IS221 Operational Efficiency in a Paperless World Amy Flourry

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Presentation transcript:

IS221 Operational Efficiency in a Paperless World Amy Flourry Katie Skoczylas Operations Manager Technology Coordinator Rehmann Financial Rehmann Financial

Rehmann: Accounting Firm 650 Associates Rehmann Background Rehmann: Accounting Firm 650 Associates 13 offices in Michigan 2 offices in Florida 1 office in Ohio Rehmann Financial: Wealth Management 105 total staff 30 Advisors Professional Staff Administrative Staff Need to put numbers with professional and admin staff

Rehmann Background Structured as an RIA and BD Multiple Departments Financial Planning Insurance Investment Dept – Custom Models Retirement Plan Services Compliance

Industry Issues Growing Fast High Cost of Operations Inconsistency with Training Compliance Requirements RPS Division

Laserfiche Products Laserfiche Client 8.1 Workflow Designer Laserfiche Admin Console Laserfiche Audit Trail

Kofax Statement processing Junxure CRM Signature Pad Integrations Kofax Statement processing Junxure CRM Signature Pad

Electronically route documents Remote Offices Office Locations Michigan Ohio Florida Electronically route documents Able to bring on new firms with less expense

Something

Compliance Requirements Compliance Logs Check Log Correspondence Securities Log Disaster Recovery Centralized Client Files Consistent Document Placement

Compliance Logs Creates a shortcut Export content to Excel

Electronic Signature by Chief Compliance Officer Workflows Auto name Documents Compliance Log Template approach Electronic Signature by Chief Compliance Officer Broker/Dealer Forms RIA Forms

Retirement Plan Services Joined Rehmann Financial in 2007 DMS GoFileRoom Same File Structure for Shared Clients Naming Conventions Auto File Documents

Naming Conventions File Structure Copier/Scanners Workflow Processes Training Naming Conventions File Structure Copier/Scanners Workflow Processes

Organization Structure Bringing it All Together Organization Structure Rehmann Financial Financial Planning Investments & Operations Wealth Management Retirement Plan Services Insurance Department Compliance Independent Business Partners Investment Strategy Operational Structure

Questions?