The availability of this integration is important to financial services firms because it streamlines their business processes. With the integration, users can now automatically access documents using Laserfiche technology via one click access. The integration will allow users back office workflow, increase productivity; and improve profitability through overhead reduction.
Greg Friedman, a principal of CRM software, said: Integrating Laserfiche’s document management technology with CRM is a powerful enhancement for efficiencies and client service. Advisors will be able to respond to client requests for information in real time, without leaving their desks.
