ETI's President, Richard Walker, to be a panelist for the automated account opening discussion at the SIFMA Operations Conference & Exhibit on May 6, 2008.
Phoenix, AZ (May 06, 2008) – ETI's President, Richard Walker (http://www.quikforms.com/AboutTeam.aspx ), will be a panelist in SciVantage's "Automated Account Opening: Optimizing New Business Establishment For Your Firm" workshop on Tuesday, May 6 at 9:45 AM at the SIFMA Operations Conference and Exhibit.
The interactive panel discussion will offer insight into the latest technology innovations and best practices in automated account establishment, electronic funding and forms fulfillment. Moderated by Scivantage, this industry panel will explore the key factors to optimizing the costly and cumbersome process of opening new accounts across multiple product types and in support of multiple brokerage channels. Learn how automating the data collection, approval, funding and submission process, can reduce the overall cost on each account opened, increase the conversion rate on new accounts and improve the level of customer service provided to clients.
ETI is an innovative leader in the area of forms automation and Richard has over 15 years of experience in financial services, forms automation and designing world-class business solutions. ETI's Quik! product suite is the power behind many the straight-through-processing initiatives at the top broker/dealers and product companies. Richard will be speaking about ETI's successes in the new account opening process and the latest developments in electronic signature capture, submitting form data electronically and processing new account data.
If you will be at the SIFMA conference on May 6 please attend the workshop to find out how your company can benefit from Richard's knowledge and ETI's experience as a forms automation leader.
For more details about the SIFMA event, please visit their website: http://events.sifma.org/2008/105/event.aspx?id=2326
About Efficient Technology, Inc.
Efficient Technology, Inc. (ETI) is the developer of Quik!, the industry leader of enterprise forms automation solutions and provider of an extensive library of fillable forms. Quik! enables straight-through processing and seamless integration with any existing process flow resulting in faster transactions with fewer errors and an easier way of doing business. ETI is committed to providing effective and efficient solutions through outstanding customer service. ETI was founded in 1996 as a consulting company and built the Quik! Enterprise Solutions in response to the industry’s growing need to automate the process of filling out paperwork. Visit http://www.quikforms.com .
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