Banks and Credit Unions
Maximize Efficiency with Process Automation
Exceed expectations with a 360-degree view of customer data, powering your omnichannel experience.
Banks and credit union solutions
Lending
Expedite lending review with a centralized repository and automated processes that keep work 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, as well as streamline approval, KYC and AML processes.
Lending Operations
Accelerate underwriting from application to decision by centralizing information. Increase efficiency by automating routing, data extraction and task assignment.
Customer Portals
Improve the customer experience with a 24/7 self-service portal. Foster trust by giving customers instant access to documents and claims history, while reclaiming time for employees.
“Laserfiche has been a critical component in our growth.” — Morgan Wheeler, Business Intelligence Manager and Vice President, F&M Bank
Featured Success Story
Laserfiche Supports F&M Bank in Growing Assets from $7.6 to $11.7 Billion
With economic uncertainty being the new normal, the demand for reliable financial institutions has risen tremendously. F&M Bank is one…
D.L. Evans Bank Simplified Audits and Secured Data to Address Compliance
“We’re a $3.5 billion-in-assets institution today, up from $175 million around 25 years ago — a big part of that has been possible because of Laserfiche,” said Gerardo Munoz, D.L. Evans CIO.
Hear from banking and credit union leaders
Scale operations without losing sight of customer service.
About Us
Why Laserfiche
Bridge the gap with customers
Reclaim time to provide more personalized service to your customers with process automation tools.
Increase data accuracy
Lower not in good order (NIGO) rates with intuitive online forms and intelligent data capture technology.
Reduce compliance risk
Protect sensitive data throughout its lifecycle with security, records management and audit tools.
Customizable integrations
Get a complete view of your customers and their data by connecting Laserfiche to core banking systems.
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
Grow with a new data strategy
Customers expect you to meet them where they are — whether that’s at home, in the office or on the go. In this on-demand webinar, learn about creating a unified data strategy that serves you, so you can serve your customers.
6 Ways the Right Records Management Solution Can Streamline Financial Services Operations
Blog
Learn More
Streamlining Lending Processes: The Power of Automation in Driving Revenue and Productivity
Blog
Learn More
Contact Us
Whether you have product questions, support needs or want to partner with us, we’re here to help you on your digital transformation journey. Fill out the form and a Laserfiche team member will be in touch as soon as possible.