Build a Seamless, Integrated New Account Opening Solution with Laserfiche
Opening a new account has traditionally been a cumbersome process within the financial services sector, burdened by paperwork and time-consuming steps. Firms have sought to improve this process by either building their own workflows with existing technology tools or deploying new point solutions. However, these approaches often lack the true automation needed, as they involve manual and repetitive procedures and are disconnected among line-of-business systems.
Join this complimentary webinar to discover an end-to-end integrated solution for new account opening using Laserfiche process automation, coupled with integration tools that enhance the client experience, reduce operational costs, and address compliance challenges.
The webinar will cover the following topics:
- Trends for the new account opening process in the wealth management industry.
- A live demonstration of an automated new account opening solution in Laserfiche.
- Real-world use cases from the global Laserfiche financial services community.
- A live Q&A session.