Financial Services

Drive Growth with ECM

Streamline operations, reduce costs and build stronger relationships with customers for financial growth.

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Financial services solutions

Customer Onboarding

Provide a seamless onboarding experience. Capture applications through dynamic forms that standardize data. Streamline approval, KYC and AML processes.

Claims Processing

Digitize FNOL submissions to expedite claims. Automate the claims journey and gather insights into common claims and adjuster workloads.

Customer Portals

Create a 24/7 self-service portal to give clients instant access to documents and service request forms.

Regulatory Compliance

Slash audit prep time and safeguard client data with records management tools, audit trails and retention schedules.

Featured Webinar

F&M Bank saves 400 hours of work per month with Laserfiche

Learn how F&M managed its expansive growth by integrating legacy systems, centralizing information for easier audits and delivering informative data on key processes, all with Laserfiche.

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Wealth Management
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Insurance agent talking with client.
Insurance
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Banks and Credit Unions
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Hear from financial services leaders

See financial services success stories

Stonehage Fleming

Gert Bester, IT Business Systems Manager

“Everything we can think of — whether it involves integration, or it is a simple or complex solution — Laserfiche can do it.”

Bank of China

Frank Chen, Section Manager

“My favorite part of Laserfiche I think is the people. Laserfiche helped the bank catch up about 15 years that we were lagging behind.”

MSIG Hong Kong

Alan Yue, Senior Vice President of Information Technology

“Laserfiche has helped users throughout the company to identify opportunities to improve day-to-day work. The sky is the limit.”

Setting industry standards

Recognized for supporting investment management compliance
fintech breakthrough award 2025

Named ‘Best InsurTech Solution’

Stonehage Fleming wins 2024 Impact Award for Technology Transformation with Laserfiche

Our Difference

Why Laserfiche

A one-stop platform

Give employees a complete view of the customer with Laserfiche as a single source of truth.

Compliance, not complexity

Use records management and security tools to support frameworks such as FDIC, NAIC and SEC.

AI that accelerates work

Reduce manual work and make faster decisions with generative AI document processing and summarization tools.

Was Analysten und Kunden sagen

“Die erste Wahl der Kunden”

“Ein starker Performer”

“Führend”

Gartner® hat Laserfiche im Gartner Magic Quadrant™ 2024 für Dokumentenmanagement als führend eingestuft.

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Laserfiche wurde im Gartner® Peer Insights™-Bericht „Voice of the Customer“ für das Jahr 2025 von den Kunden ausgewählt: Dokumentenmanagement-Bericht.

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Ernennung zum Leader in der Nucleus Research CSC Technology Value Matrix™.

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Von Kunden hoch bewertet, mit einer durchschnittlichen Bewertung von 4,7 Sternen und Platz 1 in der Kategorie Dokumentenmanagement auf G2.

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Banking Industry Report: The State of Information Management and the Customer Experience

Featured Resource

Banking Industry Report: The State of Information Management and the Customer Experience

Laserfiche partnered with Credit Union Times to ask 191 baking decision-makers about their key business priorities and digital transformation. Learn what these leading voices think about the industry’s future.

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Kontaktieren Sie uns für Ihre ECM-Bedürfnisse

Egal, ob Sie Produktfragen haben, Unterstützung benötigen oder eine Partnerschaft mit uns eingehen möchten, wir sind hier, um Ihnen bei Ihrer digitalen Transformation zu helfen. Füllen Sie das Formular aus, und ein Mitglied des Laserfiche-Teams wird sich so schnell wie möglich mit Ihnen in Verbindung setzen.