Laserfiche Announces Salesforce.com Integration for Financial Advisors

2 min read

Long Beach, CA (Laserfiche)—December 6, 2010—Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance.

“As the leading ECM provider in the RIA space, Laserfiche is 100% committed to supporting the CRM systems our customers rely on,” said Tom Wayman, Vice President of Product Strategy at Laserfiche. “Laserfiche’s open architecture allows advisors to instantly access critical client documentation from within their CRM applications, saving time and effort.”

Available as both a Web-based and a desktop solution, Laserfiche ECM includes:

  • Document imaging capabilities that enable advisory firms to go paperless.
  • Records management automation that lowers the cost of compliance.
  • Powerful, DoD 5015.2-certified security features that protect confidential client information.
  • Comprehensive auditing and reporting capabilities that monitor all system activity.
  • Workflow functionality that enables advisors to automate standard business processes.
  • Windows-like interface that minimizes user training and improves productivity right away.

“Managing multiple applications causes costly inefficiencies that detract from the time advisors spend on profitable activities,” said Wayman. “Advisory firms across the country have reaped the benefits of integrating Laserfiche with traditional CRM systems, and providing an easy-to-implement integration with Salesforce’s cloud-based CRM solution was the logical next step in meeting our clients’ needs.”

About Laserfiche

Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 28,000 organizations worldwide 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 distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.

Laserfiche is a registered trademark of Compulink Management Center, Inc.

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