Securities America Tops $1 Billion in Mobile Check Deposits
October 18 2016 - 7:00AM
Business Wire
Advisor adoption of technology helps promote a more efficient
office
Financial advisors with Securities America, a wholly owned
subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:
LTS) recently surpassed $1 billion of deposits into client
brokerage accounts using mobile devices such as a cell phone or
tablet.
Sean Buckley, CFO of Buckley Financial Planning in Worthington,
Ohio, was an early adopter of this technology.
“When using mobile check deposit, the cash from a check
generally becomes available on the same day we receive the check,”
Buckley said. “This gives me the option to invest the funds
sooner.”
Tera Myers, service specialist at Buckley Financial Planning,
said using mobile check deposit has streamlined her workflow,
freeing up time for other responsibilities.
“Mobile check deposit has improved my time management by cutting
down on time spent processing, shipping out physical checks, and
tracking them through Securities America,” Myers said.
Securities America Executive Vice President and Chief
Information Officer Doreen Griffith said reaching the $1 billion
mark for funds received through mobile check deposit is a strong
indication of how technology adoption makes Securities America
offices more productive in their daily workflow.
“This is just one example of how rapidly evolving technology is
reshaping our industry,” Griffith said. “By embracing Mobile Check
Deposit, our advisors and their staff have freed up significantly
more time that they can use to better serve their clients.”
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.
Securities America and Buckley Financial Planning are separate
entities.
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version on businesswire.com: http://www.businesswire.com/news/home/20161018005400/en/
Securities AmericaNatalie Hadley, 402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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