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.
Ce que disent les Analystes et Clients
“Le choix des clients”
“Une performance forte”
“Chef de file”
Gartner® a désigné Laserfiche comme leader dans le Magic Quadrant™ 2024 de Gartner pour la gestion documentaire.
Laserfiche est un choix des clients dans le rapport 2025 Gartner® Peer Insights™ “Voice of the Customer” : Document Management report.
Nommé leader dans la Nucleus Research CSC Technology Value Matrix™.
Très bien noté par les clients, avec une note moyenne de 4,7 étoiles et la première place dans la catégorie Gestion de documents sur 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.
Contactez-nous pour vos besoins en ECM
Que vous ayez des questions sur le produit, des besoins d’assistance, ou en vue de notre collaboration, nous sommes là pour vous aider dans votre parcours de transformation numérique. Remplissez le formulaire et un membre de l’équipe Laserfiche vous contactera dès que possible.