BGL is proud to announce the launch of its client identity verification solution, BGLiD.
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Published by Australian Fintech on 07 August 2023
Click here to read on the Australian Fintech website
BGL’s partnership with FuseSign reaches new heights!
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF), and investment management software, has announced its partnership with FuseSign, a cutting-edge digital signing provider, has reached a significant milestone with over 100,000 documents now signed with FuseSign in BGL products during the 2022/23 financial year.
“This is a huge milestone for the BGL and FuseSign teams,” said Ron Lesh, BGL’s Managing Director. “Our partnership continues to transform how accountants manage their clients’ compliance and streamline document delivery and signing processes.”
FuseSign has quickly risen to become the most widely used digital signing provider for BGL, a testament to its industry focus, efficiency and reliability. As a result, BGL has seen remarkable growth, with over 100,000 documents signed with FuseSign in the 2022/23 financial year. This achievement translates to nearly 400 documents signed by clients on every business day, showcasing the platform’s indispensable value.
“Our partnership with FuseSign aligns perfectly with our commitment to delivering exceptional solutions built for professionals,” continued Lesh. “Together, we aim to revolutionise the way our clients manage compliance and enhance the client experience through seamless digital signing.”
The synergy between BGL and FuseSign extends beyond their shared focus on the professional services industry. Both businesses are driven by a passion for innovation, client-centric values and a commitment to providing first-class services. This collaboration will pave the way for further advancements and growth in the industry.
To celebrate this partnership and showcase the power of FuseSign in action, BGL is excited to have FuseSign as a platinum sponsor of BGL REGTECH, its annual event that kicked off in Sydney on 1 August 2023. At the event, attendees visiting FuseSign’s booth can see firsthand how this integration simplifies document management and enhances productivity.
For those yet to experience the benefits of digital signing in CAS 360, Simple Fund 360, and Simple Invest 360, BGL encourages you to start a trial today, connect to BGL and witness the transformative power of FuseSign.
“BGL’s partnership with FuseSign marks an exciting chapter in our industry, where cutting-edge technology meets seamless client management. Together, we empower our clients to reach new heights in compliance management, setting a new standard for efficiency, accuracy and client satisfaction,” concluded Lesh.
Published by XU Magazine on 07 August 2023
Click here to read on the XU Magazine website
BGL’s partnership with FuseSign reaches new heights!
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF), and investment management software, is proud to announce its partnership with FuseSign, a cutting-edge digital signing provider, has reached a significant milestone with over 100,000 documents now signed with FuseSign in BGL products during the 2022/23 financial year.
“This is a huge milestone for the BGL and FuseSign teams,” said Ron Lesh, BGL’s Managing Director. “Our partnership continues to transform how accountants manage their clients’ compliance and streamline document delivery and signing processes.”
FuseSign has quickly risen to become the most widely used digital signing provider for BGL, a testament to its industry focus, efficiency and reliability. As a result, BGL has seen remarkable growth, with over 100,000 documents signed with FuseSign in the 2022/23 financial year. This achievement translates to nearly 400 documents signed by clients on every business day, showcasing the platform’s indispensable value.
“Our partnership with FuseSign aligns perfectly with our commitment to delivering exceptional solutions built for professionals,” continued Lesh. “Together, we aim to revolutionise the way our clients manage compliance and enhance the client experience through seamless digital signing.”
The synergy between BGL and FuseSign extends beyond their shared focus on the professional services industry. Both businesses are driven by a passion for innovation, client-centric values and a commitment to providing first-class services. This collaboration will pave the way for further advancements and growth in the industry.
To celebrate this partnership and showcase the power of FuseSign in action, BGL is excited to have FuseSign as a platinum sponsor of BGL REGTECH, its annual event that kicked off in Sydney on 1 August 2023. At the event, attendees visiting FuseSign’s booth can see firsthand how this integration simplifies document management and enhances productivity.
BGL is proud to announce its partnership with FuseSign, a cutting-edge digital signing provider, has reached a significant milestone.
Written by Keeli Cambourne
Published by SMSF Adviser on 4 August 2023
Click here to read on the SMSF Adviser website
Keep your clients engaged by using the right technology
Keeping SMSF clients engaged with their fund or portfolio is one of the best ways to retain and grow business, says a leading software provider.
At the BGL REGTECH in Sydney this week, Ron Lesh, BGL’s managing director, said technology can help advisers in ensuring their clients get as much information as they want or need and helps create better engagement.
He said new technology that allows advisers to do tasks such as digital signing can make it easier for clients as well as their service providers.
“BGL has built technology to help build client relationships,” he said.
“Things like digital signing are such an important way of gaining clients plus you get things done much faster than sending around paper documents,” he said.
“You can also give clients access to a mobile app through which they can check on their super fund balances every morning.”
However, Mr Lesh said building relationships with clients also requires more than just one meeting a year.
“Are you investing in your team so your team can have the relationships [with clients]?” he asked.
“Are you doing more than just compliance? We have the tools that can keep clients engaged.
