Laserfiche & Junxure Compliance Roadshow New York 2011

Logistics

• When: Nov 18, 2011 09:00 - Nov 18, 2011 12:00
  Timezone: (GMT-5) Eastern Time (US & Canada)
• Where: New York / North America
• Registration: Click Here for Details

Description

Financial Services: Solving Compliance Challenges with Technology Integration Workshop

Description:

Join three top industry experts to discuss the need for and use of CRM and document management technology to automate recordkeeping, facilitate audits and ensure compliance. First, attorney Tom Giachetti of Stark & Stark—Investment Advisor’s “Compliance Coach”—identifies the legal and compliance issues advisors face in the wake of the most recent Dodd-Frank Act developments. Then, Junxure co-founder and President Greg Friedman joins Laserfiche Senior Consultant Tim Welsh to demonstrate how Laserfiche integrated with Junxure addresses these issues to streamline operations, reduce compliance costs and mitigate risk.

> Click here for Registration Information