Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience.
In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management.
In this episode, you’ll learn:
- How Laserfiche’s vault and cloud system can better archive, automate, and organize your financial practice
- Why broker-dealer compliance is a breeze with the firm’s vault integration
- About the company’s AI automatic capture platform and its similarities to IPhone’s face-recognition feature
- About Laserfiche’s workflow bots and their ability to simplify manual tasks
- And more!
Tune in as Linda and Justin reveal how financial advisory firms and aspiring leaders can better integrate their vision towards an improved digital ecosystem!