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

The financial services sector is routinely continuing to evolve. Their consumers demand personalized offerings that can meet their day-to-day needs and serve them during major life moments. In addition, consumers have come to call for lower prices and visibility in conjunction with these new offerings. With regulators concentrating on implementing compliance with state and local law makers, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can aggregate digital and physical documents, from multiple sources, into a central point of access where you can securely store all of your client data and easily procure it when needed.
Reports And Audits

With steep laws, it’s vital to ensure you can consistently confirm that compliance is observed by your agency. That’s why we’ve incorporated technology into our offerings that tracks all content related to your processes and, if you get audited, compliance is easy to show.
Automation

With Wave software, you can aggregate digital and physical documents, from multiple sources, into a central point of access where you can securely store all of your client data and easily procure it when needed.
Simple Integration

Wave solutions easily integrate with several popular tools utilized by financial services businesses such as SharePoint, Office 365 and more. Streamline records procurement while safely storing originals in their point of origin.
Minimal Migration

Wave tools need minimal migration which decreases downtime and spares operational expenditures traditionally spent on migrations.
Adhere To Regulations

Our solutions were built to observe government regulations like FINRA, FinTech, SOX.