Leading Financial Services Institutions Win Laserfiche Run Smarter® Awards for Streamlining Business Processes

Each year, Laserfiche recognizes organizations that use Laserfiche enterprise content management (ECM) to improve productivity, innovate processes and achieve exceptional business results. This year, Laserfiche is pleased to announce that two financial services institutions have won Laserfiche Run Smarter® Awards for enhancing efficiency and controls with business process management (BPM).

“Financial institutions depend on business process management to provide the agility needed to serve their dynamic markets,” said Chris Wacker, CEO of Laserfiche. “NorthStar Financial Services Group and Tocqueville Asset Management strategically leverage Laserfiche to manage and administer billions of dollars in assets while complying with the ever-changing regulatory landscape. Congratulations!”

• NorthStar Financial Services Group, LLC, Omaha, NE—With more than 700 employees and $374 billion in assets under management and administration, NorthStar is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, IT, and sales leadership for all its subsidiaries. NorthStar used Laserfiche forms and workflow to automate legal requests and processes, resulting in shorter processing times and increased communication and efficiencies among the organization.

Kayle Nielsen, Systems Engineer at NorthStar Financial Services Group, LLC

• Tocqueville Asset Management L.P., New York—Tocqueville Asset Management provides portfolio management services to high net worth individuals, institutional clients and mutual funds. The firm recently alleviated physical storage of paperwork by automating more than 25 business processes including employee compliance activity reports, quarterly transaction reports and onboarding for new clients. The increased efficiency has expedited billing and audits, reduced errors and will enable the firm to more quickly process new accounts.

Linda Schecter, Records Retention at Tocqueville Asset Management

The Laserfiche Run Smarter® Award winners were announced during the Laserfiche Empower 2016 Conference. In total, 47 organizations from around the world were honored during the event. The full list of winners is available at the Empower 2016 Conference website.

About Laserfiche
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

With intuitive on-premises and cloud solutions for document management and process automation, Laserfiche improves productivity, efficiency and strategic decision-making for organizations looking to transform into a digital workplace.

For more than three decades, Laserfiche has fostered an active user community that shares ideas and inspires solutions. To learn more, visit laserfiche.com/about-laserfiche.

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