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

The financial services industry is routinely continuing to evolve. Their customers require personalized offerings that can assuage their routine needs and cover them during large life moments. In addition, customers have come to call for more affordable prices and transparency in conjunction with these new products. With legislators intent on ensuring compliance with state and local law makers, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can aggregate digital and physical information, from different sources, into a solitary repository where you can securely house all of your customer content and easily access it when desired.
Reports And Audits

With intensive regulations, it’s vital to ensure you can consistently prove that compliance is respected by your firm. That’s why we’ve built technology into our solutions that tracks all content related to your workflows and, in the event of an audit, compliance is easy to show.
Automation

With Wave solutions, you can aggregate digital and physical information, from different sources, into a solitary repository where you can securely house all of your customer content and easily access it when desired.
Simple Integration

Wave tools seamlessly integrate with several popular systems utilized by financial services businesses such as SharePoint, Office 365 and more. Streamline data procurement while safely retaining originals where they originate.
Minimal Migration

Wave solutions demand minimal migration which minimizes downtime and saves operational spending typically spent on migrations.
Adhere To Regulations

Our tools were designed to observe government legislation like FINRA, FinTech, SOX.