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Laserfiche Wins Seventh WealthManagement.com Industry Award in Document Management Category

LONG BEACH, CALIFORNIA, Sept. 9, 2022  Laserfiche — the leading SaaS provider of intelligent content management and business process automation, announced its seventh WealthManagement.com Industry Award (the “Wealthies”) in the Technology Providers – Document Management category for the Laserfiche Solution Marketplace. One of the latest innovations in the Laserfiche platform, the Solution Marketplace is a publicly accessible collection of solution templates users can implement to help jumpstart process automation and digital transformation.

“Laserfiche’s goal is to make process automation easier and more accessible for wealth management firms, so that they can remain focused on the client experience while addressing regulatory compliance requirements,” said Karl Chan, CEO of Laserfiche. “The Solution Marketplace is a resource for the industry to share innovative and common processes and industry expertise, building on digital transformation success. The recognition from WealthManagement.com is a testament to our commitment to digital innovation in the industry.”

The Laserfiche Solution Marketplace helps wealth management firms address digital transformation needs and accelerate innovation enterprise-wide by taking a low-code approach to process automation and integration. Users can search and select from industry-specific templates, configure and deploy their own automated workflows or connect Laserfiche to other applications such as Redtail, Junxure, Orion, Microsoft Dynamics and Salesforce using pre-built solutions, including digital signatures and credit card processing. Supporting front-line and back-office operations, these templates follow industry-vetted designs and best practices for processes such as new account opening, blotter processing, invoice management, purchase order requests and accounts payable.

Containing more than 100 solution templates ranging from common business processes to individual industry or organizational needs, the Solution Marketplace provides users with features aimed at enhancing innovation and empowering IT teams and citizen developers to drive digital transformation across their organization. Laserfiche customers around the world contribute to the strength of a growing innovative user community, building on the success of other Laserfiche process users and innovators.

Each year, the Wealthies recognize outstanding organizations and individuals that support financial advisor success. Nominations are assessed by an esteemed panel of industry experts and influencers, who this year judged a competitive field of more than 1,000 entries from more than 350 companies.

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