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.

Learn More

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.

Join the Webinar

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.

Watch the Webinar

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.

Visit the Solution Marketplace

Contact Us

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

Email Consent