Drive Business Growth and Productivity Through Process Automation

Enable staff to focus on customer engagement, while reducing administrative and operational costs.

GET A DEMO
Explore Our Products

Trusted by financial services organizations that are prioritizing digital transformation

Improve Customer Satisfactions. Streamline Office Operations.

Laserfiche provides a reliable and scalable content services platform (CSP) with intelligent data AI-capture tools and process automation that delivers digital-first client experiences while increasing operational efficiency.

Put Customers at the Center of Your Strategy

Digitize customer-facing touchpoints such as new account opening, loan origination and claims management which enable smoother engagements and enhanced customer experience.

Reduce Repetitive Operational Tasks

Replace manual data migration and repetitive operations with automated workflows to save costs, drive productivity and support key environment, social & governance (ESG) initiatives.  

Make Stringent Industry Compliance a Breeze

Enable easy periodic audits with automated compliance tools which save compliance costs and time, and support industry compliance standards like SEC, FINRA, FDIC and NCUA.

Accelerate Digital Transformation with Low-Code Automation

Connect your line-of-business apps with prebuilt integration tools to maintain data accuracy and improve information flow. Deploy solution templates to accelerate your return on investment.

Explore Laserfiche Financial Services

Wealth Management
Learn More
Insurance
Learn More
Banks and Credit Unions
Learn More

Hear From Our Customers About Laserfiche

Motion Picture Industry Pension & Health Plans (MPI)

Joel A. Manfredo: Chief Information, Innovation and Digital Officer

“Laserfiche is a visionary partner whose robust content services platform advances our digital transformation.”

Mitsui Sumitomo Insurance Group (MSIG) Hong Kong

Alan Yue: Senior Vice President of Information Technology, MSIG Hong Kong

“Claims is only the beginning of our digital transformation. Since implementing Laserfiche, we are looking at expanding to multiple channels, underwriting teams and core business processes to digitize and automate as well.”

See the Story

Shufro Rose

Vibhaw Arya: Chief Operating Officer, Shufro Rose

“Laserfiche is our firm’s document management system. It has also served as a workflow tool for processes like money movement, account opening/maintenance, and investment policy statement generation integrated with DocuSign. These workflows, with complete audit trails, have been empowered by process automation to help alleviate the administrative burden for our teams to spend more time serving our clients.”

See the Story

Mitsui Sumitomo Marine Management

Jonathan Charters: VP, Deputy Chief Information Officer and Chief Transformation Officer Mitsui Sumitomo Marine Management (U.S.A.), Inc.

“We partnered with Laserfiche because it has the most flexible workflow automation platform to support not just our core processes, but to also transform our operations across the company – from human resources to finance and IT.”

Rehmann

Amy Flourry: Director of Operations, Rehmann

“The integration between Laserfiche and customer relationship management (CRM) software empowers Rehmann to open 400 new accounts and bring in $200 million new assets in 2022 alone.”

Watch the Webinar

D. L. Evans Bank

Gerardo Munoz: SVP IT Director, D. L. Evans Bank

“All things considered, Laserfiche saves us about $1,000,000 every year since we’ve implemented it. Laserfiche has never been one of those products that just sits on the shelf and doesn’t get used.”

See the Story

Dakotaland Federal Credit Union

Gina Hansen: Vice President of Product Development, Dakotaland Federal Credit Union

Today, we heavily rely on Laserfiche for almost all our day-to-day operations, automating nearly 250 running workflows and almost 100 active forms processes. I do not believe there is any part of our organization that is not using Laserfiche in some capacity.

See the Story

Explore More Resources for Financial Services

Process Automation
What Can Financial Services Gain from Process Automation?
Financial Services Learn More
How 5 Companies Enhance Customer Service with Laserfiche
Learn More
Don’t Get Fined: SEC Rule 17a-4 Updates You Should Know About
Financial Services Learn More
Get to know What Kinds of Workflows and Priorities Organizations Changed in Response to The Challenges of The New Normal
Learn More
Build a Digital Claims Processing System to Improve the Customer Experience
Learn More
Discover How Low-Code Solutions Drive Business Growth and Enhances Client Services
Financial Services Learn More
How Banking Institutions Can Use Automation to Enhance the Customer Experience
Financial Services Learn More
Embrace The Game Changer: Transform Wealth Management Operations with AI-Driven Process Automations
Financial Services Learn More

Contact Us

Speak with our Laserfiche Financial Services experts to learn how we can support your on-going digital transformation.

Privacy(Required)
Email Consent