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

The financial services industry is continually evolving. Their consumers want tailored solutions that can meet their day-to-day needs and cover them during large life moments. In addition, consumers have come to expect cheaper prices and transparency in tandem with these new services. With regulators focused on ensuring conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can combine digital and physical information, from multiple places, into a central system where you can securely house all of your customer content and easily procure it when desired.
Reports And Audits

With cumbersome requirements, it’s critical to ensure you can reliably confirm that compliance is respected by your firm. That’s why we’ve included technology into our offerings that tracks all data related to your workflows and, in the event of an audit, compliance is easy to show.
Automation

With Wave solutions, you can combine digital and physical information, from multiple places, into a central system where you can securely house all of your customer content and easily procure it when desired.
Simple Integration

Wave solutions effortlessly integrate with many popular systems utilized by financial services agencies such as SharePoint, Office 365 and more. Mainline records location while carefully storing originals where they came from.
Minimal Migration

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

Our software were designed to comply with government laws like FINRA, FinTech, SOX.