“The AI that we’re using for processing review and document processing gets data more quickly and clients want data more quickly, so it means they can look at things more often and kept up to date.”
One of the latest updates to the BGL technology suite is the BETA release of its AI-powered paper-to-data software solution, BGL SmartDocs 360.
Mr Lesh said developed BGL SmartDocs was initially developed as part of its existing compliance offerings, Simple Fund 360 and Simple Invest 360.
“BGL SmartDocs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency,” he said.
“As the SmartDocs technology evolved, we realised it could provide a solution for many businesses leading to the creation of BGL SmartDocs 360.”
Mr Lesh said BGL SmartDocs 360 is unique in that it uses artificial intelligence with advanced deep-learning algorithms to process documents.
“BGL SmartDocs 360 learns from documents submitted through its training engine, unlike other solutions that require the creation of templates for each document layout,” he said.
“Once BGL SmartDocs 360 has learnt the document type it will permanently process the document type even if the document itself changes in layout. The document can be either a PDF or an image.”
“The AI data identification capability of BGL SmartDocs 360 allows businesses dealing with high document volumes, such as accountants, SMSF and investment administrators, to easily upload or email documents for automated processing.”
Written by Keeli Cambourne
Published by SMSF Adviser on 02 August 2023
Click here to read on the SMSF Adviser website
BGL promotes Warren Renden to general manager
BGL, Australia’s leading provider of company compliance, SMSF and investment management software, announced Warren Renden is now general manager of the CAS 360, Ecosystem and Brand, while Nadine Freitag has been promoted to head of people and culture.
The appointment comes two weeks after BGL introduced a seven-person executive team, which includes Mr Renden.
“It has been a pleasure to watch Warren grow and thrive with us both personally and professionally since he joined BGL in 2007,” said Ron Lesh, BGL’s managing director.
“His journey has been one of growth and exceptional dedication, and I could not be prouder to see him take on this new role.”
A highly experienced Product Manager, Mr Renden has a Bachelor of Commerce in Accounting, Finance and Financial Planning from Deakin University and qualifications in Applied Project Management from the Australian Institute of Management.
He has been a member of the ASIC Business Advisory Committee and the ATO Digital Service Providers Strategic Working Group and is currently a member of the DSPANZ Government Digital Services Committee.
During his 16 years at BGL, Mr Renden has had a number of roles, including Support Consultant, Product Trainer, CAS Desktop Product Manager and Head of CAS 360.
“As General Manager – CAS 360, Ecosystem and Brand, I will wear many hats, overseeing BGL’s CAS 360 product, Ecosystem platform, Partnerships, Marketing and Events teams as well as being part of the BGL Executive Team,” said Mr Renden.
“I am extremely grateful for the opportunity and looking forward to exciting times ahead.” Daniel Tramontana, Chief Executive Officer at BGL, said.
“Warren’s work has touched thousands of BGL users. He is passionate and determined in every sense and is regarded as one of the industry greats. I’m very excited about the opportunities that await Warren and BGL.”
Since joining BGL in 2021 as People and Culture Manager, Ms Freitag has been instrumental in implementing various initiatives to advance career development, mental health and well-being at BGL.
Her qualifications include a Diploma in Human Resources Management and qualifications in Strategic HR Planning from the Australian Institute of Management.
Published by Australian Fintech on 02 August 2023
Click here to read on the Australian Fintech website
BGL announces BETA of SmartDocs 360 AI powered paper-to-data solution
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, has announced the BETA release of its AI powered paper-to-data software solution, BGL SmartDocs 360.
“I’m thrilled to announce the BETA release of BGL SmartDocs 360,” said Ron Lesh, BGL’s Managing Director. “This sensational addition to the BGL cloud product suite is a testament to our product development teams’ outstanding efforts and dedication. I couldn’t be prouder of their hard work developing this innovative and unique paper-to-data solution.”
BGL SmartDocs 360 is a multi-award winning, AI powered paper-to-data solution that helps businesses unlock their full potential by transforming unstructured data into smart digital data.
The solution provides both Retail and Developer (no-code AI) solutions, meaning it can be integrated into any software solution or used by any business to convert paper into data. The Developer solution was released to BETA in October 2022.
“We initially developed BGL SmartDocs as part of our existing compliance offerings, Simple Fund 360 and Simple Invest 360,” continued Lesh.
“BGL SmartDocs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency. As the SmartDocs technology evolved, we realised it could provide a solution for many businesses leading to the creation of BGL SmartDocs 360.”
“What makes BGL SmartDocs 360 so exciting and unique is that it uses artificial intelligence with advanced deep learning algorithms to process documents. BGL SmartDocs 360 learns from documents submitted through its training engine, unlike other solutions that require the creation of templates for each document layout. Once BGL SmartDocs 360 has learnt the document type (it takes approximately 10 documents of a type), it will permanently process the document type even if the document itself changes in layout. The document can be either a PDF or an image.”
