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 satisfy their everyday needs and cover them during major life events. In addition, consumers have come to expect lower prices and clarity along with these new offerings. With regulators intent on ensuring compliance with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can aggregate digital and physical records, from multiple locations, into a solitary system where you can securely keep all of your client content and easily locate it when needed.
Reports And Audits

With intensive laws, it’s vital to ensure you can always prove that compliance is observed by your agency. That’s why we’ve built technology into our offerings that tracks all information related to your tasks and, if you get audited, compliance is easy to prove.
Automation

With Wave software, you can aggregate digital and physical records, from multiple locations, into a solitary system where you can securely keep all of your client content and easily locate it when needed.
Simple Integration

Wave tools easily integrate with many popular systems leveraged by financial services firms such as SharePoint, Office 365 and more. Centralize records location while carefully storing originals where they originate.
Minimal Migration

Wave solutions demand little to no migration which decreases downtime and preserves operational spending normally spent on migrations.
Adhere To Regulations

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