Laserfiche became a hot topic at the home offices of NFP Securities in Austin, TX, a major national broker/dealer, when its compliance officer returned from a visit to Bingham and Hensley of Kingsport, TN, one of its 300 member firms.

“He was amazed,” reports John Caso of Alternative Data Imaging of Johnson City, TN, the Laserfiche Value Added Reseller who implemented Laserfiche for Bingham and Hensley early this year. “He was truly impressed with how Laserfiche was improving productivity at Bingham and Hensley.”

Working closely with NFP, Caso and Alternative Data Imaging are now immersed in a phased implementation of Laserfiche United that will eventually touch every level of operations, including member firms. “We are completing the initial phase, which has focused on establishing the basic document imaging and scanning program,” Caso reports. “We are building NFP’s implementation of the Workflow Suite and will proceed methodically to put it into effect.”

In another phase of its Laserfiche implementation, NFP plans to add a Laserfiche WebLink-based repository to its password-protected website to provide member firms with searchable access to support documentation.

For the long term, NFP hopes to be dealing as paperlessly as possible with its member firms down the line, and with the brokerage houses and insurance companies that they work with up the line.

A subsidiary of New York City-based National Financial Partners, NFP and its member firms offer financial services, including financial advice and investment and insurance products, to individuals and corporations.