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Wealth Management Industry Awards
September 4, 2025
Cipriani 42nd StNew York, NY

Executive Forum Cocktail Reception

Profile

Laserfiche is the leading SaaS provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, Laserfiche® eliminates manual client data entry and automates processes, accelerating how business gets done.

For over 30 years, Laserfiche has partnered with organizations in the most highly regulated industries — including wealth management, banking and insurance — to simplify compliance and build digital resilience. Today, Laserfiche’s cloud-first development incorporates machine learning and AI to enable organizations to boost productivity, scale business, and deliver digital-first client experiences.