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

The financial services industry is continually evolving. Their customers want personalized offerings that can meet their day-to-day needs and cover them during important life events. In addition, consumers have come to anticipate more affordable prices and clarity along with these new offerings. With law makers intent on implementing compliance with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

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

With cumbersome regulations, it’s vital to make sure you can consistently demonstrate that compliance is maintained by your firm. That’s why we’ve incorporated technology into our products that tracks all content related to your processes and, if an audit occurs, compliance is easy to prove.
Automation

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

Wave software effortlessly integrate with several popular applications leveraged by financial services firms such as SharePoint, Office 365 and more. Streamline data location while carefully storing originals where they originate.
Minimal Migration

Wave tools require minimal migration which reduces downtime and preserves operational spending normally spent on migrations.
Adhere To Regulations

Our solutions were designed to observe government laws like FINRA, FinTech, SOX.