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

The financial services industry is always changing. Their customers require personal products that can meet their day-to-day needs and care for them during important life events. In addition, clients have come to anticipate cheaper prices and visibility in tandem with these new products. With regulators intent on implementing conformity with state and local law makers, best practices, and risk avoidance.

Wave’s Financial Services solutions for the Orlando area will provide you with:

Single Point Of Access

With Wave tools, you can combine digital and physical documents, from different locations, into a solitary system where you can safely house all of your customer content and easily procure it when desired.
Reports And Audits

With cumbersome laws, it’s critical to make sure you can reliably prove that compliance is respected by your agency. That’s why we’ve built technology into our solutions that tracks all information related to your tasks and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave tools, you can combine digital and physical documents, from different locations, into a solitary system where you can safely house all of your customer content and easily procure it when desired.
Simple Integration

Wave solutions effortlessly integrate with most popular applications used by financial services businesses such as SharePoint, Office 365 and more. Centralize data access while carefully keeping originals where they originate.
Minimal Migration

Wave software require minimal migration which reduces downtime and spares operational expenditures typically spent on migrations.
Adhere To Regulations

Our tools were built to observe government legislation including FINRA, FinTech, SOX.