Is technology becoming more of a hindrance than a help? Are you looking for something to tie all your document-centric processes together so you have more face time with your clients?
In this episode, Tim Welsh, president of Nexus Strategy, speaks with Linda Ding, Director of Strategic Marketing at Laserfiche. Laserfiche won an Wealth Management Industry Award in 2019 for Technology Providers: Documentation Management with their Robotic Process Automation (RPA) Initiative.
In this episode, you will learn:
- How Laserfiche allows advisors to streamline their document processing
- Why integration is at the top of the list of tech challenges for advisors
- If we are past the point of no return with the adoption of technology in financial services
- Where is Laserfiche looking to further integrate AI
- And more!
Listen in and open up to technology, and how it can make your business more productive.