Gadget Girl: The case of forms magic
March 08, 2017 @ 9:00 am
Magic is not a term you hear often in the financial services industry. For today's case, Gadget Girl uncovers how with a little technology magic, Laserfiche is making paperwork disappear and process automation a snap.
This paper explores how leading RIAs have leveraged document management to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability—all while accelerating business processes and making staff more efficient.