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

The financial services industry is continually evolving. Their customers demand tailored solutions that can assuage their routine needs and cover them during large life moments. In addition, clients have come to anticipate more affordable prices and visibility along with these new offerings. With regulators concentrating on implementing compliance with state and local law makers, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can combine digital and physical information, from multiple places, into a single system where you can securely keep all of your consumer data and easily procure it when required.
Reports And Audits

With steep requirements, it’s vital to ensure you can reliably confirm that compliance is respected by your agency. That’s why we’ve included technology into our products that documents all data related to your tasks and, if an audit occurs, compliance is easy to prove.
Automation

With Wave solutions, you can combine digital and physical information, from multiple places, into a single system where you can securely keep all of your consumer data and easily procure it when required.
Simple Integration

Wave solutions seamlessly integrate with many popular applications leveraged by financial services agencies such as SharePoint, Office 365 and more. Streamline document procurement while carefully storing originals where they came from.
Minimal Migration

Wave tools demand minimal migration which decreases downtime and spares operational expenditures typically spent on migrations.
Adhere To Regulations

Our solutions were designed to be respectful of government legislation like FINRA, FinTech, SOX.