July 15, 2016 Laserfiche Named WealthManagement.com Industry Award Finalist
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Laserfiche is a finalist in WealthManagement.comās 2016 Industry Awards. The awards acknowledge outstanding companies and organizations that support financial advisor success.
WealthManagement.com recognizes Laserfiche in two categories:
- Document Management: Laserfiche 10, a trusted, proven and scalable document management solution, features leading-edge business process management and electronic records management functionality that helps financial advisors maximize efficiency and provide more responsive client service.
- Innovation ā New Applications: Released earlier this year, Laserficheās Business Process Library enables wealth management firms to quickly optimize a variety of business processesāincluding NIGO/IGO review, blotter processing and new account document review, among othersāto accelerate their ECM implementations.
āMost advisors already find the cost and administration of compliance overwhelming, and now the DOL fiduciary rule imposes a whole new set of obligations,ā said Linda Ding, Senior Financial Program Strategist at Laserfiche. āWith Laserfiche, advisors can quickly automate processes to enhance compliance and drive operational excellence, so advisors can focus on what they do bestāserving clients and building relationships.ā
āOur firm recently went through an SEC audit, and we couldnāt have done it without Laserfiche, which enabled us to gather all of the requested information quickly and easily,ā said Amy Flourry, Director of Operations for Rehmann Financial. āLaserfiche has been a big part of our firmās growth, allowing us to create consistent processes while maintaining regular oversight.ā
WealthManagement.com 2016 Industry Award finalists were chosen out of nearly 400 nomination submissions. Winners will be selected by a panel of industry experts and announced at a ceremony Sept. 29, 2016.
About Laserfiche
Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.
With intuitive on-premises and cloud solutions for document management and process automation, Laserfiche improves productivity, efficiency and strategic decision-making for organizations looking to transform into a digital workplace.
For more than three decades, Laserfiche has fostered an active user community that shares ideas and inspires solutions. To learn more, visit laserfiche.com/about-laserfiche.
LaserficheĀ®, Run SmarterĀ® and CompulinkĀ® are registered trademarks of Compulink Management Center, Inc.