CHICAGO, IL (Laserfiche)—October 13, 2011—Building on the findings from the 2011 InvestmentNews RIA Technology Study, Laserfiche (booth #203/205) has created an educational presentation on how advisory firms can integrate their CRM systems with enterprise content management (ECM) to save time and resources. The session, “Laserfiche: The Integrated Solution,” will take place today at 1:00 pm during the Business and Wealth Management Forum at the Westin O’Hare Hotel in Chicago.
The 2011 InvestmentNews RIA Technology Study revealed that top performers who integrate CRM with ECM reap higher rewards from their technology spend. Laserfiche makes integration easy by providing out-of-the-box ECM integrations with CRM systems like Junxure, Salesforce.com, Tamarac, Microsoft CRM, Redtail and ACT!
“As the top ECM provider in the RIA space, Laserfiche is dedicated to supporting the CRM systems our customers rely on,” said Tim Welsh, Senior Consultant at Laserfiche. “By accessing documents stored in Laserfiche through their CRM systems, advisors can instantly respond to client queries, increasing productivity and profitability.”
Welsh will participate in “21st Century Document Management,” a panel discussion on Saturday, October 15, at 10:55 am in the Dearborn Room to explore how to build greater practice efficiency using integrated mobile, cloud and social media capture strategies.
Laserfiche will be on hand at booth #203/205 to demonstrate its enterprise content management (ECM) software solutions—including its new iPhone app, Laserfiche Mobile™—and give out an overview of the 2011 InvestmentNews RIA Technology Study.
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—including federal, state and local government agencies 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.