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

The financial services area is always changing. Their consumers require personal products that can meet their day-to-day needs and serve them during large life events. In addition, customers have come to expect lower prices and clarity along with these new services. With legislators concentrating on implementing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can combine digital and physical documents, from multiple places, into a single point of access where you can securely store all of your consumer information and easily procure it when needed.
Reports And Audits

With cumbersome regulations, it’s vital to assure you can always demonstrate that compliance is observed by your firm. That’s why we’ve built technology into our offerings that tracks all data related to your processes and, in the event of an audit, compliance is easy to show.
Automation

With Wave tools, you can combine digital and physical documents, from multiple places, into a single point of access where you can securely store all of your consumer information and easily procure it when needed.
Simple Integration

Wave tools effortlessly integrate with several popular systems used by financial services agencies such as SharePoint, Office 365 and more. Streamline data access while carefully retaining originals in their point of origin.
Minimal Migration

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

Our software were created to be respectful of government regulations like FINRA, FinTech, SOX.