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

The financial services industry is routinely continuing to evolve. Their clients demand tailored solutions that can assuage their routine needs and cover them during major life events. In addition, customers have come to expect cheaper prices and clarity in tandem with these new offerings. With legislators intent on implementing conformity with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave solutions, you can aggregate digital and physical information, from various locations, into a solitary repository where you can securely keep all of your consumer information and easily access it when desired.
Reports And Audits

With cumbersome laws, it’s vital to ensure you can consistently prove that compliance is maintained by your business. That’s why we’ve incorporated technology into our offerings that details all information related to your workflows and, in the event of an audit, compliance is easy to confirm.
Automation

With Wave solutions, you can aggregate digital and physical information, from various locations, into a solitary repository where you can securely keep all of your consumer information and easily access it when desired.
Simple Integration

Wave solutions effortlessly integrate with several popular applications used by financial services firms such as SharePoint, Office 365 and more. Centralize document procurement while safely keeping originals where they came from.
Minimal Migration

Wave tools need minimal migration which minimizes downtime and preserves operational costs traditionally spent on migrations.
Adhere To Regulations

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