The current COVID-19 pandemic and nation-wide social distancing mandate has driven many businesses online and accelerated the need for delivering client experiences digitally. However, for many advisors, critical processes such as client onboarding still consist of hard-copy documents managed inefficiently with transfers and paperwork taking weeks or even months to process. If you are still struggling with this, it is time to enhance your process with a digitally efficient and compliant solution. Laserfiche has tools such as eforms, workflows and WORM-compliant document management systems to create a seamless, positive client experience all integrated with your existing processes in Redtail CRM. Join our panel of experts from Redtail, Cities Digital and Laserfiche to learn how to create a seamless end-to-end client experience powered by the technology of today.
Date: Tuesday, August 25, 2020
Time: 11:00 AM Pacific Daylight Time
Duration: 1 hour