MaxMyInterest Integrates Laser App Software to Streamline Client Onboarding Process for Financial Advisors

19 July 2016

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, and MaxMyInterest, which offers a cloud-based service that helps individual investors and their advisors earn dramatically more on the cash in their bank or brokerage accounts while maximizing their federal deposit-insurance coverage, announced today an integration to better serve financial advisors.

The Max Advisor Dashboard is an innovative technology-driven solution that helps financial advisors better oversee and manage the cash portion of client portfolios. Max helps advisors deliver greater value to clients in a manner that promotes growth in AUM. Max recently launched significant enhancements to its client onboarding process, making it easier for financial advisors to deliver the Max cash management solution to their clients. With this new integration with Laser App, advisors can pre-onboard their clients directly from their existing CRM systems, resulting in an improved onboarding experience for advisors and clients.

Integrating with Laser App Software solutions gives advisors the opportunity to access Laser App’s library, which houses over 33,000 forms, including more than 10,000 forms from over 340 top broker-dealers. Advisors can now select the Max onboarding form from the Laser App forms library and pre-populate it from their CRM. Client data is then transmitted to Max, after which clients receive a custom invitation by email that streamlines their sign-up process while linking their Max account to their financial advisor, providing advisors read-only access to held-away cash balances.

“Laser App Software is a leader within the industry and has a broad outreach to financial advisors,” said Gary Zimmerman, Founder and CEO of MaxMyInterest. “By integrating with Laser App, we are making it easier for advisors using leading CRM solutions, such as Junxure, to deliver better solutions to their clients.”

“At Laser App, we are excited for this new integration because of the unique business MaxMyInterest brings to the financial advisor industry,” said Robert Powell, Vice President of Marketing and Sales at Laser App. “MaxMyInterest is not your typical front-end system. It is one-of-a-kind, and it is a great opportunity for us to learn from leading innovators.”

Laser App Software is used throughout the financial community as an efficient and simple work method solution. Laser App Anywhere operates with modern browsers on a variety of devices, offering a new level of convenience to the mobile financial advisor. Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms quickly. MaxMyInterest chose to integrate with Laser App Software to improve advisor usability and help deliver a valuable solution to advisors and their clients.

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