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.
The importance of establishing digital records management strategies.
A live demonstration of advanced records management in Laserfiche.
Real-world use cases from the global Laserfiche banking community.
A Q&A session.
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.”
Speed up manual approvals and automatically route submitted form data into your CRM, ERP or legacy systems.
Easily build metadata templates to categorize documents, improve searchability and power your business processes.
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.
Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.
Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.
Don't just take our word for it. Check out our reviews on G2 to learn why Laserfiche is an industry leader.
Let us show you how Laserfiche can help automate your business and transform the way you do work.