Quicklinks
Stories by Industry
Investment Advisors
- Halbert Hargrove Investment Counsel
“While we haven't put an actual dollar figure on the value of this system and what it does for us, it has to be in the range of tens of thousands of dollars per month.” - Woodard Insurance, LLP
Laserfiche helps a leading firm of investment advisors and insurance professionals increase profitability by serving clients more efficiently. - Bingham and Hensley
A financial planning organization uses Laserfiche to better manage its client files and more easily comply with regulations.
Broker-Dealers
- Commonwealth Financial Network
“Laserfiche gives our financial planners more time to run their businesses and take care of customers, instead of handling clerical duties.” - Geneos Wealth Management
A leading broker-dealer uses Laserfiche to share information and enable straight-through processing across its 200+ locations. - NFP Securities
Laserfiche helps a nationwide broker-dealer share information more effectively with member firms, brokerage houses and insurance companies.
Investment and Trust Companies
- Fortis Guernsey
“Laserfiche has become everyone’s everyday tool—it’s been absolutely fantastic.”
Banks
- Halifax/Bank of Scotland
“Laserfiche will reduce our processing costs, improve disaster recovery and clearly enhance customer service. We forecast a full project payback within two years.” - Bank of China
One of the world’s largest banks uses Laserfiche to provide staff across multiple locations with instant access to client information. - PeoplesBank
A community bank uses Laserfiche to comply with regulations and protect critical client information.
OSJ Firms
- Feenan Financial Group
“We saved a half day's worth of staff time when the compliance officer was here recently for an audit. Laserfiche is already a very worthwhile investment.”
CPA Firms
- Kennedy and Coe, LLC
“Previously, an invoice from several years ago would take days to find. Now, I can look it up in a matter of seconds.”
Insurance Firms
- Bloss and Dillard
“Many of our clients had switched to digital documents in recent years, so we were out of date with our paper filing system.”
