Prioritize Client Services

Reduce costs and save time. Shift your focus to client relationships and drive revenue.

Reduce data processing

Collect customer requests via digital forms and self-service portals. Use AI to capture key metadata and reduce turnaround times.

Better audit outcomes

Simplify compliance with HIPAA, FDIC, SEC, FINRA, and more. Protect sensitive data with robust records management and audit trails.

Information Governance and audit trail
Business process automation reporting tools in Laserfiche offers enterprise-wide transparency on process status and expected completion time.

Make informed decisions

Use real-time data to drive smarter, faster business decisions. Stay informed on workflow updates and operations with dashboards and reports.

Customer Story

Bank of China cuts paper by 90% and transforms compliance

With Laserfiche, Bank of China cleared the paper clutter, made compliance easier, and freed up time by cutting manual tasks by 30%.

Watch the Video

See how other financial service leaders are succeeding

Explore our resources

How to grow your financial services firm: automate and integrate. Explore webinars and articles packed with practical ways to streamline onboarding, simplify compliance, and grow business through smart automation.

Webinars

Unlock Efficiency in Insurance with Data-Driven, Integrated Systems
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Streamlining Records Management for Banks and Credit Unions with Laserfiche
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Discover Latest Insurance Priorities: Embrace the Power of Process Automation
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Automate or Die – The New Reality for Wealth Management Businesses
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Build a Seamless, Integrated New Account Opening Solution with Laserfiche
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Don’t Get Fined – Stay Away from Unstructured File Sharing Tools!
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Blog

6 Ways the Right Records Management Solution Can Streamline Financial Services Operations
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Why 77% of Insurers Use Digital Transformation to Improve Customer Experience
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Streamlining Lending Processes: The Power of Automation in Driving Revenue and Productivity
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Client Onboarding Made Easy: CRM + Automation in Wealth Management
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Low-Code-No-Code: The Game Changer for Resource-Strapped Financial Institutions
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Hyperautomation, Integrations and AI — Laserfiche Predictions for Financial Services in 2024
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Contact Us

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