In a bold move that’s sure to set the financial industry abuzz, Laserfiche has revealed that its customer, Stonehage Fleming, has struck gold by snagging the coveted Datos Insights 2024 Digital Wealth Management Impact Award for Technology Transformation. This coveted prize recognizes Stonehage Fleming’s daring use of Laserfiche‘s suite of content management, process automation, integration, information governance, and intelligent data capture tools to revolutionize operations across its global empire.
This achievement is all the more impressive given the many challenges Stonehage Fleming faced, including a patchwork of inefficient legacy systems, increasing regulatory complexity, and the need to keep pace with evolving client demands. But the IT team didn’t let these obstacles hold them back, opting instead to harness Laserfiche as a game-changing process automation engine, from 19 global offices.
The results are nothing short of astounding. Automation of legacy processes in the Business Development department has unleashed a torrent of efficiency and collaboration, with Laserfiche’s intelligent data capture tools streamlining staff time and allowing them to focus on more value-added activities. Moreover, Stonehage Fleming’s partnership with Laserfiche has saved the organization a staggering $150,000 and hundreds of thousands of hours, empowering staff to provide an unparalleled level of client service.
"This is a clear example of how forward-thinking wealth management firms can harness technology to drive digital transformation and revolutionize how they operate," said Joman Kwong, strategic solutions manager, financial services at Laserfiche. "Congratulations to Stonehage Fleming on this remarkable achievement!"
