This week’s guest on FPPad On Air is Peter Giza, former CTO at RedBlack Software, LLC, to talk about emerging technology trends that have the potential to change the financial advisory industry for the better.
Note that today’s broadcast begins around 1:15pm ET instead of 4:15pm, so check the FPPad On Air page this afternoon for the link to watch.
Here are this week’s stories of interest:
Laserfiche 9 Unites ECM and BPM from MarketWatch.com
[I just returned from Laserfiche’s Empower 2013 conference, and I must say there is a lot of excitement surrounding the new business process management (BPM) capabilities in the latest version of the company’s software, Laserfiche 9. I bet most advisers have no way to execute automated workflow in their business, let alone implement BPM. But with a large number of potential document management customers, financial advisers may soon warm up to the possibilities available by using software such as this.] Today, Laserfiche announced the immediate availability of Laserfiche 9 at its annual Empower 2013 conference. The new release unites enterprise content management (ECM) and business process management (BPM) functionality across the Laserfiche product line.
NetDocuments Launches 13.1 Release with Secure Document Delivery from MarketWatch.com
[Another document management provider, NetDocuments, released some very useful features in version 13.1 this week, including the ability to share documents with users outside of your organization using secure URLs, avoiding the need to force those users to create a NetDocuments account. It’s very similar to the way Dropbox (and others) allow users to create a unique URL that enables access to documents and folders without the need to have a Dropbox account. There are a number of other new features also described in the press release.] NetDocuments today announced the 13.1 release of its leading cloud-computing content management and collaboration service. This latest release contains more than 20 new and updated features, including document delivery via a secure link and a new search engine.
Adding a contact’s Social Media profile addresses to their record from Redtail Technology
[Social is the name of the game these days, so any way you can connect to the social stream coming from clients, the better. Here’s a new feature from Redtail CRM that at least helps you consolidate links to clients’ social profiles. While not as robust as social aggregation solutions like Newsle and Rapportive, advisers can see what clients are posting in one easy click.] You can add a contact’s Facebook, Twitter, LinkedIn, Flickr, YouTube, Google+, Pinterest or MySpace addresses to their contact records, in order that you might quickly access information that is currently relevant to them.
6 ideas you can implement today from Advisor Websites
[This is a notice for an upcoming webinar hosted by Advisor Websites, Mobile Assistant, and Redtail. All of the vendors will cover tips on getting the most form your mobile devices, how to capture lead information online, and better engage clients through technology.] When? Tue, Jan 29, 2013, 11:00 AM – 12:00 PM PST. Who should attend? Reps or their marketing/administrative staff.
