Empower 2016 Course Highlight of the Day

Business Process Automation for Financial Services

Process automation through Laserfiche Workflow and Forms is proven to be the key to increasing operational efficiency and driving transparent client communication. However, setting up an effective workflow might seem like a daunting task to firms without internal IT support. This session will provide practical tips on diagramming business processes in Laserfiche Forms and creating structured file folders through Workflow. 

In this lesson, you will learn how to:

• Develop automation solutions quickly and cost effectively.
• Diagram and automate high-impact processes such as new account opening and blotter processing.
• Boost your firm’s client service and ROI by integrating Laserfiche, Laser App and DocuSign.

Course Code:            OPT103

Date and Time:         Jan. 13 - Wednesday, 2:45 pm

Room:                       103C

Instructor:                 Franck Xian, Software Marketing Associate

Click here to add this course to your Empower 2016 class schedule!