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

The financial services sector is routinely continuing to evolve. Their customers want personalized offerings that can assuage their routine needs and cover them during large life moments. In addition, clients have come to expect more affordable prices and visibility in conjunction with these new products. With legislators intent on enforcing conformity with state and local law makers, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical documents, from various sources, into a central repository where you can safely keep all of your client data and easily locate it when needed.
Reports And Audits

With intensive regulations, it’s critical to ensure you can always prove that compliance is respected by your agency. That’s why we’ve built technology into our solutions that documents all information related to your processes and, in the event of an audit, compliance is easy to prove.
Automation

With Wave tools, you can aggregate digital and physical documents, from various sources, into a central repository where you can safely keep all of your client data and easily locate it when needed.
Simple Integration

Wave software easily integrate with many popular tools leveraged by financial services businesses such as SharePoint, Office 365 and more. Mainline records procurement while carefully storing originals where they came from.
Minimal Migration

Wave software need little to no migration which reduces downtime and spares operational costs traditionally spent on migrations.
Adhere To Regulations

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