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

The financial services industry is continually evolving. Their consumers require personal products that can satisfy their everyday needs and serve them during large life moments. In addition, consumers have come to anticipate lower prices and visibility in tandem with these new services. With law makers concentrating on enforcing compliance with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can merge digital and physical documents, from different sources, into a solitary repository where you can securely keep all of your client content and easily locate it when needed.
Reports And Audits

With steep regulations, it’s important to ensure you can always confirm that compliance is respected by your firm. That’s why we’ve incorporated technology into our solutions that documents all content related to your workflows and, if an audit occurs, compliance is easy to show.
Automation

With Wave solutions, you can merge digital and physical documents, from different sources, into a solitary repository where you can securely keep all of your client content and easily locate it when needed.
Simple Integration

Wave solutions seamlessly integrate with several popular systems used by financial services agencies such as SharePoint, Office 365 and more. Centralize document location while safely keeping originals where they originate.
Minimal Migration

Wave tools need virtually no migration which decreases downtime and preserves operational costs typically spent on migrations.
Adhere To Regulations

Our tools were designed to comply with government regulations such as FINRA, FinTech, SOX.