Financial advisors ask us a common question: how can cloud technology give me more time to build relationships with existing and prospective clients?
Laser App Anywhere is a cloud-based mobile form filling solution designed for financial advisors. It is a pure web solution that operates across modern browsers on tablets, Macs, PCs, and even Smart Phones.
Orion Connect, utilizing the Veo platform’s open access capabilities, integrates Salesforce and LaserApp Anywhere to create a sound foundation for a true straight through processing experience for advisors. For years, advisors have been yearning for the ability to automatically populate forms from one data source. This integration provides that capability out of the box.
- Andy Wang, Senior Manager, Product Management, TD Ameritrade
How it works
With a Laser App enabled CRM, institutions that custody assets with TD Ameritrade Institutional can now use their Salesforce CRM data to prefill TD Ameritrade Institutional forms in Laser App Anywhere in three easy steps:
- Select any client in the CRM and launch Laser App Anywhere.
- Within Laser App Anywhere, select one or more prefilled TD Ameritrade Institutional forms.
- Print, save, or even securely submit the group of forms for electronic signature.
Less paperwork means more face time with clients. More accurate, efficient solutions mean business can scale. And leading-edge technology means a better client experience.
The technical details
We built a Salesforce to Laser App mapping tool that allowed TD Ameritrade Institutional to pre-define field mappings from the TD Ameritrade Institutional Edition of Salesforce to Laser App. Institutions using the TD Ameritrade Institutional Edition of Salesforce can easily adjust these mappings to use any field within Salesforce, including custom fields.
Institutions can then launch Laser App Anywhere from the Salesforce CRM via a lightweight single sign-on (without having to enter separate credentials to log into Laser App Anywhere). The integration also supports Laser App Enterprise, the desktop version of Laser App.