The CUInsight Network podcast: Data management – Laserfiche (#66)

Featuring David Everson, Senior Director of Solutions Marketing at Laserfiche

Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high priority operations such as member service.

During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.

As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!

Connect with David:
David Everson, Senior Director of Solutions Marketing at Laserfiche
David: LinkedIn
Laserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo

Media contact:
Linda Domingo, Director, Public Relations at Laserfiche

Show notes from this episode:
What an amazing interview with David! Check out all the exceptional work his team is doing over at Laserfiche here.
Want to hear more from David? Click here.
Shout-out: Space Coast Credit Union
Place mentioned: Florida
Shout-out: Ralph Lauren
Place mentioned: Hawaii
Shout-out: Williams-Sonoma, Inc.
Shout-out: Pottery Barn
Shout-out: Nike, Inc.
Shout-out: Adidas
Shout-out: Columbia Sportswear
Place mentioned: Long Beach, CA
Program mentioned: Laserfiche Solution Marketplace 
Shout-out: DocuSign
Historic event mentioned: COVID-19 pandemic
Shout-out: National Credit Union Administration (NCUA)
Book mentioned: Don’t Sweat the Small Stuff and It’s All Small Stuff: Simple Ways to Keep the Little Things from Taking Over Your Life by Richard Carlson

Additional resources:

  • Case study on how American United Federal Credit Union partnered with Laserfiche to accelerate digital transformation.
  • To learn more about Laserfiche, visit their banking solutions page for relevant resources and information.
  • Schedule a demo to discover how Laserfiche solutions can benefit your organization.

In this episode:
[00:47] – David Everson says he dreamed of working in the medical field as a kid.
[03:02] – What is Laserfiche?
[05:03] – How can credit unions manage omnichannel banking?
[07:09] – David explains the Solution Marketplace library with resources like training modules and pre-built workflows.
[09:09] – How can credit unions connect data between departments?
[11:01] – What impact did the pandemic have on data management?
[13:16] – What’s next for Laserfiche?
[15:15] – David talks about his 30-year friendship with a mentor who made an early impact in his career.
[16:54] – Thank you David, and thank you for listening!

Lauren Culp

Lauren Culp

Lauren Culp is the President & CEO at She leads the growing team at CUInsight, works with organizations serving credit unions to maximize their brand and exposure, connects with ... Web: Details