White Paper: What ChatGPT Means for Wealth Management

The rise of artificial intelligence (AI) in recent years has been impactful across multiple industries. Now, it’s time to look at the benefits AI tools like ChatGPT can bring to wealth management.

For firms willing to embrace AI-driven process automation tools, they will be empowered to maintain or gain a competitive edge as they serve clients more effectively, improve the overall client experience and drive operational efficiency with streamlined back-office operations.

Topics Covered in the white paper

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The benefits of transforming business processes with AI tools.

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Signs your firm could benefit from AI-driven process transformation.

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How to incorporate AI into your digital transformation strategy.

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Factors to consider for an AI-powered process automation software provider.

Work Smarter with Optimized Processes

Design No-Code Workflows

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.”

Quickly Route Data with Digitized and Automatable Forms

Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.

Gain Actionable Business Intelligence

Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.

Learn how a Content Services Platform 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.

Unify the Systems Your Teams Use Every Day

Unite the applications your teams rely on, such as Salesforce and DocuSign, with the automated processes of Laserfiche Cloud — including direct and custom integrations as well as last-mile integration tools powered by RPA technology.

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Automatically Sync Your Data with Direct Integrations

Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.

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Create Custom Integrations that Fit Your Business

Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.

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Integrate Legacy Systems with RPA

Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.

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