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

The financial services industry is routinely continuing to evolve. Their consumers want personalized offerings that can assuage their routine needs and cover them during large life experiences. In addition, clients have come to call for more affordable prices and visibility along with these new offerings. With regulators focused on enforcing compliance with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can combine digital and physical documents, from multiple locations, into a single system where you can safely store all of your consumer information and easily procure it when desired.
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 solutions that details all content related to your workflows and, if you get audited, compliance is easy to prove.
Automation

With Wave tools, you can combine digital and physical documents, from multiple locations, into a single system where you can safely store all of your consumer information and easily procure it when desired.
Simple Integration

Wave tools easily integrate with most popular systems utilized by financial services agencies such as SharePoint, Office 365 and more. Mainline records procurement while safely keeping originals where they originate.
Minimal Migration

Wave solutions need virtually no migration which minimizes downtime and spares operational expenditures traditionally spent on migrations.
Adhere To Regulations

Our solutions were created to observe government regulations such as FINRA, FinTech, SOX.