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

The financial services sector is always changing. Their clients demand personal products that can assuage their routine needs and serve them during important life moments. In addition, consumers have come to anticipate more affordable prices and visibility along with these new offerings. With legislators intent on implementing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can aggregate digital and physical documents, from multiple locations, into a solitary point of access where you can safely store all of your client data and easily locate it when needed.
Reports And Audits

With intensive requirements, it’s critical to assure you can reliably prove that compliance is maintained by your business. That’s why we’ve included technology into our offerings that tracks all data related to your tasks and, if an audit occurs, compliance is easy to prove.
Automation

With Wave tools, you can aggregate digital and physical documents, from multiple locations, into a solitary point of access where you can safely store all of your client data and easily locate it when needed.
Simple Integration

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

Wave software demand minimal migration which decreases downtime and preserves operational costs typically spent on migrations.
Adhere To Regulations

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