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

The financial services sector is routinely continuing to evolve. Their clients want tailored solutions that can meet their day-to-day needs and care for them during major life experiences. In addition, consumers have come to anticipate cheaper prices and transparency along with these new services. With legislators focused on implementing conformity with state and local law makers, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical records, from different places, into a single point of access where you can safely house all of your client data and easily procure it when needed.
Reports And Audits

With intensive regulations, it’s important to assure you can consistently demonstrate that compliance is maintained by your firm. That’s why we’ve incorporated technology into our offerings that tracks all information related to your processes and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave tools, you can aggregate digital and physical records, from different places, into a single point of access where you can safely house all of your client data and easily procure it when needed.
Simple Integration

Wave tools effortlessly integrate with many popular applications used by financial services firms such as SharePoint, Office 365 and more. Mainline records procurement while carefully keeping originals where they originate.
Minimal Migration

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

Our software were designed to observe government regulations including FINRA, FinTech, SOX.