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

The financial services area is routinely continuing to evolve. Their clients require tailored solutions that can assuage their routine needs and cover them during large life experiences. In addition, clients have come to expect lower prices and visibility along with these new services. With law makers focused on enforcing conformity with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can combine digital and physical documents, from multiple locations, into a solitary point of access where you can safely house all of your client content and easily access it when desired.
Reports And Audits

With steep requirements, it’s important to assure you can consistently prove that compliance is respected by your agency. That’s why we’ve included technology into our products that tracks all information related to your workflows and, if you get audited, compliance is easy to prove.
Automation

With Wave software, you can combine digital and physical documents, from multiple locations, into a solitary point of access where you can safely house all of your client content and easily access it when desired.
Simple Integration

Wave software easily integrate with most popular systems utilized by financial services firms such as SharePoint, Office 365 and more. Streamline document location while carefully storing originals where they originate.
Minimal Migration

Wave tools demand virtually no migration which decreases downtime and preserves operational costs normally spent on migrations.
Adhere To Regulations

Our tools were designed to comply with government regulations like FINRA, FinTech, SOX.