When Commonwealth Financial Network of Waltham, MA, the nation’s third-largest privately-held broker-dealer, decided to adopt a standardized document management system for its 1,000 financial planners from coast-to-coast, it put its reputation as a technology leader on the line.

But after a 12 month review of 32 software packages, Michael Sundberg, Commonwealth’s Due Diligence Officer, recommended Laserfiche to CIO Ed Bell, and the solution has been working well ever since. (more…)

In the world of finance, managing even a single department’s documents can be an arduous task. When four disparate departments merge, however, managing the ensuing amalgamation of client records takes on a life of its own. For Christina Bacon, client records manager for Fortis Guernsey, taming the paper monster proved a considerable challenge. But through thorough, thoughtful planning, and with the help of Laserfiche® digital document management, staff at Fortis Guernsey now enjoy the familiarity of their former paper-based business processes—accelerated at the speed of today’s technology. (more…)

Rigorous auditing and regulatory mandates required a reliable, transparent solution for tracking and managing records. And a premier financial firm like Geneos couldn’t afford any obstacles to sharing critical information across 60 branch offices and as many as 150 remote locations. Geneos needed a system that could keep up with its success, tracking and exchanging thousands of records and documents. (more…)

In the hypercompetitive world of personal finance, it can often seem that raising revenue is the only goal. But for Wall Street Financial Group, a registered investment advisory firm with 175 representatives in all 50 states, optimizing the firm’s business processes and promoting its staff’s satisfaction are just as high on the list. (more…)

Tom Feenan, founder of the Feenan Financial Group in Quincy, MA, calculated early last year that the firm was paying $13,000 per year to rent space for filing cabinets. He vowed that he would rectify this situation and, after a few twists and turns, found Laserfiche and the solution to his problem. (more…)

Kennedy and Coe, one of the largest CPA firms in the nation, is using Laserfiche to help its headquarters organize and archive accounts payable, accounts receivable and general ledger information. (more…)