With increased workload and compressed margins of the last 12 months, financial advisers are looking for ways to maintain excellent client service while streamlining internal processes. One popular area for efficiency gains is the management of internal workflow.
I want to share an article published on IATechForum that highlights Laserfiche’s Avante product. Joseph Salpietro, President and CEO of Xpyria Investment Advisors (why the website domain is yannico.com is beyond me), shares his experience integrating the product into existing firm functions.
While the article features only the Avante solution (Laserfiche is one of the primary forum members), pay attention to the concepts of how the software was used to eliminate paper-pushing in the firm’s processes.
