NEW Self-hosted to Cloud Migration Assessment Tool

NEW Self-hosted to Cloud Migration Assessment Tool

Laserfiche has a rational and feasible path of moving your Enterprise Content Management (ECM) to the Cloud. In the 2nd of our two part Cloud Migration Program webinar series, you will learn about:

  • How to use the new assessment tool to evaluate your Workflow and Forms resources
  • How to interpret the assessment report and use it to make migration decisions

We will talk about common migration planning steps like retiring processes, identifying opportunities to make processes more efficient, and envisioning how resources will work in Cloud.

Please join us on demand
Duration: 1 hour

The Benefits of Moving Your ECM Solution to the Cloud

The Benefits of Moving Your ECM Solution to the Cloud

Laserfiche has a rational and feasible path of moving your Enterprise Content Management (ECM) to the
Cloud. In the first of our (2) two part Cloud Migration Program webinar series, you will learn about:

  • The benefits of Cloud and why customers should consider migration
  • Laserfiche Cloud Migration Hub and contents
  • Real-life examples from Laserfiche’s own internal migration

This on-demand webinar is a relatively broad and general discussion of why Cloud matters and why customers should be excited about migration.

This will be a relatively broad and general discussion of why Cloud matters and why customers should be
excited about migration.

Please join us On Demand
Duration: 45 minutes

Discover Latest Insurance Priorities: Embrace the Power of Process Automation

 

Discover Latest Insurance Priorities: Embrace the Power of Process Automation

The insurance industry has embraced digital technology in pursuit of gaining a competitive edge. Despite ongoing economic uncertainties and various significant challenges, insurers and their distribution channels are currently grappling with disruptions. These disruptions encompass a rise in claims and incurred costs, as well as a surge in operational expenses. Given these evolving circumstances, insurance leaders must remain adaptive and flexible with a steadfast commitment to digital transformation.

Join us for a panel of industry experts who will unveil the latest Digital Insurance survey findings. These insightful discoveries shed light on how technology and operational leaders at insurance carriers are strategically redefining the priorities of digital transformation and shaping the new normal.

Topics covered in this webinar include:

  • The critical business priorities that are driving the state of insurance digital transformation
  • How to navigate common pain points related to process automation
  • The best strategies for technology adoption across your organization
  • How other insurance firms are demonstrating ROI with digital transformation
Please join us on demand
Duration: 1 hour

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

 

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.
Please join us on demand:
Duration: 1 hour

Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management

 

Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management

Physical documents can easily get lost or destroyed without proper storage and tracking. This exposes your organization to expensive risks from inconsistent disposition, over-retention or poor auditing practices.

Furthermore, by law, organizations like yours are often required to retain physical records and make them accessible for on-demand retrieval. Securing and granting access to these items can be a time-consuming, burdensome process. This is especially true if you’ve inherited a disjointed legacy software system, or are still tracking files with Excel spreadsheets.

To help solve these problems, you can leverage solutions that provide management of physical documents while making those records available to search and view digitally. Combining physical tracking with digital integration allows you to locate documents easily while maintaining the integrity of the original items.

Laserfiche + Gimmal have worked together to integrate our existing digital and physical systems into one seamless solution. Join us on Thursday, November 9 at 10:00 AM PT | 1:00 PM ET to see how this integration works and how your peers have benefitted from streamlining this technology in their own organizations.

During this session, you will learn how to:

  • Digitize and auto-classify in one single/centralized and unified system
  • Improve access and response times when locating vital documents and data
  • Simplify retention and disposition so that you can defensibly expunge unnecessary records
  • Replicate lessons learned from real-world examples and success stories you can take back and apply to your own records management program
Please join us on demand:
Duration: 1 hour

Streamlining Records Management in Financial Services with Laserfiche

Streamlining Records Management in Financial Services with Laserfiche

Managing records across all business units poses a complex and daunting task for banks and credit unions. In the highly regulated banking industry, these institutions must handle a large volume of sensitive and confidential records, such as customer information and financial transactions. To meet regulatory requirements, they need a centralized, secure, and traceable platform. The ever-changing landscape of regulatory compliance from entities like the Federal Deposit Insurance Corporation (FDIC), National Credit Union Administration (NCUA) and Bank Secrecy Act (BSA), presents a significant challenge. Non-compliance can lead to severe fines, penalties, legal and reputational risks, and a loss of customer trust.

To address these challenges effectively, we invite you to join a complimentary webinar. In this session, we will explore how to create a standardized and efficient solution using Laserfiche Records Management and process automation. The webinar will cover the following topics:

  • The importance of establishing digital records management strategies.
  • A live demonstration of advanced records management in Laserfiche.
  • Real-world use cases from the global Laserfiche banking community.
  • A live Q&A session.

Don’t miss this opportunity to discover how Laserfiche can help your organization tackle the complexities of records management and compliance in the banking sector.

Please join us On demand
Duration: 1 hour