News and Announcements
Traverse City, MI
Recently attended conferences:
VASBO-SASBO Conference and Discovery Forum
Indiana Association of School Business Officials - Annual Meeting/Conference
Fort Wayne, IN
Michigan School Business Officials - Annual Conference
Grand Rapids, MI
Congratulations to Sherry Williams from Calhoun ISD, prize winner of the CEO Image drawing at MSBO
Louisiana School Business Officials - Spring Conference
Lake Charles, LA
April 10-11, 2013
CA Charter Schools
San Diego, CA
Image Executive CEO v. 2.0.3 - Now Available
CEO v. 2.0.3 enhancements include a new interface with Junxure CRM's latest version.
CEO v. 2.0.3 provides seamless integration with Junxure CRM, to better manage client data, and incorporates CEO's advanced tools for document scanning, flexible indexing and electronic records compliance, providing office efficiencies and enhanced advisor productivity.
Version 2.0.3 also includes an optional Web Portal Vault that in concert with CEO's online web application provides browser-based viewing and secure web based management of client records.
Software integrations such as CEO's with Junxure CRM are critical in providing efficiencies in financial advisor practices. The enhanced integration in CEO v. 2.0.3 will be a key tool in streamlining and simplifying many back-office processes, saving advisors valuable time.
CEO Imaging was ahead of the curve almost 10 years ago in providing our first generation of full featured scanning and paperless office systems for advisor practices, and with the new CEO version 2.0.3 we provide easy to use, state of the art functionality, integration, and scalability that advisors need.
Our mission is to provide comprehensive solutions for advisors that include in depth training and education, to ensure that advisors are successful going paperless. The "how to" that CEO provides spells the difference for advisors successfully implementing and fully realizing the benefits and ROI of our document management technologies.