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

The financial services industry is always changing. Their customers want personalized offerings that can meet their day-to-day needs and serve them during major life events. In addition, customers have come to call for cheaper prices and visibility in conjunction with these new offerings. With law makers concentrating on enforcing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can merge digital and physical documents, from multiple sources, into a single point of access where you can securely keep all of your customer content and easily access it when required.
Reports And Audits

With cumbersome requirements, it’s critical to assure you can consistently prove that compliance is observed by your business. That’s why we’ve incorporated technology into our products that tracks all content related to your processes and, if you get audited, compliance is easy to show.
Automation

With Wave solutions, you can merge digital and physical documents, from multiple sources, into a single point of access where you can securely keep all of your customer content and easily access it when required.
Simple Integration

Wave software easily integrate with many popular tools leveraged by financial services businesses such as SharePoint, Office 365 and more. Streamline data access while safely keeping originals where they originate.
Minimal Migration

Wave tools demand minimal migration which reduces downtime and saves operational spending traditionally spent on migrations.
Adhere To Regulations

Our tools were built to be respectful of government laws including FINRA, FinTech, SOX.