Family Office
Three firms pick Laserfiche e-document management
Sanders Morris, Charter Oak, Infinex opt for "straight-through"
processing. In a move toward "paperless' back offices, three
financial-service firms have recently opted for Laserfiche's
electronic-document management system.
Counting on it
The firms are Meriden, Conn.-based Infinex Financial Group, which
serves around 150 community-bank-based brokers, Springfield,
Mass.-based Charter Oak Insurance and Financial Services, an
affiliate of MassMutual with another 175 so reps, and
Houston-based Sanders Morris Harris Group (SMHG), which has a
network of around 200 brokers.
"With Laserfiche, these professionals are more efficient, see a
return on investment, lower their overhead costs, and improve
client service by responding to requests more quickly while
addressing compliance and disaster recovery requirements," says
Laserfiche's head of business development Chris Wacker.
SMHG is counting on that, according to its chief information
officer Michael Hart. "Sanders Morris Harris Group expects to
achieve significant productivity gains and cost savings by
streamlining our document management processes," he says.
Long Beach, Calif.-based Laserfiche serves over 2,000 advisors at
RIAs, planning firms and broker-dealers. -FWR
.