As our world becomes increasingly mobile, minimizing the professional paper trail has become not only a concern of environmentalists; it’s also top of mind for those seeking efficiency. This group of eco-friendly and time-saving apps moves you toward a paperless office, while helping you manage contacts, submit paperless applications and share large files safely and securely.
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Advisors need a robust enterprise content management system that moves them toward a paperless office, according to Winterberg, and Laserfiche fits the bill, with document imaging, document management, business process management and records management all baked into its system architecture. “It helps organize large volumes of information that they gather about clients, about their business, employees and compliance,” he explains. “It also opens up new collaborative possibilities with other professionals such as CPAs and attorneys. It really helps advisors champion that quarterback position.”