Laserfiche, the market leader in content management solutions for wealth management, has won WealthManagement.com’s 2016 Industry Award for Document Management for the second consecutive year. The awards recognize outstanding companies and organizations that support financial advisor success.
“Wealth management firms that use Laserfiche to control information and processes enable advisors to focus on service and growth,” said Chris Wacker, CEO of Laserfiche. “We appreciate WealthManagement.com’s recognition of Laserfiche’s long-standing leadership in the financial industry.”
Nominees for the Document Management Award were selected based on their outstanding contributions to enhancing advisors’ ability to drive operational efficiencies. Laserfiche 10 was named the category winner due to its leading-edge business process management functionality, including:
- An extensive Business Process Library, a collection of common, prebuilt processes that simplify process optimization for new account onboarding, wire transfers and NIGO/IGO review, among other activities
- Collaboration tools that facilitate team communication on processes through an integrated social community platform
- Content analytics that improve data-driven decision-making with embedded metrics and dashboards to provide insight into workload, staff performance, task status and many other areas
“Our firm recently went through an SEC audit, and we couldn’t have done it without Laserfiche,” explained Amy Flourry, Director of Operations for Rehmann Financial. “Laserfiche makes all the difference in an audit because you are able to provide what auditors need quickly and easily. Laserfiche has been a big part of our firm’s growth, allowing us to create consistent processes while maintaining regular oversight.”
With over 300,000 readers, WealthManagement.com is one of the largest publications in the wealth management industry. More than 400 nominations were submitted for consideration in a wide range of categories.
Winners were announced Thursday, Sept. 29, at a gala reception at New York’s Mandarin Oriental. Other award recipients included Fidelity, Envestnet, JP Morgan, Betterment Institutional, and other notable firms.
Laserfiche was also named a finalist for the Innovation Award, which recognizes products that move the financial advisor industry forward. For more information about Laserfiche, please visit: www.laserfiche.com
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Laserfiche is a global software development company focused on Enterprise Content Management (ECM) and business process automation solutions for highly regulated industries such as financial services, education, government and healthcare. Laserfiche transforms how wealth management firms manage information, automate document-driven business processes and meet compliance requirements cost effectively. Laserfiche provides intuitive solutions for capture, electronic forms, workflow, case management, cloud, mobile and government-certified records management. Since 1987, Laserfiche has been the trusted choice of more than 36,000 organizations worldwide. For more information, visit www.laserfiche.com or follow Laserfiche on Twitter, LinkedIn, Facebook and Google+.