RIAs: Automate Resource-Intensive Business Processes | Integrate with CRM Systems to Find and Use Information More Quickly

The more time members of your staff spend using information instead of filing and finding it, the more productive they are, and the more revenue they generate. At the same time, knowing your information is secure and searchable simplifies compliance and auditing—and lets you sleep better at night.

Because Laserfiche provides both departmental flexibility and enterprise control, thousands of leading RIA firms use Laserfiche enterprise content management to create a user-friendly, standardized system for managing client information, company records, correspondence—even e-mail and social media—in a way that’s convenient, comprehensive and compliant.

Using simple but powerful automation tools, Laserfiche accelerates and streamlines business processes, saving time and money while reducing security risks.

How we help:

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What our customers are saying:

“For us, choosing Laserfiche was a common-sense decision, a real no-brainer.”

— Alan Levitz
CEO and President
GCG Financial

Read the case study »

Automate Resource-Intensive Business Processes

Laserfiche transforms paper- and time-intensive business processes into an automated, digital form, improving collaboration and reducing the costs of managing information.

Automate new account opening, suitability approval and exception handling.
Reduce manual data entry by automatically populating client information.
Extract data to automatically update back-office systems.
Automate time-consuming back-office tasks such as AP processing, HR onboarding and more.

Solution Exchange

Financial Services Firms: Improve Filing with Laserfiche Workflow

Justin Steen from Cities Digital shares step-by-step instructions on how to better file client documents with Laserfiche Workflow.

Integrate with CRM Systems to Find and Use Information More Quickly

Laserfiche’s open architecture speeds integration with existing applications—while programming tools and pre-packaged modules limit costs and deployment times.

Easily develop integrations with Junxure, Goldmine, Advisors Assistant, Laser App, Quik! and other applications to provide information on demand and document collaboration and movement capabilities.
Retrieve information from databases and other back-office systems to automatically populate template fields, validate data entry and check metadata capture.
Trigger Workflow activities from third-party applications like CRM applications, practice management systems, portfolio management applications and a variety of back-office systems.

Case Study

Family Office Drives Efficiency Using ECM

An integrated ‘hub approach’ to managing information helps Piedmont Trust better service clients.

Improve Client Service

Laserfiche improves access to customer information, creates greater consistency of customer service and supports faster, more informed decision-making.

Locate and send information while still on the phone with a client—even from your iPhone or other mobile device.
Create consistency by providing standardized templates and tools for managing content.
Empower employees at all levels to quickly and confidently make well-informed decisions, elevating customer service levels and decreasing wait times.

Accelerate Audits while Reducing Compliance Costs

Increased oversight doesn’t need to mean increased costs. In fact, in addition to the cost savings of working in a paperless environment, using Laserfiche automates and tracks information in a way that makes it as easy to find as it is easy to use.

Automate compliance, check and security log creation.
Provide auditors with instant access to digital files, significantly reducing audit times.
Reduce storage costs while complying with recordkeeping regulations.
Automate document retention and destruction, eliminating lost documents—and headaches.