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Summary: Girard Securities, a San Diego-based independent broker-dealer, has just completed a yearlong project to go paperless. The paperless project was time-consuming and involved several teams, but it has resulted in better workflow tracking and electronic signatures at the IBD, said Claire Maurer, associate vice president of adviser relations for Girard, which is now in the process of being acquired by Nicholas Schorsch's RCS Capital Corp.
 “I can't say enough about the whole efficiency and time savings. Completing forms has been a challenge due to the number of places a client needs to sign or initial. Now, I have the option of sending them electronically, and the system catches the errors before the documents can be submitted.”Craig Cowles, partner, Cardinal Wealth Advisers. |
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