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

The financial services industry is continually evolving. Their consumers require tailored solutions that can meet their day-to-day needs and cover them during major life events. In addition, clients have come to expect more affordable prices and visibility in tandem with these new services. With regulators focused on implementing compliance with state and local legislators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave software, you can combine digital and physical documents, from various locations, into a single system where you can safely store all of your consumer content and easily locate it when needed.
Reports And Audits

With steep laws, it’s important to make sure you can consistently demonstrate that compliance is observed by your agency. That’s why we’ve included technology into our solutions that documents all content related to your workflows and, in the event of an audit, compliance is easy to show.
Automation

With Wave software, you can combine digital and physical documents, from various locations, into a single system where you can safely store all of your consumer content and easily locate it when needed.
Simple Integration

Wave tools easily integrate with most popular tools leveraged by financial services agencies such as SharePoint, Office 365 and more. Centralize document access while safely retaining originals where they came from.
Minimal Migration

Wave software require little to no migration which reduces downtime and spares operational expenditures traditionally spent on migrations.
Adhere To Regulations

Our tools were built to observe government regulations like FINRA, FinTech, SOX.