San Diego, CA (PRWEB) September 8, 2006
Core BackOffice Systems, a leading provider of financial Broker-Dealer software systems, today announced that Pacific West Financial Group selected Core as their premier technology partner. Pacific West Financial Group will be implementing Core’s Document Management, Compliance Management, and Task Management workflow systems for their RIA & Broker-Dealer.
Pacific West Financial Group, a top independent broker dealer & RIA firm, was looking for a comprehensive technology strategy to automate their back office operations. The decision was driven by their need to convert manual paper workflow into a robust document imaging platform, electronically track compliance & supervision duties and create a historical record of customer service requests.
“Core BackOffice Systems is changing the way we run our broker/dealer. The efficiencies we will gain from scanning our documents and electronically automating our compliance tracking and rep service requests will not only bring bottom line benefits for years to come, but, more importantly, will also allow us to service our reps better,” said Shanon Ford, Chief Financial Officer of Pacific West Financial Group. Pacific West Financial Group provides hands-on personalized service to more than 250 financial representatives.
Core BackOffice Systems is a San Diego based technology firm specializing in software creation, IT consulting and hardware manufacturing. Core’s software solutions offer complete document imaging capabilities, secure client database records, task-management workflow modules, and reporting suites.
Core BackOffice’s clients range from small business offices to large sized corporations. Core currently provides business-wide enterprise software solutions to the Insurance, Banking, and Financial Broker-Dealer industries. Core BackOffice can be reached at (858) 613-1393 or on the web at http://www.corebackoffice.com.
For more information please contact:
Cliff Haskins, VP Sales and Marketing
Core BackOffice Systems, Inc.
11956 Bernardo Plaza Drive
San Diego, CA 92128
Pacific West Financial Group
555 South Renton Village Place
Renton, WA 98055