Chris Maury, RIA Channel Manager for Laser App Software, unveils Propel, the fastest way to open new accounts.Presented at the Laser App Software 2017 Financial services conference.
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Laser App Conference 2017 - Chris Maury presents: Propel
1. ROPELROPELPPThe Fastest Way to Open Accounts
CHRIS MAURY
RIA CHANNEL MANAGER
9 Years at Laser App
Relationships with EVERY Major Custodian
CUSTOMERS
PRESENTING
NYWHERENYWHEREAAFinancial Forms Made Easy from Anywhere
2.
3. You say you want a REVOLUTION
Well, you know
We all want to change the world
You tell me that it's EVOLUTION
Well, you know
We all want to change the world
You say you got a real SOLUTION
Well, you know
We'd all love to see the plan
You ask me for a contribution
Well, you know
We're all doing what we can
6. LISTENING FOR MANY YEARS
EARLY
NTERPRISENTERPRISEEEFinancial Forms Made Easy on Your Desktop
EVOLUTION...
7. LISTENING FOR MANY YEARS
TODAY
NYWHERENYWHEREAAFinancial Forms Made Easy from Anywhere
EARLY
NTERPRISENTERPRISEEEFinancial Forms Made Easy on Your Desktop
EVOLUTION...
8. LISTENING FOR MANY YEARS
FUTURE
ROPELROPELPPThe Fastest Way to Open Accounts
TODAY
NYWHERENYWHEREAAFinancial Forms Made Easy from Anywhere
EARLY
NTERPRISENTERPRISEEEFinancial Forms Made Easy on Your Desktop
EVOLUTION...
9. LISTENING FOR MANY YEARS
FUTURE
ROPELROPELPPThe Fastest Way to Open Accounts
TODAY
NYWHERENYWHEREAAFinancial Forms Made Easy from Anywhere
EARLY
NTERPRISENTERPRISEEEFinancial Forms Made Easy on Your Desktop
EVOLUTION... ...REVOLUTION
26. CUSTODIANADVISOR
โ I want the
process to be fast
& easy. I wish
opening accounts
with my
custodian was as
easy as using
Laser App.
โ
27. โWe need things to
be accurate. We
receive thousands
of applications
every week which
are printed and wet
signed. We wish we
didnโt have to re-key
all of this data.
โCUSTODIANADVISOR
โ I want the
process to be fast
& easy. I wish
opening accounts
with my
custodian was as
easy as using
Laser App.
โ
42. โข KEY POINTS
โข KEY POINTS
โข KEY POINTS
โข KEY POINTS
โข KEY POINTS
โข KEY POINTS
NYWHERENYWHEREAA
ROPELROPELPPThe Fastest Way to Open Accounts
Financial Forms Made Easy from Anywhere
SUMMARY
43.
44. You say you want a REVOLUTION
Well, you know
We all want to change the world
You tell me that it's EVOLUTION
Well, you know
We all want to change the world
You say you got a real SOLUTION
Well, you know
We'd all love to see the plan
You ask me for a contribution
Well, you know
We're all doing what we can
45. You say you want a REVOLUTION
Well, you know
We all want to change the world
You tell me that it's EVOLUTION
Well, you know
We all want to change the world
You say you got a real SOLUTION
Well, you know
We'd all love to see the plan
You ask me for a contribution
Well, you know
We're all doing what we can