Excerpted from Registered Rep
Christina Mucciolo said, “You’ve been hearing about the paperless office for years. Yet, it seems the mound of printed matter in a financial-advisory office only continues to grow.” She said that if you can manage to digitize your office, you’ll save big. For those who need help, there are many “how to” resources, including document software providers like Laserfiche. According to Laserfiche’s ROI for RIA’s white paper, a paperless office cuts down on storage space, which costs money, and makes firms more efficient in interacting with clients and regulators, said Jeffrey Green, director of compliance/senior consultant for the Laserfiche Solutions Group.
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