To meet growing customer demands while also improving operational efficiency, you need the right workflow management software. For financial, wealth management, and banking service providers, both Docupace and Laserfiche rise to the top. But how do these tools differ, and which is best for your organization? Let’s take a closer look.
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Built to streamline account management, reporting, and back-office operations, Docupace is an ideal option for wealth management and financial advisory services. Laserfiche, on the other hand, is a more adaptable enterprise content management solution that supports a wider range of financial and banking services.
If you’re looking for a robust wealth management tool, Docupace may be the best fit for you. For other services and industries within the realm of financial services and banking, though, Docupace’s purpose-built solutions may not feel like the right fit.
Beyond wealth management, financial advising, and account management, Docupace’s core capabilities resemble Laserfiche’s. Still, there are some key differences in what these platforms offer. Let’s see how Docupace and Laserfiche compare where it counts the most:
A common complaint about Docupace is its outdated interface, which many users find to be confusing. The interface also doesn’t allow much room for customization, meaning users have little opportunity to adjust it to better suit their needs and truly help them save time.
Laserfiche’s adaptable interface is designed with innovation in mind. Its user-friendly design makes it simple to hit the ground running and start building customized workflows for your teams.
Laserfiche is an award-winning industry leader for a reason. Here are some key features that make it a must for financial institutions across the board:
Overall, Docupace’s platform is optimized for financial advisory and wealth management services. With its focus on account management, data and reporting, and integrations with other tools, Docupace is designed to be one part of a tech stack.
It also doesn’t feature the automation or document management tools that Laserfiche does. Plus, its lackluster user experience and high learning curve mean that it can take a while to truly start bringing value to your teams.
If Docupace’s platform isn’t the right match for your needs, Laserfiche could be a better option. Upgrade to Laserfiche and take advantage of unrivaled automation, document management, and powerful automation that empowers your teams to get more done.
