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

The financial services area is routinely continuing to evolve. Their customers require personalized offerings that can assuage their routine needs and serve them during major life moments. In addition, clients have come to call for lower prices and clarity in tandem with these new services. With legislators intent on ensuring conformity with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can combine digital and physical documents, from different locations, into a solitary point of access where you can securely store all of your customer information and easily procure it when required.
Reports And Audits

With intensive regulations, it’s critical to make sure you can consistently demonstrate that compliance is observed by your firm. That’s why we’ve included technology into our solutions that tracks all information related to your workflows and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave software, you can combine digital and physical documents, from different locations, into a solitary point of access where you can securely store all of your customer information and easily procure it when required.
Simple Integration

Wave software seamlessly integrate with many popular tools leveraged by financial services agencies such as SharePoint, Office 365 and more. Mainline document procurement while securely keeping originals in their point of origin.
Minimal Migration

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

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