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

The financial services industry is always changing. Their consumers want personal products that can meet their day-to-day needs and serve them during major life moments. In addition, clients have come to call for cheaper prices and clarity in conjunction with these new products. With regulators intent on enforcing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can aggregate digital and physical records, from different places, into a solitary repository where you can securely house all of your customer content and easily procure it when desired.
Reports And Audits

With steep laws, it’s critical to ensure you can reliably prove that compliance is observed by your firm. That’s why we’ve included technology into our products that tracks all content related to your workflows and, in the event of an audit, compliance is easy to prove.
Automation

With Wave solutions, you can aggregate digital and physical records, from different places, into a solitary repository where you can securely house all of your customer content and easily procure it when desired.
Simple Integration

Wave solutions seamlessly integrate with many popular systems utilized by financial services businesses such as SharePoint, Office 365 and more. Streamline records access while securely retaining originals where they originate.
Minimal Migration

Wave solutions require little to no migration which minimizes downtime and saves operational expenditures traditionally spent on migrations.
Adhere To Regulations

Our solutions were designed to observe government legislation like FINRA, FinTech, SOX.