SITUATION • Shufro Rose needed a platform to automate key processes and integrate with the firm’s tech stack. • The firm wanted to standardize the experience for advisors so that…
SITUATION • Citizens making public record requests encountered red tape and long wait times • The county was at capacity for paper records and preparing to construct a new building…
SITUATION • Legacy online storage and file-sharing system was complex and lacked searchability • Difficult navigation and manual effort frustrated employees and school districts RESULTS • Streamlined collaboration between school…
SITUATION • New account opening process depended on paper forms and direct mail • Legacy new account opening process could take from three to seven days • Difficulty tracking activities…
SITUATION • Dependence on proprietary software was costly to maintain and lacked scalability • Needed a flexible solution that would streamline multiple logistics management processes RESULTS • Automated processes that…
…independent investment advisors and small advisory firms (www.intuitionpro.com). About Laserfiche A resource for over 25,000 organizations since 1987, Laserfiche (www.laserfiche.com) creates simple and elegant document management solutions that help organizations…
…and scalability needs: Since implementing Laserfiche, membership has expanded to around 55,000 customers, representing nearly GBP 200 million (US$277 million*) in assets. https://laserfiche1.wistia.com/medias/3t2jk0ovty A Customer-Focused, Streamlined Lending Process Founded in…
…to find programs that “play well” together. Media Contacts: Laserfiche Francine Marlenée, Laserfiche Public Relations Specialist 562-988-1688 ext. 211, fmarlenee@laserfiche.com Intermarket Communications Andrew Yemma 212-754-5450, andy@intermarket.com Anne Bodnar 212-754-5437, anne@intermarket.com…
…About Laserfiche Rio Laserfiche Rio (www.laserfiche.com/rio) is a powerful, complete solution that is straightforward to purchase, deploy, extend and manage. Designed for larger organizations, Laserfiche Rio brings together several modules…
…knowledge sharing, fostering a vibrant user community that thrives before, during and after the Empower conference. To learn more about the program and upcoming Laserfiche events, visit https://www.laserfiche.com/resources/champion/ and https://www.laserfiche.com/resources/events/webinars/….
