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WEALTH MANAGEMENT

Improve client service, attract top advisors and satisfy audit requirements.

Reduce the costs of managing paperwork

Streamline time-intensive business processes, including new account opening,

suitability approval and exception handling.

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Create paperless workflows for new account opening, correspondence review
and more.

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Automate administrative work such as accounts payable processing, HR onboarding
and more.

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Reduce data entry errors by automatically populating client information from incoming paperwork.

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Cut filing and mailroom costs with a central, digital repository for all client documents.

Simplify audits and control compliance costs

Track all transactions and communication to comply with SEC and FINRA policies.

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Capture, secure and retain all advisor communication, including e-mails, blotters and social media posts, in one place.

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Automate ongoing compliance, check and security log creation.

Provide auditors with instant access to

digital records.

Gain secure, centralized control over document filing, retention and disposition.

Streamline client review and approvals

Instantly transfer, view and verify client paperwork.

Retrieve documents and locate
information instantly.

Locate, review and send client and advisor documents beyond the office from the secure Laserfiche Mobile app.

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Enable busy clients to view documents through customizable online portals.

Use built-in digital signatures to
electronically sign documents on
mobile devices.

Want to learn more?

Download our free whitepaper on wealth management document processing.

Integrate with ERP and student information systems

Create one technology hub for advisor productivity by integrating Laserfiche with key applications like Junxure®, SalesForce®, Laser App® and Microsoft Dynamics®.

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Track

all e-mail correspondence using out-of-the-box integrations with Microsoft Office and Exchange.

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Automatically create

file structures when new client records are created in CRM systems.

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Securely validate,

process and store Laser App forms in Laserfiche.

“It has taken a process that was frustrating and difficult for our reps and made it much easier for them. Really, all they have to do now is scan a check or fill out a few fields on the form.”

 

GIRARD SECURITIES

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See Laserfiche in action,

schedule a demo today!

Whether your organization is looking to go paperless, manage digital content or automate business processes, we can provide you with the right enterprise content management system to meet your needs and exceed your expectations. Schedule a demo today with one of our helpful ECM consultants, and optimize your business operations with the ultimate ECM and business process management system.

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