The COVID-19 pandemic has only accelerated the trend of the need for digital engagement between wholesalers and financial advisors, according to a J.D. Power study.
Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.
Laserfiche's Linda Ding and Justin Pava discuss the firm's award-winning vault and cloud platform and how it helps financial professionals with their document management.
