Financial Planning Services Electronic Document Management by Cities Digital

By: Cities Digital  09-12-2011
Keywords: Document Management, document management system

If you work in the financial industry you are probably used to the mountain of filings, paperwork and signatures that are required. The compliance headaches that are designed to enforce these requirements aren’t any fun either. It doesn’t have to be that way anymore.

The Laserfiche solution for financial services includes features like full text search, workflow of new account forms and auto filing of client documentation. In addition the Laserfiche system reduces compliance headaches. An audit trail, WORM media archive and blotter generator make for a full suite of tools to ensure your SEC & FINRA compliance.

Back office

The back office benefits from a document management system by digitizing and centralizing documents for processing. Forms entering the office via paper, fax or scan all enter the same processing engine to extract account numbers, SSN or any other data for further processing. Extracted data can be pushed to a back office system or CRM.

New account forms are checked for accuracy and signature then sent for compliance review and suitability. Inbound fund company statements make an orderly migration from a stack of paper to their digital client file automatically. Even statements downloaded from websites for DVD can be auto-filed.

Client Services

Client services teams are able to process new account requests, locate disparate client data and reduce errors by accessing information within the document management system. Data stored in Laserfiche is linked directly to the client profile stored in the CRM or ERP. This tight integration of data allows all privileged users access to information via applications they are already comfortable with.



An advisor with document management is a happier and more efficient which makes clients happier. Let Cities Digital help you become that happy advisor!

Integrations with Laserfiche

  • ACT! For Advisors
  • Advisor’s Assistant
  • Goldmine
  • Junxure
  • Microsoft Dynamics CRM
  • Smartoffice
  • Tamarac
  • Zywave

Laserfiche Success Stories

Keywords: Document Management, document management system

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