Long Beach, California, Sept. 8, 2023 — Laserfiche — the leading SaaS provider of intelligent content management and business process automation — announced its eighth WealthManagement.com Industry Award (the “Wealthies”) in the Technology Providers – Document Management category for its innovative intelligent capture capabilities. Laserfiche’s intelligent data capture enables organizations to unlock valuable information by processing high volumes of content, extracting structured and unstructured data, and automatically organizing files. Recent enhancements to Laserfiche intelligent data capture features include transcription, enabling full-text searchability for audio and video files.

“Wealth management firms today need to provide personalized, digital-first client experiences, or risk losing out to the competition,” said Joman Kwong, strategic solutions manager, financial services, at Laserfiche. “With more client interactions happening digitally, intelligent data capture is more important to the client experience than ever before. Laserfiche’s goal is to provide wealth management firms with the tools that streamline back-office operations and keep the focus on the client, while addressing increasingly complex regulatory compliance requirements.”

Laserfiche’s intelligent data capture enables wealth management firms to automatically extract structured and unstructured data that can be used in decision making and automated business processes. Streamlining the capture and classification of data saves time for advisors and mitigates the risk of manual errors.

Expanded intelligent capture capabilities make meeting recordings and other multimedia content full-text searchable, supporting evolving compliance needs, saving operational costs and improving client experience. The latest innovations enhance Laserfiche’s comprehensive content services platform, which also includes solutions for document and records management, process automation and integrations.

Each year, the Wealthies recognize outstanding organizations and individuals that support financial advisor success. Nominations are assessed by an esteemed panel of industry experts and influencers, who this year judged a competitive field of over 1,000 entries from more than 400 companies.

For additional information on Laserfiche solutions for wealth management, visit the Laserfiche website.

About Laserfiche
Laserfiche is the leading SaaS provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the Laserfiche® platform accelerates how business gets done, enabling leaders to focus on growth across the enterprise.

Laserfiche pioneered the paperless office with enterprise content management. Today, Laserfiche’s cloud-first development approach incorporates innovations in machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses. Customers in every industry — including government, education, financial services, healthcare and manufacturing — use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.

Laserfiche employees in offices around the world are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.