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