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Laser App Conference 2017 - Tom Cordova-Caddes on Accelerator
1. TOM CORDOVA-CADDES
SOFTWARE ENGINEER / IN-HOUSE COUNSEL
8 Years at Laser App
• A developer who speaks…our language!!!
• Works with custodians and large BDs
• Coaches most new integration partners
PRESENTING
NTEGRATIONSNTEGRATIONSIIFOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
4. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
5. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
FORM SELECTION
6. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
FORM
7. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
FORM
8. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
CLIENT DATA
FORM
9. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
FORM
DATA
10. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
FORM
11. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
RECEIVE DATA
DATA
FORM
12. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
13. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
14. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
ELECTRONIC SIGNATURE
DATA
TRANSMIT
FORM
15. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
E-SIGN
16. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
E-SIGN
17. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
THE FUTURE
DATA
TRANSMIT
FORM
E-SIGN
18. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
E-SIGN
FUTURE
19. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
DATA
TRANSMIT
FORM
E-SIGN
20. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
LEVEL 1: Out of the Box
DATA
TRANSMIT
FORM
E-SIGN
21. LEVEL 1 LEVEL 2 LEVEL 2
ROPELROPELPPThe Fastest Way to Open Accounts
WIZARD PLUGIN CUSTOM
CRM / AO FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA ALT FIELDS
IMAGING SMART ALT FIELDS
STOCK STP CONF TRANS ID
W/FUSION ALT FIELDS
LEVEL 1
DATA
TRANSMIT
FORM
E-SIGN
FUTURE
42. LEVEL 1 LEVEL 2 LEVEL 3
ACCELERATOR FOR
SALESFOCRE
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
43. LEVEL 1 LEVEL 2 LEVEL 3
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
44. LEVEL 1 LEVEL 2 LEVEL 3
NEED #4
I BOUGHT
SALESFORCE…
NOW WHAT?
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
45. LEVEL 1 LEVEL 2 LEVEL 3
NEED #4
I BOUGHT
SALESFORCE…
NOW WHAT?
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
46. LEVEL 1 LEVEL 2 LEVEL 3
NEED #4
I BOUGHT
SALESFORCE…
NOW WHAT?
SOLUTION
SALESFORCE
PLUG-IN
(Designed for VARs
and Power Users)
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
47. LEVEL 1 LEVEL 2 LEVEL 3
GUIDED EXPERIENCE
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
48. LEVEL 1 LEVEL 2 LEVEL 3
READS SALESFORCE
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
49. LEVEL 1 LEVEL 2 LEVEL 3
SIMPLE MAPPING
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
50. LEVEL 1 LEVEL 2 LEVEL 3
CONTACT PREVIEW
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
51. LEVEL 1 LEVEL 2 LEVEL 3
CONTACT PREVIEW
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
SIMPLE MAPPING
READS SALESFORCE
GUIDED EXPERIENCE
52. INSERT VIDEO HERE
The Fastest Way to Map and Launch Laser App
FOR
CCELERATORCCELERATORAA
70. LEVEL 1 LEVEL 2 LEVEL 3
PROPEL WITH
FUSION
ROPELROPELPPThe Fastest Way to Open Accounts
+ USIONUSIONFFFinancial Forms Made Easy for Your Website
STAY TUNED…
72. LEVEL 1 LEVEL 2 LEVEL 3
PROPEL FOR YOU!
BETTER GET ALT FIELD NAMES…
ROPELROPELPPThe Fastest Way to Open Accounts
73. LEVEL 1 LEVEL 2 LEVEL 3
WIZARD PLUG-IN CUSTOM
CRM / AO ALT FIELDS
IMAGING SMART FORMS ALT FIELDS
STOCK STP CONF TRANSACTION ID
PROPEL WITH FUSION ALT FIELDS
FOR
The Fastest Way to Map and Launch Laser App
CCELERATORCCELERATORAA
ROPELROPELPPThe Fastest Way to Open Accounts
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A pirate walks into a bar and the bartender says, "Hey, I haven't seen you in a while. What happened, you look terrible!"
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