Thursday, May 11th, 2017
2:00 PM ET
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population. What is needed to stay ahead of the curve and ensure a culture of success for firms in the coming years?
Wednesday, May 31st, 2017
2:00 PM ET
Business leaders, discover how automating invoice processing saves organizations time and money.
In this webinar, we provide an overview of Laserfiche Records Management software. We also demonstrate process automation of public records requests (FOIA/FOIL request) using electronic forms.
In this webinar, we provide an overview of how docAlpha software can automate document and data capture. We also demonstrate the Accounts Payable process.
In this webinar, we provide an overview of how Infolinx software can manage the entire life cycle of physical records from creation to disposition. We also demonstrate the software itself.
Discover all of the exciting new capabilities and features of Laserfiche 10 including Web Access, Forms, Workflow, Mobile, Social BPM, and more.
Learn more about how your firm can reduce the costs of managing paperwork, simplify audits and compliance, and streamline time-intensive business processes. During this webinar, we will demonstrate an automated New Account Onboarding process which utilizes Laserfiche electronic forms and workflow.
Discover how Nintex automated workflows and electronic forms can help your organization save time, cut costs, and boost productivity by removing tedious manual business processes. You will also see a demonstration of an automated HR Employee Onboarding workflow solution using Nintex Forms.
In this webinar, focused on Financial Services, we demonstrate an automated Pre-Trade Clearance form and also a New Account Opening workflow solution. Watch as we take the mystery out of automated workflows and show how they can help people do their best work.