Empower Advisors to Improve The Client Experience
Manage and centralize data across systems into a secure, single source of truth. Automate business critical operations so advisors can focus on client engagement while saving operational costs.
Trusted by wealth management firms that are prioritizing digital transformation:
Implement a Digital Experience for Increased Client Satisfaction
Low-code process automation tools like Laserfiche Forms provide an intuitive and easy-to-use platform for smooth client engagement. Automated workflows eliminate manual steps in client-facing processes by pre-populating information and digitizing the review and approval stages.
Free Up Employees Time and Save Operational Costs
Extract valuable data from all types of content with cloud and AI-driven tools, like Laserfiche’s Intelligent Data Capture. Implement automated workflows which reduce manual and repetitive operational tasks while facilitating team collaboration. Advisors and back-office employees can now focus on client engagements and other high value priorities.
Simplify Audits and Reduce Risk of Non-Compliance
Centralize all types of communications and documentations within a permission-based, secure repository with metadata and audit trails that enable easier audits. Address emerging regulatory requirements including SEC Rule 17a-4 and FINRA with Laserfiche Records Management to reduce compliance costs and mitigate potential risks of fines and legal litigation.
Easily Establish a Digital Ecosystem with Low-Code Integrations
Enable seamless connections between Laserfiche and other 3rd party applications like SalesForce®, Laser App®, Microsoft Dynamics®, Redtail® and DocuSign®, with low-code, prebuilt integration tools that enhance information flow and data accuracy. Leverage free, prebuilt solution templates to jumpstart automation and accelerate your return on investment.
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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.