24 October 2014

Laser App Software boosts mobile STP capabilities for advisors

28 January 2013  |  1115 views  |  0 Source: Laser App Software

Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that Laser App Anywhere has launched key integrations with Customer Relationship Management (CRM), account opening, e-signature and document management companies to enhance straight-through processing (STP) mobile capabilities for advisers.

Integrations with Laser App Anywhere include: Redtail, Salesforce, and Ebix (Smart Office) for CRM; Gentech's NexOnBoarding and Quadron Data Solutions' AccountQTM for account opening; Laserfiche for document management; and DocuSign for e-signatures.

Launched in August of 2012, Laser App Anywhere is a web-based, mobile forms-filling solution for financial advisors that allows users to conduct and process business from virtually any location on any internet device. Its continued success has led to the addition of five new broker-dealer clients in January of 2013. With Laser App Anywhere, forms completed by the advisor can be saved, printed or electronically signed and securely transmitted to the broker-dealer back office. There are two launch modes available for Laser App Anywhere: CRM and account opening.

The CRM integrations with Redtail, Salesforce and Ebix, now in place, are pull integrations. The user can log into Laser App Anywhere, select one of these CRM providers and then choose for which client they would like to populate forms. The data is then pulled from the CRM provider directly from the Laser App Anywhere platform through a single sign-on integration that leverages the forms already in the platform and allows advisors to continue using their existing databases.

Laser App Anywhere can also be launched using the advisor's account opening system, another key integration. The account opening system passes customer data and form identifiers into Laser App Anywhere and forms are delivered to the advisor prepopulated with customer information. Extending existing CRM-account opening integrations, users can launch from Redtail CRM to Quadron Data Solutions' AccountQ and seamlessly access Laser App Anywhere from AccountQ.

Robert Powell, Vice President of Sales & Marketing at Laser App, commented, "Following the successful launch of Laser App Anywhere, our focus has shifted toward integrating this powerful solution with a nu number of our partners. We have dedicated significant time and resources to integrating our mobile forms-filling solution with best of class solutions at all of the key points needed for mobile straight-through processing. If advisors can utilize mobile business tools while working in the field, they can set up customer accounts more quickly and cut down on processing costs by submitting forms electronically while on site, and the goal of straight-through processing becomes a reality."

Laser App maintains the largest library of forms for the securities and insurance industries, currently housing 29,005 forms including 8,925 in-house forms from over 340 top broker-dealers. Laser App's solution helps to reduce not-in-good order (NIGO) and facilitate straight-through processing for financial services professionals, and Laser App continues to develop relationships with new carriers to make their forms available on a user‐friendly platform. 

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