Over its 30+ year history as a company, Laserfiche has been an innovative force across many industries, FinTech being just one of them. Imagine Dropbox or Windows Explorer on steroids! Our upcoming improvements in machine learning are making document extraction, data extraction, and document classification significantly more accurate, and it’s enabling much more automation.”—GregFor FinTech, this means that advisors can streamline account opening, onboarding, reporting, and analytics. These integrations can be custom built to suit the customers’ needs.Greg said that they have two major initiatives in the integration space: robotic process automation (RPA) and no-code activity-based integrations. Robotic process automation is a model that doesn’t require a developer. It can be used to capture paper documents digitally or to manage all your organization’s digital content. 14 January 2020
The Laserfiche platform contains all the tools and functionalities to secure data, but it’s up to the customer to make sure these controls are in place. Instead, it enables a knowledge worker who knows system A and system B to record their interactions and add those interactions to the automated workflow. Their strategic outlook is refreshing and implies a deep understanding of the internal workings of industries. You are not allowed to reply in this post. Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors. One of those elements is compliance requirements.
Laserfiche can help them replace dozens of paper forms and hours of document filing down to minutes, all while keeping in line with compliance and audit reporting.There are some obvious, but sometimes overlooked, elements a FinTech product needs to have.
CDI is a leading ECM Laserfiche provider proudly serving city and county government agencies for nearly 20 years - document and records management solutions, software integrations with ArcGIS and GovQA, document scanning, legacy system conversions, software support, and more
Locations around the world, in fact, where we have more opportunity to listen directly to our customer and get their requirements from them.”—GregBeyond hosting conferences and meetups, Laserfiche’s sales, presales, and marketing teams gather feedback and use cases, and product-management and product-development teams then go through the processes of prototyping and user-testing various solutions to customer issues and needs.Linda explained that because Laserfiche is used across a multitude of industries, including financial services, education, and government, they have a broad overview of business as a whole.
I think it has been there for a while, but I have never seen it populated with any data.
I think it has been there for a while, but I have never seen it populated with any data. Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice. 38 views
Laserfiche is the private Enterprise Content Management (ECM) software development company. Our priority is to support our customers’ digital transformation with smart technology.
What is it used for?
Laserfiche’s on-premises product can also be used in compliance with SEC Rule SEC17a-4. The move to the cloud will be a major step in increasing the reach of the product in the market, and is why Laserfiche has won the Document Management solution of the year by WealthManagement.com three times and is named by Wall Street Journal one of the essential technology tools for financial advisors.
Asked September 25, 2019 Linda said that Laserfiche is the only member in the wealth management space that has a records management module which can be used in compliance of the Department of Defense, “We’ve also created a lot of documentation, and working with our solution providers to train them on best practices, and there’s a phenomenal community of solution providers who use our answers platform to ask good questions and get answers on how to do certain things.”—GregAs Laserfiche moves to the cloud they have gained a “Besides Empower, we also work with user groups that happen every year at locations around the country.
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