The more time members of your staff spend using information instead of filing and finding it, the more productive they are, and the more revenue they generate. At the same time, knowing your information is secure and searchable simplifies compliance and auditing—and lets you sleep better at night.

 

Because Laserfiche provides both departmental flexibility and enterprise control, thousands of leading RIA firms use Laserfiche document management to create a user-friendly, standardized system for managing client information, company records, correspondence—even e-mail and social media—in a way that’s convenient, comprehensive and compliant.

 

Using simple but powerful automation tools, Laserfiche accelerates and streamlines business processes, saving time and money while reducing security risks.

 

How we help:

• Automate Resource-Intensive Business Processes

• Integrate with CRM Systems to Find and Use Information More Quickly

• Improve Client Service

• Accelerate Audits while Reducing Compliance Costs

• Additional Resources

 

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Read the case study

 

 

Automate Resource-Intensive Business Processes

Laserfiche transforms paper- and time-intensive business processes into an automated, digital form, improving collaboration and reducing the costs of managing information.

• Automate new account opening, suitability approval and exception handling.

• Reduce manual data entry by automatically populating client information.

• Extract data to automatically update back-office systems.

• Automate time-consuming back-office tasks such as AP processing, HR onboarding and more.

 

Solution Exchange

 

Financial Services Firms: Improve Filing with Laserfiche Workflow

Justin Steen from Cities Digital shares step-by-step instructions on how to better file client documents with Laserfiche Workflow.

 

Integrate with CRM Systems to Find and Use Information More Quickly

Laserfiche’s open architecture speeds integration with existing applications—while programming tools and pre-packaged modules limit costs and deployment times.

• Easily develop integrations with Junxure, Redtail, Salesforce.com, Microsoft Dynamics, Goldmine, Advisors Assistant, Laser App, Quik! and other applications to provide information on demand and document collaboration and movement capabilities.

• Retrieve information from databases and other back-office systems to automatically populate template fields, validate data entry and check metadata capture.

• Trigger Workflow activities from third-party applications like CRM applications, practice management systems, portfolio management applications and a variety of back-office systems.

 

Case Study

 

How Piedmont Trust Company Drives Efficiency Using ECM

An integrated ‘hub approach’ to managing information helps Piedmont Trust better service clients.

Improve Client Service

Laserfiche improves access to customer information, creates greater consistency of customer service and supports faster, more informed decision-making.

• Locate and send information while still on the phone with a client—even from your iPhone or other mobile device.

• Create consistency by providing standardized templates and tools for managing content.

• Empower employees at all levels to quickly and confidently make well-informed decisions, elevating customer service levels and decreasing wait times.

 

Accelerate Audits while Reducing Compliance Costs

Increased oversight doesn’t need to mean increased costs. In fact, in addition to the cost savings of working in a paperless environment, using Laserfiche automates and tracks information in a way that makes it as easy to find as it is easy to use.

§  Automate compliance, check and security log creation.

§  Provide auditors with instant access to digital files, significantly reducing audit times.

§  Reduce storage costs while complying with recordkeeping regulations.

§  Automate document retention and destruction, eliminating lost documents—and headaches.

 

 

Additional Resources

Brochures

·Technology Secrets of Top Performers

For top-performing RIA firms, technology is a long-term investment that generates growth and higher profitability.

·Laserfiche for Financial Advisors

Increase business value, streamline your workflow and simplify regulatory compliance

 

White Papers

·How Digital Document Management Solutions Support Compliance

With the right technology, you gain efficiency, improve profitability and increase productivity, all while reducing the cost of compliance.

 

·Trend Report - The Rise of Composite Applications Among RIAs and Broker-Dealers

Agility and the Rise of Composite Applications Among RIAs and Broker-Dealers

 

·ROI for RIAs

The bottom-line impact of enterprise content management for registered investment advisors

 

·RIA Case Study: Rehmann Financial

“We’ve grown by merging with small firms, and one of the things that sells us is that we have these great business processes in place,” says Operations Manager Amy Flourry. “We’ve seen other firms and we’re a step ahead of the game.”

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RIA Case Study: Asset Dedication

"As a part of our technology platform, Laserfiche will allow us to grow in a way that is modular and scalable."

 

·RIA Case Study: Halbert Hargrove Investment Counsel

"In terms of scaling on existing infrastructure, back office efficiencies and lack of storage, we're saving tens of thousands of dollars per month."