Empower Advisors To Focus On The Client Experience

Support advisors and streamline back-office operations. Laserfiche’s enterprise content management platform and cloud-driven process automations help eliminate manual and repetitive tasks, so your advisors can focus on client engagement.

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.

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Free Up Time for Advisors and Back-Office Employees to Reduce Operational Costs

Cloud- and AI-driven tools like Laserfiche Intelligent Content Capture enable employees to unlock valuable information buried in both structured and unstructured data to trigger automated workflows, avoid manual re-keying of information among applications and facilitate automated review and approvals.

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Simplify Audits and Reduce Risk of Non-Compliance

Permission-based, secure data collaboration on a centralized platform retains all types of communication and documentation along with metadata and audit trail. Laserfiche Records Management helps address the compliance challenges imposed by the SEC and FINRA.

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Easily Establish a Digital Ecosystem with Low-Code Integrations

Low-code integration tools like iPaaS and direct API integrations enable you to connect Laserfiche with other third-party applications like Advisor Engine, SalesForce®, Laser App®, Microsoft Dynamics®, Redtail® and DocuSign® to establish a cohesive and integrated tech stack. Advisors and back-office employees can also leverage prebuilt solution templates to jumpstart transforming operations.

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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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