Banks and Credit Unions
Maximize Efficiency with Process Automation
Exceed expectations with a 360-degree view of customer data, powering your omnichannel experience.
Banks and credit union solutions
Lending
Expedite lending review with a centralized repository and automated processes that keep work flowing.
Operations
Streamline transactions ā from new account opening to contracts ā through AI-powered data capture and automated routing.
Customer Onboarding
Provide a seamless onboarding experience. Capture applications through dynamic forms that standardize data, as well as streamline approval, KYC and AML processes.
Lending Operations
Accelerate underwriting from application to decision by centralizing information. Increase efficiency by automating routing, data extraction and task assignment.
Customer Portals
Improve the customer experience with a 24/7 self-service portal. Foster trust by giving customers instant access to documents and claims history, while reclaiming time for employees.
āLaserfiche has been a critical component in our growth.ā ā Morgan Wheeler, Business Intelligence Manager and Vice President, F&M Bank
Featured Success Story
Laserfiche Supports F&M Bank in Growing Assets from $7.6 to $11.7 Billion
With economic uncertainty being the new normal, the demand for reliable financial institutions has risen tremendously. F&M Bank is one…
D.L. Evans Bank Simplified Audits and Secured Data to Address Compliance
āWeāre a $3.5 billion-in-assets institution today, up from $175 million around 25 years ago ā a big part of that has been possible because of Laserfiche,ā said Gerardo Munoz, D.L. Evans CIO.
Hear from banking and credit union leaders
Scale operations without losing sight of customer service.
About Us
Why Laserfiche
Bridge the gap with customers
Reclaim time to provide more personalized service to your customers with process automation tools.
Increase data accuracy
Lower not in good order (NIGO) rates with intuitive online forms and intelligent data capture technology.
Reduce compliance risk
Protect sensitive data throughout its lifecycle with security, records management and audit tools.
Customizable integrations
Get a complete view of your customers and their data by connecting Laserfiche to core banking systems.
From analysts and customers
GartnerĀ® named Laserfiche a Leader in the 2026 Gartner Magic Quadrantā¢ for Document Management.
Laserfiche is a Customersā Choice in the 2025 GartnerĀ® Peer Insightsā¢ āVoice of the Customerā: Document Management report.
Laserfiche named 2025 Emotional Footprint Champion by Info-Tech Research Group in the Enterprise Content Management – Enterprise category.
Highly rated by customers, with a 4.7 average star rating and #1 in the Document Management category on G2.
Named a Leader in the Nucleus Research CSC Technology Value Matrixā¢.
Featured Resource
Grow with a new data strategy
Customers expect you to meet them where they are ā whether thatās at home, in the office or on the go. In this on-demand webinar, learn about creating a unified data strategy that serves you, so you can serve your customers.
6 Ways the Right Records Management Solution Can Streamline Financial Services Operations
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Streamlining Lending Processes: The Power of Automation in Driving Revenue and Productivity
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Contact Us
Whether you have product questions, support needs or want to partner with us, weāre here to help you on your digital transformation journey. Fill out the form and a Laserfiche team member will be in touch as soon as possible.