3545 Long Beach Blvd., Long Beach, CA 90807, United States
Accelerating how business gets done with intelligent content management and business process automation solutions
Laserfiche is the leading global provider of intelligent content management and business process automation. The Laserfiche® platform enables organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche® to boost productivity, scale their business and deliver digital-first customer experiences.
Streamline time-intensive business processes, including new account opening, suitability approval and exception handling. Simplify audits and control compliance costs. Track all transactions and communication to comply with SEC and FINRA policies. Streamline client review and approvals. Instantly transfer, view and verify client paperwork. Integrate with CRM and wealth management systems. Create one technology hub for advisor......