Securities America Earns BISA Award for Technology Innovation
April 07 2016 - 7:00AM
Business Wire
Award is second for broker-dealer in three years
The Bank Insurance and Securities Association (BISA) awarded
Securities America, a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc., (NYSE MKT: LTS) its 2016 Technology
Innovation Award.
Presented annually, the award honors a financial services
company for technology innovation that helps advance industry
products, services and platforms. This year, BISA selected
Securities America for its development and implementation of New
Business Solutions, Securities America’s next generation, paperless
system for processing business and opening new accounts.
New Business Solutions guides users through the account setup
and pre-approval processes using previously stored data to reduce
keystrokes, identify missing information and prefill
forms. The Set Up Account button automatically transmits data
to Securities America, National Financial or Pershing to establish
the accounts, allowing remote check deposit functionality to be
used.
Direct sponsor transactions are ready for principal pre-approval
after the advisor answers a few simple questions. The status of all
submitted business through approval is transparent to advisors,
home office processors and compliance approvers. Users can also
make changes to the address, suitability and other information on
one or multiple accounts in just a few simple steps.
“It’s an honor to earn this award for a second time in three
years,” said Securities America CEO and President Jim Nagengast.
“This recognition exemplifies our commitment to providing our
advisors with industry-leading technology that improves efficiency,
leaving them more time to serve their clients and grow their
business.”
Securities America received BISA’s first Technology Innovation
Award in 2013 for its Advisor Workstation Dashboard, which offers
advisors three customizable views — client, office and branch — and
draws data from multiple sources in seconds.
About Securities America
Securities America is one of the nation’s largest independent
broker-dealers with more than 2,000 independent advisors and $58
billion in client assets.
Securities offered through Securities America, Inc., member
FINRA/SIPC. Advisory services offered through Securities America
Advisors, Inc., an SEC Registered Investment Advisory Firm.
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version on businesswire.com: http://www.businesswire.com/news/home/20160407005129/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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