With the LaserApp integration, you can now launch account opening paperwork from within Riskalyze.
Note: In order to use this integration, you will also need to have an integration with either RedTail or Salesforce connected. These are required to pull in the necessary information to complete paperwork within LaserApp. You will need a minimum of six fields of information, including the clients Social Security Number.
Connecting the Integration
- Log in to Riskalyze and navigate to MENU -> Settings at the top right of your screen.
- Click on the INTEGRATIONS tab, then choose Laserapp from the list of options.
- Click Connect
Using the Integration
Once your Integration is connected, navigate to a client profile screen. You are now able to launch account opening paperwork from a Riskalyze client profile. You can do so by clicking the Client Actions button followed by Send to LaserApp:
That's all there is to it!