Every Wednesday, the entire development team meets with the sales and marketing teams to demo the new features and projects that are in the works. As Greg told me, these demos can range from a “seed of an idea” to something that is close to release. This meeting of minds is a wonderful opportunity to get feedback on all stages of development.

“Towards the end of the product cycle, our product team actually helps train the sales and presales teams that then go out and train our resellers for how these new features are going to impact the product and how they can best utilize that.”—Greg

WealthTech Club takeaways

Laserfiche has been around the block and back when it comes to enterprise content management and process automation. Over its 30+ year history as a company, Laserfiche has been an innovative force across many industries, FinTech being just one of them. Their strategic outlook is refreshing and implies a deep understanding of the internal workings of industries. The move to the cloud will be a major step in increasing the reach of the product in the market, and is why Laserfiche has won the Document Management solution of the year by WealthManagement.com three times and is named by Wall Street Journal one of the essential technology tools for financial advisors.


Interviewed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.

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