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

The financial services industry is continually evolving. Their clients demand tailored solutions that can meet their day-to-day needs and serve them during large life moments. In addition, consumers have come to expect lower prices and transparency in conjunction with these new products. With regulators concentrating on implementing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can combine digital and physical records, from different places, into a solitary repository where you can safely keep all of your client data and easily access it when desired.
Reports And Audits

With cumbersome laws, it’s vital to ensure you can reliably demonstrate that compliance is respected by your firm. That’s why we’ve built technology into our products that documents all data related to your workflows and, in the event of an audit, compliance is easy to prove.
Automation

With Wave software, you can combine digital and physical records, from different places, into a solitary repository where you can safely keep all of your client data and easily access it when desired.
Simple Integration

Wave software easily integrate with several popular systems used by financial services businesses such as SharePoint, Office 365 and more. Streamline data access while safely storing originals where they came from.
Minimal Migration

Wave software need virtually no migration which minimizes downtime and saves operational costs typically spent on migrations.
Adhere To Regulations

Our tools were designed to be respectful of government legislation including FINRA, FinTech, SOX.