Laserfiche once again received the WealthManagement.com 2016 Industry Award. The awards acknowledge outstanding companies and organizations that support financial advisor success.
WealthManagement.com recognized Laserfiche in two categories:
Document Management: Laserfiche 10 , a trusted, proven and scalable document management solution, features leading-edge business process management and electronic records management functionality that helps financial advisors maximize efficiency and provide more responsive client service.
Innovation New Applications: Released earlier this year, Laserfiche’s Business Process Library enables wealth management firms to quickly optimize a variety of business processes including NIGO/IGO review, blotter processing and new account document review, among others to accelerate their ECM implementations.
Most advisors already find the cost and administration of compliance overwhelming, and now the DOL fiduciary rule imposes a whole new set of obligations said Linda Ding, Senior Financial Program Strategist at Laserfiche. With Laserfiche, advisors can quickly automate processes to enhance compliance and drive operational excellence, so advisors can focus on what they do best serving clients and building relationships.
Our firm recently went through an SEC audit, and we couldn’t have done it without Laserfiche, which enabled us to gather all of the requested information quickly and easily, said Amy Flourry, Director of Operations for Rehmann Financial. Laserfiche has been a big part of our firm’s growth, allowing us to create consistent processes while maintaining regular oversight.
WealthManagement.com 2016 Industry Award finalists were chosen out of nearly 400 nomination submissions. Winners were announced at a ceremony on Sept. 29, 2016.