Case StudyRecords ManagementFinancial ServicesAfrica & Middle EastBanks and Credit UnionsCompliance

Bank of Beirut Decreases Customer Transaction Times and Improves Staff Productivity by 60 Percent

The Bank of Beirut, one of Lebanon’s leading banks, provides commercial, corporate and correspondent banking services across 85 branches in Lebanon as well as in the UK, Germany, Australia, Nigeria, Ghana, Cyprus, Sultanate of Oman and the United Arab Emirates. The bank’s previous system for handling bank transactions, which was paper-based, made it difficult for…

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Case StudyFinancial ServicesEuropeBanks and Credit UnionsLoan Processing

Glasgow Credit Union Implements Cutting-Edge Lending Platform

One of the largest credit unions in Europe, UK-based Glasgow Credit Union, prides itself on offering cutting-edge lending solutions to its 50,000 customers. With an eye on building an automated lending platform, the company sought an integrated document management solution that could improve its customer service using its existing systems and processes. “To ensure the…

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Gitterman & Associates

Since it was founded in 1990, Gitterman & Associates Wealth Management, LLC has grown from a five-person financial firm to a dually registered firm with 25 employees handling $225M assets under management (AUM) on its RIA side and over $400M AUM on its broker-dealer (BD) side. With this growth came the need to manage more…

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Shareholders Service Group

Shareholders Service Group (SSG) was co-founded in 2002 by Peter Mangan and Bob Reed, financial services executives with over 60 collective years of experience in the brokerage services and financial advisor industry. Their goal was to provide high-quality, dedicated services for independent registered investment advisors. Dan Skiles, EVP of SSG, discusses Laserfiche ECM for Independent…

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