PHOENIX Feb. 1, 2011
Laser App’s web-hosted solution has over 10,000 users taking advantage of the industry’s most comprehensive range of financial forms – including annuities, insurance, mutual funds, RIAs, and securities. Forms can be pre-populated with client and rep information via Quadron’s AccountQ, allowing users to quickly obtain, complete and distribute all of the forms required to open a new account – regardless of the product. There are also plans to integrate Quadron’s AccountQ with Laser App’s Enterprise desktop solution, which currently serves approximately 90,000 users.
AccountQ is a centralized tool allowing financial services firms and advisors to streamline new account opening and management functions. AccountQ’s logic-infused paperwork packaging functionality reduces complexity and improves efficiency, thus lowering the NIGO rate when opening an account. Crucially, the product’s data capture goes much deeper than just the front end. The solution is built on DataPro™, a centralized data warehouse, which eliminates data loss when information is passed through multiple systems, streamlining integration with everything from CRM systems to the brokerage back office.
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SOURCE Quadron Data Solutions