Laserfiche Launches Integrations to Facilitate New Account Processing
2 min read
LONG BEACH, CA—August 5, 2013—Laserfiche today announced the availability of new integrations that allow financial services firms to automate new account processing while eliminating the need for paper forms and wet signatures. When a firm integrates Laserfiche with its CRM system, Laser App forms-filling software and DocuSign’s eSignature platform, it significantly reduces the time it takes to open new accounts.
“Financial services firms that take advantage of the Laserfiche integrations with Laser App and DocuSign cut the time it takes to open new accounts from days to minutes and eliminate the hassle and expense associated with handling paper documents,” said Chris Wacker, Executive Vice President at Laserfiche.
New account processing with these integrations follows a simple, five-step process:
From an entry in the CRM system, the financial advisor sends new account data into Laser App, which auto-populates the account application and all related forms.
- With the click of a button in Laser App, these forms are sent into Laserfiche.
- With one click in Laserfiche Web Access, advisors can email the form to the account holder, requesting an e-signature.
- Once the account holder has “DocuSigned” the form, it is automatically sent back into Laserfiche.
- Laserfiche Workflow automatically launches compliance review and approval processes, after which it files the forms so that advisors can begin booking revenue.
“By combining the power of Laser App with Laserfiche, DocuSign and CRM, financial advisors and broker-dealers can achieve the dream of completely paperless new account processing,” said Robert Powell, Vice President of Sales & Marketing at Laser App.
“Through its integration with Laserfiche, DocuSign’s eSignature transaction management platform streamlines and automates document signing to help financial services firms accelerate new account processing to achieve straight-through processing and delight clients,” said Steve Woodworth, Business Development Director at DocuSign.
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.
Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.
About DocuSign Inc.
DocuSign®, The Global Standard for eSignature®, is the leader in eSignature transaction management. Global enterprises, business departments, individual professionals and consumers are standardizing on DocuSign, with more than 60,000 new users joining the DocuSign Global Network every day. Today, that network includes more than 40 million users in 188 countries. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, and delight customers across nearly every industry – from financial services, insurance, technology, healthcare, manufacturing, communications, property management and consumer goods, to higher education and others. For more information, visit www.docusign.com or call 877.720.2040. Visit the DocuSign blog at www.docusign.com/blog and follow DocuSign on Twitter, LinkedIn and Facebook.
About Laser App Software
Laser App Software creates agent friendly solutions that combine state‐of‐the‐art forms-filling technology with our massive library of industry related forms. Forms are maintained by Laser App so agents can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial agent Ed Beggs, Laser App pioneered forms-filling in the financial services industry. For more information on Laser App, visit http://www.laserapp.com.