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

The financial services area is routinely continuing to evolve. Their customers want tailored solutions that can assuage their routine needs and serve them during large life events. In addition, customers have come to expect cheaper prices and visibility along with these new offerings. With legislators intent on ensuring conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can merge digital and physical records, from multiple sources, into a central repository where you can securely store all of your client content and easily access it when desired.
Reports And Audits

With steep regulations, it’s important to assure you can consistently demonstrate that compliance is maintained by your firm. That’s why we’ve built technology into our solutions that details all information related to your processes and, if you get audited, compliance is easy to show.
Automation

With Wave software, you can merge digital and physical records, from multiple sources, into a central repository where you can securely store all of your client content and easily access it when desired.
Simple Integration

Wave solutions effortlessly integrate with many popular systems utilized by financial services firms such as SharePoint, Office 365 and more. Mainline document access while safely keeping originals in their point of origin.
Minimal Migration

Wave solutions require virtually no migration which decreases downtime and preserves operational costs traditionally spent on migrations.
Adhere To Regulations

Our tools were created to comply with government legislation including FINRA, FinTech, SOX.