How We Can Help Your Firm With Financial Services Business Process Automation

The financial services industry is always changing. Their consumers require personalized offerings that can satisfy their everyday needs and cover them during important life moments. In addition, consumers have come to anticipate more affordable prices and visibility along with these new products. With legislators focused on ensuring conformity with state and local law makers, best practices, and risk avoidance.

Wave’s Financial Services solutions for the St. Petersburg area will provide you with:

Single Point Of Access

With Wave solutions, you can aggregate digital and physical documents, from multiple sources, into a solitary point of access where you can securely store all of your customer information and easily locate it when desired.
Reports And Audits

With intensive requirements, it’s vital to make sure you can consistently demonstrate that compliance is observed by your firm. That’s why we’ve included technology into our offerings that details all content related to your tasks and, in the event of an audit, compliance is easy to show.
Automation

With Wave solutions, you can aggregate digital and physical documents, from multiple sources, into a solitary point of access where you can securely store all of your customer information and easily locate it when desired.
Simple Integration

Wave tools effortlessly integrate with several popular tools used by financial services agencies such as SharePoint, Office 365 and more. Streamline document access while carefully retaining originals where they originate.
Minimal Migration

Wave tools require virtually no migration which minimizes downtime and saves operational spending normally spent on migrations.
Adhere To Regulations

Our tools were designed to observe government laws such as FINRA, FinTech, SOX.