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.

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

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

4. LISTENING FOR MANY YEARS

5. LISTENING FOR MANY YEARS
EVOLUTION...

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

10. LASER APP’s BEGINNING
EARLY

11. LASER APP - INITIAL CUSTOMER VALUE
EARLY

12. LASER APP - INITIAL CUSTOMER VALUE
EARLY
CENTRAL FORMS LIBRARY
FORMS PROGRAMMED TO PREFILL
CRM INTEGRATIONS

13. PARADIGM SHIFT: Home Office Realizes Value of Laser App
TODAY

14. NYWHERENYWHEREAA
TODAY

15. NYWHERENYWHEREAA
ADVISOR NEEDS
BROKER DEALER / CUSTODIAN NEEDS
TODAY

16. NYWHERENYWHEREAA
CRM
TODAY

17. NYWHERENYWHEREAA
CRM WEB BASED
TODAY

18. NYWHERENYWHEREAA
CRM WEB BASED E-SIGNATURETODAY

19. LASER APP - HOME OFFICE VALUE
TODAY

20. LASER APP - HOME OFFICE VALUE
CONTROL
VISIBILITY
GAIN EFFICIENCY
TODAY

21. NYWHERENYWHEREAA
TODAY

22. NYWHERENYWHEREAA
TODAY
11 ENHANCEMENTS IN 2017, INCLUDING:
EASIER FORMS SELECTION
ROLE BASED SIGNING FOR E-SIGNATURE
CUSTOM FORMS

25. CUSTODIANADVISOR

26. CUSTODIANADVISOR
“ I want the
process to be fast
& easy. I wish
opening accounts
with my
custodian was as
easy as using
Laser App.
”

27. “We need things to
be accurate. We
receive thousands
of applications
every week which
are printed and wet
signed. We wish we
didn’t have to re-key
all of this data.
”CUSTODIANADVISOR
“ I want the
process to be fast
& easy. I wish
opening accounts
with my
custodian was as
easy as using
Laser App.
”

28. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE

29. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE
FORMLESS ACCOUNT OPENING INNOVATION
CREATED FOR ADVISORS AND CUSTODIANS

30. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE
EXISITING
DATA

31. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE
EXISITING
DATA
REFLEXIVE
CUSTODIAL
INTERACTIVITY

32. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE
SEND FOR
SIGNATURE
EXISITING
DATA
REFLEXIVE
CUSTODIAL
INTERACTIVITY

33. ROPELROPELPPThe Fastest Way to Open Accounts
FUTURE
SEND FOR
SIGNATURE
EXISITING
DATA
REFLEXIVE
CUSTODIAL
INTERACTIVITY
OPEN THE
ACCOUNT

34. FORMLESS REVOLUTION

35. ROPELROPELPPThe Fastest Way to Open Accounts
SHOW VIDEO

36. ROPELROPELPPThe Fastest Way to Open Accounts
SHOW VIDEO

37. Interested in Laser App
Propel?
Type “Propel” in the
comments section of the App.

38. Interested in Laser App
Propel?
Type “Propel” in the
comments section of the App.

40. SUMMARY

41. NYWHERENYWHEREAA
ROPELROPELPPThe Fastest Way to Open Accounts
Financial Forms Made Easy from Anywhere
SUMMARY

42. • KEY POINTS
• KEY POINTS
• KEY POINTS
• KEY POINTS
• KEY POINTS
• KEY POINTS
NYWHERENYWHEREAA
ROPELROPELPPThe Fastest Way to Open Accounts
Financial Forms Made Easy from Anywhere
SUMMARY

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