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

The financial services area is continually evolving. Their clients require tailored solutions that can assuage their routine needs and serve them during large life experiences. In addition, consumers have come to anticipate lower prices and transparency 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 St. Louis area will provide you with:

Single Point Of Access

With Wave tools, you can merge digital and physical records, from multiple locations, into a central system where you can safely store all of your customer information and easily access it when required.
Reports And Audits

With intensive regulations, it’s vital to make sure you can always prove that compliance is observed by your business. That’s why we’ve included technology into our solutions that documents all information related to your tasks and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave tools, you can merge digital and physical records, from multiple locations, into a central system where you can safely store all of your customer information and easily access it when required.
Simple Integration

Wave software seamlessly integrate with several popular systems utilized by financial services agencies such as SharePoint, Office 365 and more. Streamline document procurement while securely keeping originals where they came from.
Minimal Migration

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

Our software were designed to be respectful of government laws such as FINRA, FinTech, SOX.