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Laser App 2011
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  1. Laser App 2011 Robert Powell

  2. The Charly III

  3. The Living, Breathing Form Laser App Conference 2011

  4. What do you think of?When I say FORM...

  5. Paper

  6. Why is that?

  7. Because you’re used to...PRINTING

  8. What is a form really?

  9. Data Vehicle • Recipient Designed • Contains XML data • Contains legal disclosure • Contains image • Contains signature

  10. How else can we use it? • Fuel existing processes • Fund companies want fund company data • Insurance companies want their form data • Custodians want their form data • Broker-Dealers want NAF data

  11. Today’s Process

  12. Current Securities Flow Rep OSJ BD Fund Co

  13. Current Insurance Flow Agent IMO/BGA Paramedic Carrier

  14. Current Flow of Data RIA Custodian

  15. How many downlines do planners have?

  16. Do your Reps sell insurance?

  17. Do your RIAs sell Annuities?

  18. Many planners have multiple downlines.

  19. Producer OSJ BD Fund Co IMO/BGA Paramedic Carrier Custodian

  20. Solution • Form is data vehicle • Form travels wherever you need it to • Matches current business process • The downline is preserved

  21. The Process • We advocate electronic signatures • We integrate with partners to automate this process • We provide data at all levels for all participants • We built Laser App 10 to fuel STP

  22. Adopted by your reps • Over 100,000 existing users • Integrates with their existing solutions • Easy to use

  23. Mirror current model • You’ve already built the form • You’ve already built the process • Your reps already use Laser App

  24. Laser App Enterprise

  25. Laser App Enterprise • Seamless Integrations with industry CRMs & AO systems • Seamless Integrations with esign solutions & DST • Smarter forms • Ability integrate seamlessly with your website • “Off the Shelf” solution

  26. Laser App Web

  27. Laser App Web • API designed to launch PDFs from your website • Leverages existing Adobe install • Runs from your central database • Integrates with your AO solution • You can achieve STP, but not “out of the box”

  28. Laser App Connect

  29. Laser App Connect • Formerly known as “One Click” • Easy deployment • Launches from a central database • All “back end integrations” work • All “front end forms & data integrations” work • Seamless Integration with DST • Seamless Integration with Esign vendors