New Financial Services Case Study: Shufro Rose

Shufro Rose, a New York City-based independent wealth management firm, manages around $2 billion in assets across 1,200 households and approximately 2,700 accounts. Integrating Laserfiche into operations, enabled the firm to free up advisor time for client engagement, improve operational efficiency, and address regulatory compliance requirements. This was achieved through streamlined front-end and back-end processes utilizing process automation and integration.

If you have any questions, please contact Joman Kwong.