Drive Business Growth and Productivity Through Process Automation

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

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Trusted by financial services organizations that are prioritizing digital transformation

Improve Customer Satisfactions. Streamline Office Operations.

Laserfiche provides a reliable and scalable enterprise content management platform with intelligent data capture tools and process automation platform that deliver 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 that enable customers to do business with you anytime and anywhere.

Reduce Repetitive Operational Tasks

Overcome operational challenges by replacing manual data migration with automated workflows and support key Environment, Social & Governance (ESG) initiatives. 

Make Stringent Industry Compliance a Breeze

Provide instant access for auditors at anytime, anywhere. Incorporate automated records retention to support industry compliance standards like SEC, FINRA, FDIC and NCUA.

Accelerate Digital Transformation with Low-Code Automation

Use pre-built solution templates and low-code integration tools to quickly digitize your business processes and connect your line-of-business apps to improve information flow.

Explore Laserfiche Financial Services

Wealth Management
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Insurance
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Banks and Credit Unions
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Hear From Our Customers About Laserfiche

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.”

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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.”

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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.”

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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.”

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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.

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Explore More Resources for Financial Services

Process Automation
What Can Financial Services Gain from Process Automation?
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How 5 Companies Enhance Customer Service with Laserfiche
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Don’t Get Fined: SEC Rule 17a-4 Updates You Should Know About
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Get to know What Kinds of Workflows and Priorities Organizations Changed in Response to The Challenges of The New Normal
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Build a Digital Claims Processing System to Improve the Customer Experience
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Discover How Low-Code Solutions Drive Business Growth and Enhances Client Services
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Speak with our Laserfiche Financial Services experts to learn how we can support your on-going digital transformation.

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