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Integration (for the non techy)

Integration (for the non techy). Presented by: Jorge Plascencia 2011 Laser App Broker-Dealer Conference. The “Blue Tooth” Approach. Many BDs take a “hands free” approach to technology Some firms only market technology to their reps Rely on solutions providers to integrate with each other

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Integration (for the non techy)

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  1. Integration (for the non techy)

    Presented by: Jorge Plascencia 2011 Laser App Broker-Dealer Conference

  2. The “Blue Tooth” Approach

    Many BDs take a “hands free” approach to technology Some firms only market technology to their reps Rely on solutions providers to integrate with each other Leave technology decisions up to the rep (yikes!!!)
  3. Resulting Problems Too many disconnected Solutions High NIGO rates Reentry of existing client data Low adoption rates High cost of doing business Wasted time in labor and manual processes
  4. Your ideal solution BD involvement while maintaining rep independence Guide reps to appropriate solutions that will fit with work process and rep needs Create integrations with field systems and back office systems Increase adoption rates of all technologies at BD Reduce NIGO Reduce labor cost
  5. Integration is key Laser App has over 60 integrations and more to come Create synergies between your field systems and back office systems Increase workflow efficiencies between your back office systems and rep systems.
  6. Approaches to integration The canned package --- The custom solution
  7. Passing Data into Laser App Launch Laser App from 3rd party CRM Launch Laser App from your proprietary CRM Launch Laser App from Account opening systems

  8. Smart Office Integration

  9. Redtail Integration

  10. Passing Forms into Laser App From your own website From an account opening system Using the forms wizard
  11. Account opening Systems Sungard Integration
  12. Account Opening Systems Fetter Logic Integration
  13. Sending Data from Laser App Send data back to your website right from NAF Send data into your commission processing solution

  14. Post Button

  15. Form Validation

  16. Sending Form Images from Laser App

  17. Laserfiche Integration

  18. Laserfiche Integration

  19. Benefits of Integration Customizes Laser App to your back office work flow process Streamline workflow process for reps and back office Reduce N.I.G.O. Reduce Labor cost Increase rep productivity Increase adoption of technology Allows for STP to happen faster and efficiently
  20. Who can access the Tool Kit 3rd part partners wishing to integrate Your IT dept. Can be requested directly from our website www.laserapp.com
  21. What resources are necessary to use the LAS tool kit? A Software Developer LAS Toolkit is royalty free resource Depending on integration as little as one day.

  22. Questions?

    Comments See our Developers for more info Email: developers@laserapp.com Contact your Account Manager for more Details
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