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

The financial services area is routinely continuing to evolve. Their clients want personal products that can assuage their routine needs and care for them during large life moments. In addition, customers have come to expect more affordable prices and visibility in conjunction with these new products. With regulators concentrating on implementing compliance with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical documents, from multiple sources, into a central repository where you can securely store all of your customer data and easily locate it when required.
Reports And Audits

With cumbersome requirements, it’s important to make sure you can reliably prove that compliance is observed by your business. That’s why we’ve included technology into our solutions that tracks all content related to your processes and, if you get audited, compliance is easy to prove.
Automation

With Wave tools, you can aggregate digital and physical documents, from multiple sources, into a central repository where you can securely store all of your customer data and easily locate it when required.
Simple Integration

Wave tools effortlessly integrate with several popular tools used by financial services agencies such as SharePoint, Office 365 and more. Streamline records access while securely keeping originals in their point of origin.
Minimal Migration

Wave solutions require little to no migration which decreases downtime and preserves operational spending typically spent on migrations.
Adhere To Regulations

Our solutions were created to comply with government regulations such as FINRA, FinTech, SOX.