“The AI data identification capability of BGL SmartDocs 360 allows businesses dealing with high document volumes, such as accountants, SMSF and investment administrators, to easily upload or email documents for automated processing,” concluded Lesh.
As a flagship product, BGL SmartDocs 360 positions BGL to expand its global reach by delivering a paper-to-data solution to organisations across the globe and industries seeking to streamline operations and improve efficiency.
BGL released BGL SmartDocs 360 to BETA at BGL REGTECH, Sydney on 1 August 2023.BGL REGTECH is BGL’s annual event that this year is focused on helping its clients Retain, Educate and Grow. Both the retail and developer BGL SmartDocs 360 solutions are now in BETA, with a commercial release planned for the not-too-distant future.
Published by XU Magazine on 02 August 2023
Click here to read on the XU Magazine website
BGL announces BETA of SmartDocs 360 AI powered paper-to-data solution
GL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, is proud to announce the BETA release of its AI powered paper-to-data software solution, BGL SmartDocs 360.
“I’m thrilled to announce the BETA release of BGL SmartDocs 360,” said Ron Lesh, BGL’s Managing Director. “This sensational addition to the BGL cloud product suite is a testament to our product development teams’ outstanding efforts and dedication. I couldn’t be prouder of their hard work developing this innovative and unique paper-to-data solution.”
BGL SmartDocs 360 is a multi-award winning, AI powered paper-to-data solution that helps businesses unlock their full potential by transforming unstructured data into smart digital data.
The solution provides both Retail and Developer (no-code AI) solutions, meaning it can be integrated into any software solution or used by any business to convert paper into data. The Developer solution was released to BETA in October 2022.
“We initially developed BGL SmartDocs as part of our existing compliance offerings, SimpleFund 360 and Simple Invest 360,” continued Lesh. “BGL SmartDocs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency. As the SmartDocs technology evolved, we realised it could provide a solution for many businesses leading to the creation of BGL SmartDocs 360.”
“What makes BGL SmartDocs 360 so exciting and unique is that it uses artificial intelligence with advanced deep learning algorithms to process documents. BGL SmartDocs 360 learns from documents submitted through its training engine, unlike other solutions that require the creation of templates for each document layout. Once BGL SmartDocs 360 has learnt the document type (it takes approximately 10 documents of a type), it will permanently process the document type even if the document itself changes in layout. The document can be either a PDF or an image.”
“The AI data identification capability of BGL SmartDocs 360 allows businesses dealing with high document volumes, such as accountants, SMSF and investment administrators, to easily upload or email documents for automated processing,” concluded Lesh.
As a flagship product, BGL SmartDocs 360 positions BGL to expand its global reach by delivering a paper-to-data solution to organisations across the globe and industries seeking to streamline operations and improve efficiency.
BGL released BGL SmartDocs 360 to BETA at BGL REGTECH, Sydney on 1 August 2023. BGL REGTECH is BGL’s annual event that this year is focused on helping its clients Retain, Educate and Grow. Both the retail and developer BGL SmartDocs 360 solutions are now in BETA, with a commercial release planned for the not-too-distant future.
BGL is proud to announce the BETA release of its AI powered paper-to-data software solution, BGL SmartDocs 360.
Published by XU Magazine on 01 August 2023
Click here to read on the XU Magazine website
BGL is proud to announce the promotion of Nadine Freitag to Head of People and Culture.
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, is proud to announce the promotion of Nadine Freitag to Head of People and Culture.
The announcement was made at BGL REGTECH, Sydney on 1 August 2023. BGL REGTECH is BGL’s annual event that this year is focused on helping its clients Retain, Educate and Grow.
Recently, Freitag was appointed to the BGL Executive Team. “I am so proud of Nadine and excited to see her take on this new role,” said Daniel Tramontana, BGL’s Chief Executive Officer. “Nadine’s passion for fostering a supportive work environment and dedication to our team’s well-being aligns perfectly with BGL’s core values. I have no doubt Nadine will play a pivotal role in leading BGL into the future.”
Since joining BGL in 2021 as People and Culture Manager, Freitag has been instrumental in implementing various initiatives to advance career development, mental health and well-being at BGL.
“Nadine’s efforts over the past 2 years have significantly strengthened our exceptional workplace culture. With her can-do attitude and unwavering commitment to BGL’s betterment, Nadine represents everything that makes us great,” continued Tramontana.
Freitag’s qualifications include a Diploma in Human Resources Management and qualifications in Strategic HR Planning from the Australian Institute of Management. She is also a Certified Strengths Profile Practitioner and Mental Health First Aider, who is dedicated to fostering a positive and supportive work environment.
“I’m excited to be given this opportunity and very much looking forward to embarking on this next chapter of my BGL journey,” said Freitag. “Ron and Daniel’s belief in my abilities and support has been the driving force behind this achievement, along with my awesome team, who have been my biggest supporters over the past 2 years. Comfort zones are a beautiful place, but nothing ever grows there and I’m always keen for a challenge, so here goes!”
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