Financial Services
Drive Growth with ECM
Streamline operations, reduce costs and build stronger relationships with customers for financial growth.
Financial services solutions
Customer Relations
Onboard more customers using online forms that standardize data collection. Shorten response times with automated processes that keep information flowing.
Operations
Streamline transactions ā from new account opening to contracts ā through AI-powered data capture and automated routing.
Customer Onboarding
Provide a seamless onboarding experience. Capture applications through dynamic forms that standardize data. Streamline approval, KYC and AML processes.
Customer Portals
Create a 24/7 self-service portal to give clients instant access to documents and service request forms.
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.
Hear from financial services leaders
See financial services success stories
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.
Von Analysten und Kunden
“Die erste Wahl der Kunden”
“Ein starker Performer”
“FĆ¼hrend”
GartnerĀ® hat Laserfiche im Gartner Magic Quadrantā¢ fĆ¼r Dokumentenmanagement 2024 als Leader eingestuft.
Laserfiche gehƶrt zu den von Kunden ausgewƤhlten Produkten im 2025 verƶffentlichten Bericht GartnerĀ® Peer Insightsā¢ āVoice of the Customerā: Document Management.
Laserfiche wurde von der Info-Tech Research Group zum Emotional Footprint Champion 2025 in der Kategorie āEnterprise Content Management ā Enterpriseā ernannt.
Ernennung zum Leader in der Nucleus Research CSC Technology Value Matrixā¢.
Von Kunden hoch bewertet, mit einer durchschnittlichen Bewertung von 4,7 Sternen und Platz 1 in der Kategorie Dokumentenmanagement auf G2.
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 industryās future.
Gerne beraten wir Sie bei Ihren ECM-Anforderungen.
Egal, ob Sie Produktfragen haben, UnterstĆ¼tzung benƶtigen oder eine Partnerschaft mit uns eingehen mƶchten, wir sind hier, um Ihnen bei Ihrer digitalen Transformation zu helfen. FĆ¼llen Sie das Formular aus, und ein Mitglied des Laserfiche-Teams wird sich so schnell wie mƶglich mit Ihnen in Verbindung setzen.