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Wealthies Circle Podcast: Laserfiche’s Award-Winning Vault and Cloud System

Laserfiche's Linda Ding and Justin Pava discuss the firm's award-winning vault and cloud platform and how it helps financial professionals with their document management.

 

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Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business and deliver a digital-first customer experience.

In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Laserfiche's Director of Strategic Marketing Linda Ding and Principal Technical Product Manager Justin Pava about the firm's award-winning vault and cloud platform and how it helps financial professionals with their document management.

Linda Ding.jpg

In this episode, you’ll learn:

  • How Laserfiche’s vault and cloud system can better archive, automate and organize your financial practice;  
  • Why broker/dealer compliance is a breeze with the firm’s vault integration; 
  • About the company’s AI automatic capture platform and its similarities to iPhone’s face-recognition feature; 
  • About Laserfiche’s workflow bots and their ability to simplify manual tasks;  
  • And more!

LaserficheJustin Pava Laserfiche

Justin Pava

Tune in as Linda and Justin reveal how financial advisory firms and aspiring leaders can better integrate their vision toward an improved digital ecosystem!  

Listen to the Wealthies Circle Podcast

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