New Financial Services Case Study: Rehmann

Rehmann, a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services, manages around $3.42 billion in assets with over 1,000 associates in Michigan, Ohio, and Florida.

The firm used Laserfiche to create a consistent way to capture data, including client information during new account opening process, and build workflows and integrations that eliminated manual tasks and data entry that could potentially lead to human error. Rehmann streamlined the new account opening process, enabling the firm to bring in 400 new accounts and $200 million in new assets in 2022.

Read the full case study here. If you have any questions, please contact Joman Kwong.