Stonehage Fleming, a leading international family office and wealth management firm, is entrusted with the management, fiduciary oversight and administration of over $170 billion of assets under administration, with $25 billion under management.

The firm adopted Laserfiche as the process orchestration engine and backend information hub to optimize business processes across business divisions, ranging from client onboarding to risk and compliance, to appointments and resignations. Their IT team has developed API integrations between Laserfiche, Microsoft Dynamics 365 Business Central, and other applications to automate data creation and eliminate the need for manual verification and repetitive tasks. The team estimates that Laserfiche has saved over $150,000 and tens of thousands of hours to date, and they are continuing to gather data on efficiency gains in other areas.

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