Laserfiche user conference draws a big crowd that wants to toss filing cabinets
Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event
Related Moves
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
FPPad.com
Consulting Firm
Top Executive: Bill Winterberg
SS&C Salentica
CRM Software
Laserfiche
Document Management
Top Executive: Nien-Ling Wacker
Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan
Bill Winterberg
Tim,
Great job covering the Laserfiche Empower 2012 event. I really was impressed with the diversity of the conference attendees. Though Laserfiche really isn’t a secret in the electronic content management space, I think few understand the program’s flexibility to be customized for specific needs. Kudos to the developers for supporting a robust API!