Products December 6, 2010

LaserFiche and Salesforce.com to Combine Services

Laserfiche announced today the availability of a prepackaged integration with Salesforce.com, designed specifically for registered investment advisers (RIAs).

Reported by

PLANADVISER staff

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:

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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

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