RIAs will receive open enterprise content management (ECM) from LaserFiche and Salesforce.com’s CRM systems. The goal, according to a press release, is to help RIAs improve client service, enhance employee efficiency, and facilitate compliance.
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