Laserfiche has been named a winner in the Document Management category of the WealthManagement.com 2015 Industry Awards Program, which honors companies and organizations that enable financial advisor success.
Nominees for the Document Management Award were selected based on their outstanding contributions to enhancing advisors’ ability to manage documents and drive operational efficiencies. Laserfiche 9.2, a trusted, proven and scalable document management solution with a low total cost of ownership, was named the category winner due to its leading-edge business process management and electronic records management functionality that helps financial advisors:
- Eliminate the hassle and expense associated with handling paper documents
- Maximize efficiency by automating manual processes like new account document review, NIGO/IGO review and blotter processing
- Provide more responsive client service with secure access to information
From left to right: Zaheer Master, President, Accelerated Information Systems; Chris Wacker, CEO, Laserfiche; Sumera Wacker; and Elan Mendel, General Counsel & Chief Compliance Officer, Commonwealth Foreign Exchange. Photo courtesy Zaheer Master.
“From compliance to on-the-go access, Laserfiche addresses many pain points advisors have with document management,” said Chris Wacker, CEO at Laserfiche, who accepted the award. “We appreciate WealthManagement.com’s recognition of Laserfiche’s leadership in the financial industry.”
Laserfiche was also named a finalist for the Innovation Award, which recognizes products that move the financial advisor industry forward. Laserfiche was nominated for the release of Laserfiche Connector, a code-free integration tool which Joel Bruckenstein, founder and publisher ofTechnology Tools for Today, called a “game-changer that makes FinTech integrations a breeze.”
With over 300,000 readers, WealthManagement.com is one of the largest publications in the wealth management industry. More than 100 nominations were submitted for consideration in a wide range of categories. Finalists were chosen by a panel of industry experts during preliminary judging in June.
Winners were announced Thursday, September 24, at the WealthManagement.com Industry Award Banquet . The list of winners in all categories is available at http://wealthmanagement.com/industry-awards-coverage/2015-wealth-management-industry-awards-winners .