Solutions for Banks and Credit Unions | Laserfiche

Modernize Your Omnichannel Operations and Optimize Efficiency

Manage and centralize data across systems in a secure, single source of truth content services platform (CSP). Automate key business processes to save operational costs while enhancing customer satisfaction.

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Trusted by banks and credit unions that are prioritizing digital transformation

Enable Digital Engagements to Increase Customer and Member Satisfaction

Laserfiche Forms and Repository provide a 24/7, intuitive, self-service platform for customers and members to initiate service requests such as new account openings and wire authorizations. Users can also access their financial information anytime, anywhere.

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Streamline Your Loan Origination Process to Increase Employee Productivity

Speed up loan applications, underwriting, credit decisions and funding approvals. Electronic forms are critical for online applications, while workflows and conditional rules can be set-up to expedite reviews and approvals.

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Reduce Back Office Operating Costs

Low-code and AI-driven tools, like Laserfiche Intelligent Content Capture, enable employees to extract value-driven metadata from all types of content, trigger automated workflows within the operational journey and facilitate team collaboration. Automated records management supports the regulatory compliances of FDIC, CFPB, FRB and NCUA.

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Easily Establish a Digital Ecosystem with Low-Code Integrations

Low-code integration tools like iPaaS and direct API integrations enable seamless connections between Laserfiche and core banking applications, making it easier to automate business processes and share data across multiple applications. Leverage prebuilt solution templates to jumpstart transforming business operations.

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Hear From Our Customers About Laserfiche

Bank of China

Frank Chen: Section Manager, Bank of China

“Laserfiche offered a lot more just repository for documentation management, more of a process management, workflow management. So that’s where I submitted the idea of paperless to the bank. We got rid of 90% of paper and also helped us improve 30% of the manual work and more importantly, Laserfiche also helped us meet a lot of regulators compliance requirements.”

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Farmers & Merchants Bank

Morgan Wheeler: Business Intelligence Manager and Vice President, F&M Bank

“Within a matter of days we were funding loans, the nimbleness of Laserfiche Forms and workflow, plus SQL allowed us to build out an application process for those PPP loans literally overnight. Applicants began seeing their loans funded in a relatively short timeframe, underscoring the bank’s commitment to its community, especially in a time of need.”

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Glasgow Credit Union

Paul McFarlane: Chief Technology Officer, Glasgow Credit Union

“I’m amazed at the simplicity of integrating Laserfiche with our existing processes and other pieces of business-critical technology. Our vision is to be the lender of choice within our marketplace in Glasgow – Laserfiche has helped us achieve that.”

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D. L. Evans Bank

Gerardo Munoz: IT Director, D. L. Evans Bank

“All things considered, Laserfiche saves us about $1,000,000 every year since we’ve implemented it. Laserfiche has never been one of those products that just sits on the shelf and doesn’t get used.”

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First Choice Bank

Lorraine Lee: EVP, Chief Strategy Officer and Head of Commercial Banking, First Choice Bank

“We get a lot of compliments from auditors and examiners about how well our files are organized — which is a huge testament to how the platform adds value to our business proposition. With the help of Laserfiche automated workflows, we are able to protect the integrity of the files — taking out any element of human error or inconsistency, so our staff can stay focused on our clients.”

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Dakotaland Federal Credit Union

Vice President of Product Development, Dakotaland Federal Credit Union

“Today, we heavily rely on Laserfiche for almost all our day-to-day operations, automating nearly 250 running workflows and almost 100 active forms processes. I do not believe there is any part of our organization that is not using Laserfiche in some capacity.”

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Standard Bank Group

VAF Head: Strategy, Alliances and Digital Transformation, Standard Bank Group

“What the Laserfiche implementation has done is it has given us comfort that we can comfortably put more business on without having to increase resourcing commensurately. We are able to now use our existing resourcing in a much more efficient manner.”

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Explore More Resources for Banks and Credit Unions

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