Many technology innovations, originally meant to address the challenges of COVID-19, are proving to be useful outside the context of the pandemic — giving today’s financial advisor a unique opportunity to make their firm more cost-efficient, scalable and resilient through digital transformation.
Discover what kinds of workflows organizations changed in response to the challenges of the COVID-19 pandemic.
Identify common digital transformation challenges, and the benefits to organizations that overcome them.
Get advice and insights on how organizations should establish priorities for their post-pandemic workforce.
Develop a smart framework to accelerate digital transformation, improving data security, client services and employee satisfaction along the way.
Map out and automate tasks in your manual business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”
Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.
Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.
Organize important information across the enterprise so the right people have access to the right content whether they’re in the office, working remotely or they’re a client or constituent accessing documents
Automate vendor onboarding, accounts receivable, contract management and more with award-winning software that optimizes inefficient processes, enabling you to better allocate your resources.
With a combination of security and compliance features, frequent security updates and the ability to redact sensitive documents in a cloud-based repository, you can trust that your data is secure and confidential.
Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.
Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.
Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.
Let us show you how Laserfiche can help automate your business and transform the way you do work.