Financial Services
Drive Growth with ECM
Streamline operations, reduce costs and build stronger relationships with customers for financial growth.
Financial services solutions
Customer Relations
Onboard more customers using online forms that standardize data collection. Shorten response times with automated processes that keep information 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. Streamline approval, KYC and AML processes.
Customer Portals
Create a 24/7 self-service portal to give clients instant access to documents and service request forms.
Featured Webinar
F&M Bank saves 400 hours of work per month with Laserfiche
Learn how F&M managed its expansive growth by integrating legacy systems, centralizing information for easier audits and delivering informative data on key processes, all with Laserfiche.
Hear from financial services leaders
See financial services success stories
Our Difference
Why Laserfiche
A one-stop platform
Give employees a complete view of the customer with Laserfiche as a single source of truth.
Compliance, not complexity
Use records management and security tools to support frameworks such as FDIC, NAIC and SEC.
AI that accelerates work
Reduce manual work and make faster decisions with generative AI document processing and summarization tools.
From analysts and customers
GartnerĀ® named Laserfiche a Leader in the 2026 Gartner Magic Quadrantā¢ for Document Management.
Laserfiche named 2026 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.
Featured Resource
Banking Industry Report: The State of Information Management and the Customer Experience
Laserfiche partnered with Credit Union Times to ask 191 baking decision-makers about their key business priorities and digital transformation. Learn what these leading voices think about the industryās future.
Contact Us for Your ECM Needs
Whether you have product questions, support needs or want to partner with us, we’re 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.