On-Demand Webinar: Streamlining Records Management in Financial Services with Laserfiche

Managing records across all business units poses a complex and daunting task for banks and credit unions. In the highly regulated banking industry, these institutions must handle a large volume of sensitive and confidential records, such as customer information and financial transactions. To meet regulatory requirements, they need a centralized, secure, and traceable platform. The ever-changing landscape of regulatory compliance from entities like the Federal Deposit Insurance Corporation (FDIC), National Credit Union Administration (NCUA) and Bank Secrecy Act (BSA), presents a significant challenge. Non-compliance can lead to severe fines, penalties, legal and reputational risks, and a loss of customer trust.

To address these challenges effectively, we invite you to join a complimentary webinar. In this session, we will explore how to create a standardized and efficient solution using Laserfiche Records Management and process automation. 

Don't miss this opportunity to discover how Laserfiche can help your organization tackle the complexities of records management and compliance in the banking sector.

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

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The importance of establishing digital records management strategies.

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A live demonstration of advanced records management in Laserfiche. 

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Real-world use cases from the global Laserfiche banking community.

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A 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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