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

The financial services sector is always changing. Their clients demand personalized offerings that can assuage their routine needs and care for them during large life events. In addition, consumers have come to expect lower prices and visibility in tandem with these new offerings. With law makers focused on enforcing compliance with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical documents, from multiple sources, into a single repository where you can securely house all of your customer information and easily access it when needed.
Reports And Audits

With steep laws, it’s critical to make sure you can consistently prove that compliance is observed by your agency. That’s why we’ve built technology into our products that documents all data related to your tasks and, in the event of an audit, compliance is easy to show.
Automation

With Wave tools, you can aggregate digital and physical documents, from multiple sources, into a single repository where you can securely house all of your customer information and easily access it when needed.
Simple Integration

Wave software seamlessly integrate with many popular applications leveraged by financial services businesses such as SharePoint, Office 365 and more. Centralize records access while safely retaining originals where they came from.
Minimal Migration

Wave tools demand virtually no migration which reduces downtime and preserves operational expenditures traditionally spent on migrations.
Adhere To Regulations

Our software were designed to be respectful of government legislation such as FINRA, FinTech, SOX.