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