Hicksville, New York – March 8th 2019. Laserfiche, the leading global provider of enterprise content management (ECM) software—recently announced the winners of the 2018 Laserfiche Run Smarter® Awards. Among the winners was Shufro, Rose & Co., an Accelerated Information Systems customer, who received the award for demonstrating excellence in innovation. Laserfiche launched the Run Smarter Awards in 2005 to honor organizations that take an innovative approach to managing content and automating processes to drive business value.
The winners of the Laserfiche Run Smarter® Awards were announced Feb. 7, 2019, during the Laserfiche Empower Conference in Long Beach, California. Eleven winners from across the globe, including the U.S., Hong Kong, and Mexico were selected. Shufro, Rose & Co. represents the only Wealth Management firm to receive a Run Smarter Award this year.
Shufro, Rose & Co., as of December 31, 2018, manages over $1.5 billion in Assets Under Management (AUM) for approximately 2,600 accounts associated with approximately 1,200 households, and has been helping generations of families and individuals build and manage their wealth for over 80 years. Customer service is of great importance to Shufro Rose and serving clients in an expeditious manner is a top priority. Utilizing Laserfiche Forms and Workflow has allowed Shufro Rose to improve many internal processes. The process that has benefitted the firm most is the money movement process, which facilitates disbursement of funds at the clients’ request. Processing and sending funds is very time sensitive. Automating this process has improved customer service by expediting the process while maintaining the necessary documentation. “Laserfiche is a core platform which drives key client-interaction workflows and is an important tool for ensuring compliance with Securities and Exchange Commission (SEC) books and records regulations when updating client information.” said Vibhaw Arya, Head of Operations & Information Technology at Shufro Rose.
“It has been a pleasure working with Vibhaw to improve customer service and response times using Laserfiche process automation. Great customer service is the core of successful partnerships, and we are proud that the esteemed team at Shufro Rose & Co. has trusted Accelerated Information Systems and Laserfiche to power one of their most vital service processes.” said Zaheer Master, President of Accelerated Information Systems. “This well-deserved award highlights the power of partnership, joining the technical expertise of the staff at Accelerated Information Systems with the vision of Vibhaw’s team. Congratulations to Shufro, Rose & Co.!”
“Through its vision and leadership, Shufro, Rose & Co. is demonstrating the future of work, which supports collaboration, innovation and ingenuity,” said Karl Chan, President at Laserfiche. “This forward-thinking approach to operations is greatly assisting Shufro, Rose & Co. deliver extraordinary levels of client service within the Wealth Management industry. This recognition is well deserved—congratulations!”
About Accelerated Information Systems
Accelerated Information Systems (AIS) is an award-winning professional services firm focused on solving enterprise content management (ECM) and workflow automation challenges. Since 2005, AIS has guided their clients through the process of integrating state of the art document management software with existing systems and platforms. This allows AIS customers to automate their office and focus on their mission.
Shufro, Rose & Co.
Shufro, Rose & Co., as of December 31, 2018, manages over $1.5 billion in Assets Under Management (AUM) for approximately 2,600 accounts associated with approximately 1,200 households, and has been helping generations of families and individuals build and manage their wealth for over 80 years.
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes. With intuitive on-premises and cloud solutions for document management and process automation, Laserfiche improves productivity, efficiency and strategic decision-making for organizations looking to transform into a digital workplace.
Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.