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

The financial services area is always changing. Their consumers want tailored solutions that can meet their day-to-day needs and care for them during major life events. In addition, consumers have come to expect cheaper prices and transparency in tandem with these new products. With law makers intent on implementing compliance with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can merge digital and physical information, from different sources, into a single point of access where you can securely house all of your customer information and easily procure it when required.
Reports And Audits

With intensive laws, it’s important to assure you can always demonstrate that compliance is maintained by your firm. That’s why we’ve incorporated technology into our products that details all content related to your tasks and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave solutions, you can merge digital and physical information, from different sources, into a single point of access where you can securely house all of your customer information and easily procure it when required.
Simple Integration

Wave solutions effortlessly integrate with several popular applications used by financial services businesses such as SharePoint, Office 365 and more. Streamline document location while carefully storing originals in their point of origin.
Minimal Migration

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

Our tools were built to comply with government laws including FINRA, FinTech, SOX.