laserfiche ecm for broker-dealers jeffrey green director of strategic services, laserfiche
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Laserfiche ECM forBroker-Dealers
Jeffrey Green Director of Strategic Services, Laserfiche
5+
MILLION USERS
35,000+
ORGANIZATIONS
A GLOBAL COMMUNITY OF LEADERS AND EVANGELISTS
28 Years of Innovation Focused resources for product advancement
and market development
Comprehensive support program for customer training and community building
Strong partnership with key industry vendors
For Laser App Conference 2015 | 3Laserfiche ECM for Broker-Dealers
Laserfiche Presence inFinancial Services Over 25 years of experience in designing
process solutions for wealth management firms, and financial services institutions
Comprehensive integrated solutions with key industry applications and partners, enabling streamlined and scalable operations
Featured by industry expert as one of the five essential technology tools in 2015
Named finalist for the 2015 Industry Award for the Document
Management and Technology Innovation categories
Rated strong on easy implementation and upgrade
Laserfiche ECM for Broker-Dealers For Laser App Conference 2015 | 4
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Document Distribution
Business Process
Management
Electronic Forms
Governance, Risk &
Compliance
Document Management
Laserfiche ECM System Topology
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Document Distribution
Business Process
Management
Electronic Forms
Governance, Risk &
Compliance
Document Management
Laserfiche ECM System Topology
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Distribution
Electronic Forms
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Governance, Risk &
Compliance
Document Management
Laserfiche ECM System Topology
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Distribution
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Governance, Risk &
Compliance
Document Management
Laserfiche ECM System Topology
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search andReporting Interface
Document Distribution
Web PublicPortal
Portable Archives
Desktop, Web and Mobile Clients
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Governance, Risk &
Compliance
Document Management
Laserfiche ECM System Topology
Document Distribution
Web PublicPortal
Portable Archives
Desktop, Web and Mobile Clients
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Document Distribution
Web PublicPortal
Portable Archives
Desktop, Web and Mobile Clients
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Governance, Risk &
Compliance
Laserfiche ECM System Topology
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Document Distribution
Web PublicPortal
Portable Archives
Desktop, Web and Mobile Clients
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Laserfiche ECM System Topology
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Distribution
Web PublicPortal
Portable Archives
Desktop, Web and Mobile Clients
Multi-Channel Capture
Mobile Capture
MFP and Network Capture and Import
Photo Capture
Electronic Import
e-Form Capture
High-Volume Import
CRM System
Financial Planning System
Email Server
Audit Files
Web Browser
Smartphones
Tablets
Network Folders
Business Applications
Databases
Web Users
Mobile Users
Business Applications
Databases
Advisors
Customers
Custodians
Broker-Dealers
Web Browser
CD, DVD, Portable Hardrive, USB Drive
Email Applications
Electronic Forms
Form Builder
BPMN Routing
Task Management
Mobile Approval
Reports
Business Process Management
Pre-built Workflows
Custom Notifications and Triggers
C# and VB.NET Script Editor
Search and Reporting Interface
Laserfiche Content Server
Workflow Engine
Enterprise Search
Laserfiche Servers
Document Imaging
Records Management
Document Management
Governance, Risk and Compliance
DoD 5015.2-certified Records Management
VERS-compliant Electronic Records Management
Wizard-based Audit Trail Configuration
Audit Trail Reporting
Digital Signatures
Document Management
Version Control
Basic and Advanced Search
Unified Metadata Models
Bundled OCR/Full-text Indexing
Laserfiche ECM System Topology
For Laser App Conference 2015 | 13Laserfiche ECM for Broker-Dealers
Publish & Preserve
Check for Compliance
Review & Approval
ContentCapture
ECM Process
Process Automation Across Financial Services Firms
Blotter Processing
New Account Opening
Audit Review
Check Processing
Foreign Asset Control
New Deposit Account Opening
Human Resources
Accounts Payable
Loan Origination Processing
$
Laserfiche ECM forBroker-Dealers
Jeffrey Green Director of Strategic Services, Laserfiche
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