Case Study: Stonehage Fleming achieves operational excellence with Laserfiche

Stonehage Fleming Integrations Drive Operational Excellence

Stonehage Fleming, a wealth management firm with 19 offices across 14 geographies, needed a workflow engine to automate processes across divisions with varied regulatory and operational requirements. The company had been using Microsoft Dynamics Business Central for some workflows, but found it difficult to customize and maintain, while also needing better consistency, security, and efficiency. Laserfiche was adopted to support these needs.

Laserfiche implemented workflow automation, forms, API integrations, and audit tools to streamline onboarding, approvals, compliance, and back-office processes across Stonehage Fleming. The solution reduced form templates from about 70 to 3, standardized key business development processes across 11 offices, and automated previously manual email-based approvals and document handling. As a result, Stonehage Fleming has saved over $150,000 and more than 100,000 hours to date, while improving collaboration, transparency, and client service.

Stonehage Fleming

David Knight

IT Project Manager and Business Analyst