On-Demand Webinar: Effortless Client Onboarding: Automate for Smooth Sailing in Wealth Management

Join our panel of wealth management experts to learn how to accelerate and simplify client onboarding, eliminate bottlenecks, and drive business growth.

Presenters:  

  • Amy Flourry, Director of Operations, Rehmann
  • Gert Bester, Business Systems Manager, Stonehage Fleming
  • Joman Kwong, Strategic Solutions Manager, Laserfiche

In this 60-minute on-demand webinar, we will explore:

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Major hurdles for your advisors, operational teams, IT department, and clients.

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Essential technology strategies to design a seamless, integrated client onboarding experience.

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Panel discussion with guest speakers who will discuss their transformation journey, tips and tricks, and future strategies.

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A live Q&A session.

Work Smarter with Optimized Processes

Design No-Code Workflows

Map out and automate tasks in your business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”

Quickly Route Data with Powerful Forms

Speed up manual approvals and automatically route submitted form data into your CRM, ERP or legacy systems.

Improve Data Management

Easily build metadata templates to categorize documents, improve searchability and power your business processes.

How Laserfiche Can Transform Your Business

intelligent content capture
Content Management

Organize data enterprise-wide so the right people can access the right content, whether they’re in the office, working remotely or are a client accessing documents.

process automation
Process Automation

Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.

platform service
Intelligent Data Capture

Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.

Users Know Best: Laserfiche Is a Leader

Don't just take our word for it. Check out our reviews on G2 to learn why Laserfiche is an industry leader.

 

READ THE REVIEWS

 

G2 Spring Leader 2025

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Integrate Legacy Systems with RPA

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