saves time and leads to better customer service.
“When you’re in a service business, and that service is dependent on the timeliness of information, the fact that everything’s at the fingertips of the advisor teams is priceless,” said Severud. “When our advisors are able to efficiently pull up information and answer client questions, that’s great service.”
In addition to improving customer service, the integration has allowed Wealth Enhancement Group to:
- Decrease paper consumption by 450,000 sheets or 900 reams of paper annually.
- Free up nearly 2,000 square feet of physical space by archiving legacy paper records.
- Reduce the need for photocopies so much that one and a half full-time employees were redeployed to perform value-added activities.
“More and more advisors are integrating Laserfiche with Junxure to streamline processes like new account opening, compliance approvals and other client service functions,” said Greg Friedman, Co-founder and President of Junxure. “During Ken’s session, experts from both Laserfiche and Junxure will show you how to achieve Wealth Enhancement Group’s level of peak performance.”
Based in Long Beach, CA, with global headquarters in Hong Kong and offices in Shanghai, Toronto, Panama, London, Washington, D.C., and Fort Lauderdale, FL, Laserfiche uses its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. Since 1987, more than 32,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche® software to streamline document, records and business process management.
About Wealth Enhancement Group
Wealth Enhancement Group is one of the region’s most well-respected independent financial planning firms. Since the mid-1990s, thousands of clients have entrusted Wealth Enhancement Group with more than $3 billion in assets because of their team approach to financial planning, their independence, and their commitment to long-term client relationships. Securities are offered through LPL Financial, Member FINRA/SIPC.
For more information, visit www.WealthEnhancement.com. Read the Wealth Enhancement Group blog at http://wealthenhancement.wordpress.com/ and follow Wealth Enhancement Group on Twitter, LinkedIn and Facebook.
Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.