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

The financial services industry is continually evolving. Their clients require personal products that can meet their day-to-day needs and serve them during important life moments. In addition, customers have come to call for more affordable prices and transparency in tandem with these new products. With law makers intent on implementing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical information, from multiple sources, into a single repository where you can securely keep all of your client data and easily locate it when needed.
Reports And Audits

With steep requirements, it’s vital to assure you can reliably confirm that compliance is observed by your business. That’s why we’ve included technology into our products that details all content related to your processes and, if you get audited, compliance is easy to show.
Automation

With Wave tools, you can aggregate digital and physical information, from multiple sources, into a single repository where you can securely keep all of your client data and easily locate it when needed.
Simple Integration

Wave solutions seamlessly integrate with most popular applications used by financial services agencies such as SharePoint, Office 365 and more. Mainline document procurement while safely keeping originals where they originate.
Minimal Migration

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

Our software were created to be respectful of government regulations including FINRA, FinTech, SOX.