- User Solutions
- Financial –
- Union/Trust –
- Tribal –
- Software
- Hardware
Financial Advantage
Increasing revenue while operating in a multi-regulatory environment is a concern for all financial services firms. Paper-based processes complicate workflow and cut into profits, while proliferating customer files and compliance demands can compromise efficiency—and customer service. Cost-effective, rapidly-deployed Laserfiche solutions help you maximize efficiency, improve productivity and increase profitability, all while reducing the cost of compliance.
Laserfiche Document Management
Solutions can help you
- Enforce enterprise-wide record policies
- Safeguard records with comprehensive access controls
- Support compliance with Sarbanes-Oxley, SEC, FINRA and other regulations
- Automate life cycle management from document creation to final disposition
- Log all system activity, providing an audit trail that can be used to prove adherence to your record management plan, and compliance regulations
Financial Leverage
Increased Business Value and Profitability
- Attract, retain and support top advisors with powerful technology
- Simplify business transfer and succession planning with easily-transferable client records
- Gain a competitive edge with lower costs and faster client service
- Publish time-dated records to unalterable media
- Establish, maintain and demonstrate compliance with regulations such as SEC and FINRA rules, Sarbanes-Oxley and the USA PATRIOT Act
- Consistently monitor document access and retrievals through Laserfiche Audit Trail™