Laserfiche Recognised for Supporting Wealth Management Compliance by WealthBriefing European Awards
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Wealth managers can navigate complex regulatory requirements with Laserfiche.
LONDON, 28 March 2025 — Wealth managers can stay ahead of regulatory changes with robust document management and process automation. Laserfiche — a leading enterprise platform that helps organisation manage their most critical content and workflows — provides these essential tools. This commitment to supporting wealth management firms has been recognised by the WealthBriefing European Awards. Laserfiche is the winner in the ‘Compliance’ category for 2025.
“The cost of compliance continues to grow, with much of the burden landing on advisors,” said Joman Kwong, strategic solutions manager, financial services at Laserfiche. “Laserfiche helps firms reclaim time from recordkeeping and audits to provide more personalised client services. We’re proud to win in the ‘Compliance’ category in the WealthBriefing European Awards. This achievement underscores our partnership with leading wealth management firms that use Laserfiche to centralise information and automate processes, boosting productivity and client satisfaction, and enabling compliance by design.”
Laserfiche provides an enterprise content management (ECM) platform that manages and centralises data across systems. Firms can automate business-critical operations with Laserfiche process automation, and stay on top of a growing list of requirements — from MiFID II and DORA to SEC and FINRA. As a result, advisors can focus on client engagement and save operational costs. Wealth management firms use Laserfiche to:
- Automate client onboarding: Reduce errors that come from manual data entry. Automatically verify client information. Simplify adherence to regulations like Know Your Customer (KYC) and Anti-Money Laundering (AML).
- Streamline back-office operations: Automate administrative processes such as generating audit trails and reports, account updates, client statements and fund transfers.
- Reclaim time for client experience: Advisors can focus on spending more time building client relationships, increasing client satisfaction and retention.
“I offer my congratulations and best wishes for the future to all winners and highly commended firms they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners,” said Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing.
The annual WealthBriefing EuropeanAwards recognises the most innovative and exceptional firms, teams and individuals. The awards showcase outstanding organisations which a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.
About Laserfiche
Laserfiche is a leading enterprise platform that helps organizations digitally transform operations and manage their content with AI-powered solutions. Through scalable workflows, customizable forms, no-code templates and AI-enabled capabilities, the Laserfiche® document management platform accelerates how business gets done. Laserfiche has partnered with institutions in the most highly regulated industries — including banking, investment services, and insurance — to deliver digital-first customer experiences, simplify compliance and drive business growth. Headquartered in Long Beach, California, Laserfiche operates globally, with offices across North America, Europe, and Asia.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
