Empower 2015 Conference: Course Highlight of the Day

5 Steps to Paperless New Account Processing

Even in today’s digital world, the new account opening process involves a significant amount of paperwork. Join us to learn how to automate this process and save as many as “40 weekdays a year for every employee to engage in more revenue-generating activities,” according to Aite Group.

In this session, you will learn:

• How integrating Laserfiche, Laser App and DocuSign will help your firm eliminate paper forms.
• How to automate and accelerate the compliance review aspect of new client onboarding.
• The benefits that firms can realize as a result of automating this process.

Instructor:             Michael Laks, Financial Program Strategist

Course Code:        BAS113

Date and Time:    Thursday, January 15th, 2015 at 1:30 pm

Location:               Sheraton Hotel, Plaza D

Sign up for this course!