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

The financial services area is routinely continuing to evolve. Their customers require personalized offerings that can assuage their routine needs and serve them during large life events. In addition, clients have come to expect cheaper prices and clarity in conjunction with these new offerings. With legislators focused on ensuring compliance with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can merge digital and physical documents, from multiple sources, into a central point of access where you can securely house all of your customer information and easily access it when required.
Reports And Audits

With steep laws, it’s important to make sure you can always confirm that compliance is observed by your agency. That’s why we’ve incorporated technology into our solutions that documents all content related to your workflows and, in the event of an audit, compliance is easy to show.
Automation

With Wave tools, you can merge digital and physical documents, from multiple sources, into a central point of access where you can securely house all of your customer information and easily access it when required.
Simple Integration

Wave tools seamlessly integrate with several popular applications used by financial services businesses such as SharePoint, Office 365 and more. Mainline data location while safely retaining originals where they originate.
Minimal Migration

Wave software demand minimal migration which reduces downtime and spares operational costs typically spent on migrations.
Adhere To Regulations

Our software were built to be respectful of government regulations including FINRA, FinTech, SOX.