Laserfiche Workflow Wins WealthManagement.com Award in the Document Management Category

2 min read

Preeminent workflow automation platform recognized for on-premise and cloud-based solutions

Laserfiche, the leading workflow automation and document management platform, announced its third WealthManagement.com Industry Awards win in the Technology Providers: Document Management category. This accolade seeks to spotlight the firms that enhance advisors’ ability to manage secure documents and drive operational efficiencies.

Now in their fourth year, the WealthManagement.com Industry Awards celebrate the individuals and firms that are supporting organizational success and transformation in the financial advisory space. Nominations are assessed by an esteemed panel of industry experts and influencers, who this year judged a competitive field of nearly 600 entries from 159 companies. This year’s winners were announced at a dinner ceremony in New York City on September 13, 2018.

Laserfiche was lauded for its latest iteration of Workflow, the firm’s powerful business process automation software, which represents the backbone of its content management solution. Workflow 10.3, which was made widely available in January 2018, enables firms to automate routine tasks, while offering flexibility and ease of implementation.

“This award is a testament to each member of the Laserfiche team who has worked tirelessly to ensure Laserfiche is able to deliver the highest standard of technology to advisors,” said Chris Wacker, CEO at Laserfiche. “The wealth management industry is experiencing large-scale digital transformation, and it’s a genuine privilege to serve the advisory firms and custodial institutions during such a critical time in their business life cycle.”

Laserfiche’s latest developments to its Workflow platform demonstrate the firm’s commitment to empowering advisors through compliant operational support. Firms that employ Laserfiche Workflow 10.3 enjoy several advantages: documents are automatically filed and named for SEC requirements, employees receive email notifications and reminders when they have pending tasks, databases are synchronized, and documents get routed for approval quickly and efficiently. These functions can represent a major timesaver for advisors, significantly reducing the time taken to onboard new clients.

“It’s an exciting time to be a part of the Laserfiche Community, as we continually work to build out meaningful solutions that reflect advisors’ evolving needs,” added Linda Ding, strategic marketing director at Laserfiche. “During an era of widespread industry consolidation, the role of workflow automation has become more pronounced than ever. It’s an honor to be recognized among true industry leaders shaping the future of the wealth management industry.”

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About Laserfiche

Laserfiche is the leading workflow automation and document management platform, serving firms across the financial services ecosystem and beyond. Leveraging advanced technologies, Laserfiche automates and accelerates a wide variety of business processes across the enterprise, from new account opening to back-office operations. Using Laserfiche, firms of every size can quickly create a more agile infrastructure, boost efficiency, improve client service, simplify compliance and enhance business value. 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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