We use cookies and other technologies to analyze visitor traffic, improve your experience, and support our site. By clicking “I Agree”, you consent for us to set advertising cookies and provide you with tailored ads in accordance with our Privacy Policy.

I do not agreeI agree
Skip to content
 

Contact Us

Get a Demo

Sign In

Laserfiche
Laserfiche
Laserfiche
    • Solutions
        • By Industry
          • Government
            • Federal Government
            • State & Local Government
            • Law Enforcement
            • Education
              • Higher Education
              • K-12 Schools & Districts
            • Commercial
            • Healthcare
          • Financial Services
            • Wealth Management
            • FINRA Compliance
            • Community Banks & Credit Unions
            • Insurance
        • By Department
          • Accounting & Finance
          • Business Continuity Planning
          • Case Management
          • Contract Management
          • Human Resources
        • Customer Success
          • Case Studies
          • Testimonial Videos
          • Our Customers’ Stories
        • Make FINRA Compliance a Breeze with Laserfiche Vault. – Get your Laserfiche Vault Compliance Guide to learn more.
      • Close
    • Products
          • Content Management
            • Document Management System
            • Content Capture and Imaging
          • Process Automation
            • Business Process Automation
            • Robotic Process Automation
            • Electronic Forms
            • Reporting and Analytics
          • Platform Services
            • Records Management
            • Security and Compliance
            • Cloud Content Management
            • ECM Integrations
          • The Buyers Guide to Document Management eBook – Get your free ebook
      • Access Laserfiche Cloud for 3 Month On Us
        Keep business moving by providing your teams access to the critical data and processes they need while working from home.
        Claim My 3 Months Now
      • Close
    • Support & Learn
        • Support
          • Laserfiche Support & Learn
          • Laserfiche Answers®
          • Laserfiche Support Plans
        • Learn
            • Laserfiche Certification
            • Video Tutorials
            • Solution Exchange
            • Resource Center
            • Getting Started Guides
            • Quicker Better Safer eBooks
            • What is ECM?
          • Video Training and Tutorials – View short video demos that assist with user learning

      • Expand your opportunities by becoming Laserfiche Certified!

        Start learning today
      • Close
    • Events
          • Webinars – Hear best practices on document management and automation.
          • User Groups – Join the local Laserfiche community in your area.
          • Regional Trainings – Get hands-on training at a local, certified class.
          • Workshops – Get an in-person overview of the fundamentals of ECM.
          • Empower Conference – Join us for the premier ECM event.
          • Trade Shows – Talk to a Laserfiche expert at a conference near you.
          • Attend a live webinar to learn how to transform your workplace. – Find a webinar

      • Tune in to Spark!

        Live video webcast showcasing product insights and change management strategies.

        Learn More
      • Close
    • About
        • Company
          • About Laserfiche
          • Our Leadership
          • Laserfiche Cares
          • Contact Us
          • Legal Information
          • Press
            • Press Center
            • Press Kit
          • Careers
            • Life at Laserfiche
            • Work With Us
        • Partners
          • Solution Providers
          • Professional Developers
          • Technology Partners
          • Integrations Marketplace
          • Want to join the Laserfiche team? – Find out what life is like at Laserfiche

      • Customer Experience Videos

        Laserfiche empowers millions of organizations across hundreds of industries just like yours.

        See what our customers say

      • Close
    • Blog
  • Home
  • Solutions
    • By Industry
      • Government
        • Federal Government
        • State & Local Government
        • Law Enforcement
      • Education
        • Higher Education
        • K-12 Schools & Districts
      • Financial Services
        • Wealth Management
        • FINRA Compliance
        • Community Banks & Credit Unions
        • Insurance
      • Commercial
      • Healthcare
    • By Department
      • Accounting & Finance
      • Business Continuity Planning
      • Case Management
      • Contract Management
      • Human Resources
    • Customer Success
      • Case Studies
      • Customer Experience Videos
  • Product Tour
    • Content Services
      • Document Management System
      • Content Capture and Imaging
    • Process Automation
      • Business Process Automation
      • Robotic Process Automation
      • Electronic Forms
      • Reporting and Analytics
    • Platform Services
      • Records Management
      • Security and Compliance
      • Cloud Content Management
      • ECM Integrations
  • Support & Learn
    • Support
      • Laserfiche Support & Learn
      • Laserfiche Answers®
      • Laserfiche Support Plans
    • Learn
      • Laserfiche Certification
      • Video Tutorials
      • Solution Exchange
      • Resource Center
      • Getting Started Guides
      • Quicker Better Safer eBooks
      • What is ECM?
  • Events
    • Webinars
    • Regional Training
    • Empower Conference
    • Tradeshows
    • User Groups
    • Workshops
  • About
    • Company
      • About Laserfiche
      • Our Leadership
      • Laserfiche Cares
      • Contact Us
      • Legal Information
    • Press
      • Press Center
      • Press Kit
    • Careers
      • Life at Laserfiche
      • Work With Us
    • Partners
      • Solution Providers
      • Professional Developers
      • Technology Partners
      • Integrations Marketplace
  • Blog
  • Contact Us
  • Get a Demo
  • English
    • Español
    • Français
    • العربية
    • 简体中文
  • Search

In the News: RPA for financial services firms

You are here:
  1. Home
  2. Press Center
  3. In the News: RPA for…

Linda Ding, Laserfiche Director of Strategic Marketing, explains how financial advisory firms and partners can automate inefficient manual tasks using RPA.

Your browser will be redirected to the requested article shortly. This process is automatic.

Related Posts

  • In the News: Laserfiche Named Best Contract Management Solution for the Financial Services Industry

  • Shared Services and Centralization

    …

  • In the News: Laserfiche CIO on ISACA Podcast

Categories: Press CenterPress Clippings
Popular Links
  • What is ECM?
  • Forrester New Wave for Cloud Content Management
  • What is Business Process Automation
  • The Difference Between Document and Records Management
  • The Guide to Document Management
Support & Resources
  • Laserfiche Answers
  • Learn & Support
  • Join a Local User Group
  • Solution Provider Portal
  • Laserfiche Careers
  • Laserfiche Email Signup
Events
  • Webinars
  • Regional Training
  • Workshops
  • User Groups
  • Empower
About Laserfiche
  • Our Story
  • Press Center
  • Careers
  • Legal
  • Privacy
  • Cookie Statement
  • Contact Us
Laserfiche
© 2020 Laserfiche
Go to Top