You are viewing limited content. For full access, please sign in.


Posted to Financial Services


Laserfiche featured in Investment News as a paperless processing and workflow solution

posted on September 19, 2014

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. 



4 0


replied on September 22, 2014

Great stuff, Claire! Thanks for sharing this with the community - your team should be very proud of the great work you've been doing with Laserfiche. No wonder your team won a Run Smarter award last year! 

1 0
You are not allowed to follow up in this post.

Sign in to reply to this post.