Laserfiche® for Financial Services:
Providing High Performance Financial Software and Automation
Financial institutions need a software partner that can protect highly sensitive information while automating time consuming administrative tasks - leaving time for more number crunching and serving clients to assure their fiscal growth. Digital Age Tech Consultants offers Laserfiche® for financial services as the one program solution to provide a digitized operation focused on client organization, streamlined processes, and a highly secure infrastructure.
Choosing the right financial software for your organization has never been easier.
Laserfiche® is intricately designed to serve the financial industry and with our FREE demo you can see for yourself how much it can do for you and your industry.
Key Features of Using Laserfiche® for Financial Services
There are countless ways a financial institution can utilize Laserfiche® for their organization (and we encourage you to schedule a FREE demo so we can show you). The team at Digital Age Tech Consultants has curated the top 3 features that our experience has shown to check crucial boxes for any organization seeking a reliable financial software to invest in. With Laserfiche® for financial services your organization can:
Integrate With Your CRM | Customer relationship management systems hold years of collected data, but its functionality can feel limited. By using Laserfiche® for financial services, CRMs can breathe new life with its ability to integrate with your current system. This integration allows Laserfiche® to work with your CRM giving you creative control to map out workflow processes and build easier systems to update client information.
Build Forms Automation for New Account Openings | Just as Laserfiche® for financial services can keep your existing client data secure and organized, it can also manage new clients that you need to onboard. With the Laserfiche® Forms Automation feature, you can easily build custom forms that new clients can complete digitally, streamlining your KYC (Know Your Customer) and onboarding workflows. In the backend, you can tell Laserfiche® exactly how you want that form to travel through your organization. That way, once the form is submitted, Laserfiche® does the rest. New clients don’t get lost in the shuffle and the right eyes are reviewing submissions all in a timely manner.
Feel at Ease With SEC and FINRA Compliance | With financial software, satisfying industry compliance is vital. Laserfiche® is a top-of-the-line financial software that meets SEC and FINRA compliance. That means that the systems you build, the documents you store, and the information you collect within Laserfiche® will always satisfy regulatory requirements to assure your organization maintains transparency, security, and business protection.
These are just a few key features. There is a lot more Laserfiche® for financial services to explore and Digital Age Tech Consultants can show you all the tools and features that make this a superb financial software to bring into your organization.