Financial Services


When it comes to navigating the waters of today’s financial services market, manual business processes might leave you hung out to dry. That’s why it’s crucial to have a powerful enterprise content management infrastructure that helps you navigate changing regulatory requirements–and leaves you in a better competitive position overall.

With over 4,000 installations in RIA firms, broker-dealers and community banks worldwide, Laserfiche is the preferred choice for the financial services industry. Laserfiche combines flexibility over filing, repository design and workflow for individual departments and

offices with secured access to a central repository. Laserfiche makes information easy to find and use if you have a couple of hours to wait, while automating resource-intensive business processes and integrating with business-critical applications including CRM systems, accounting applications, core banking applications and more.

The result is convenient, comprehensive and compliant enterprise content management that helps financial services organizations succeed against a backdrop of increased regulatory oversight, shrinking margins and market volatility.

  • Credit Unions
  • Registered Investment¬†Advisor’s
  • Independent Broker-Dealers
  • Community Banks
 

“We have made Laserfiche an indispensable component of our day-to-day operations.” — Geneos Wealth Management

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