Girard Securities was incredibly proud to be featured in a recent article in InvestmentNews for our paperless workflow processing system, which we built in collaboration with Laserfiche. Throughout the process, Laserfiche was a tremendous resource for us to leverage.

What began several years ago as a way for us to securely transmit and archive documents from branch offices around the country evolved into a comprehensive paperless processing system for our Compliance and Operations teams. 

It is no secret that the financial industry is complex; there is a multitude of approvals that must be captured, documents that must be retained, and processes that must be completed with little room for error or delay. Using Laserfiche Forms and Laserfiche Workflow enabled us to make our paperless processing goals a reality at our broker-dealer. 

Check out the full article here.