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

The financial services sector is continually evolving. Their clients require personal products that can meet their day-to-day needs and serve them during major life events. In addition, clients have come to anticipate more affordable prices and clarity in conjunction with these new products. With regulators focused on implementing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can merge digital and physical information, from multiple locations, into a central repository where you can securely house all of your customer information and easily procure it when desired.
Reports And Audits

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

With Wave software, you can merge digital and physical information, from multiple locations, into a central repository where you can securely house all of your customer information and easily procure it when desired.
Simple Integration

Wave solutions easily integrate with most popular systems used by financial services firms such as SharePoint, Office 365 and more. Centralize data location while safely keeping originals where they originate.
Minimal Migration

Wave solutions need minimal migration which decreases downtime and preserves operational spending typically spent on migrations.
Adhere To Regulations

Our tools were designed to comply with government laws such as FINRA, FinTech, SOX.