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 — from new account opening to contracts — 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 Success Story
Berkshire Hathaway Homestate Companies
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.
Voz de clientes y analistas
“Elección del cliente”
“Un gran ejecutor”
“Líder”
Gartner® nombró a Laserfiche líder en el Gartner Magic Quadrant™ 2024 para la gestión de documentos.
Laserfiche es una elección de los clientes en el 2025 Gartner® Peer Insights™ “Voice of the Customer”: Informe de gestión documental.
Nombrado Líder en la Matriz de Valor de Tecnología CSC™ de Nucleus Research.
Muy bien valorado por los clientes, con una puntuación media de 4,7 estrellas y el número 1 en la categoría de Gestión Documental en G2.
Featured Resource
Unlock the power of data
Identify insurance industry challenges and learn how an ECM platform can help to address them. Access your data with GenAI technologies and make smarter decisions that drive new growth and greater efficiency.
Contáctenos
Ya sea que tenga preguntas sobre productos, necesidades de soporte o desee asociarse con nosotros, estamos aquí para ayudarlo en su viaje de transformación digital. Complete el formulario y un miembro del equipo de Laserfiche se comunicará con usted lo antes posible.