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

The financial services area is continually evolving. Their clients require tailored solutions that can satisfy their everyday needs and care for them during important life experiences. In addition, clients have come to call for lower prices and clarity in tandem with these new offerings. With regulators focused on enforcing conformity with state and local regulators, best practices, and risk avoidance.

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

Single Point Of Access

With Wave tools, you can combine digital and physical records, from different locations, into a single repository where you can securely keep all of your client content and easily procure it when required.
Reports And Audits

With intensive requirements, it’s important to ensure you can reliably demonstrate that compliance is respected by your business. That’s why we’ve incorporated technology into our offerings that tracks all content related to your workflows and, if you get audited, compliance is easy to show.
Automation

With Wave tools, you can combine digital and physical records, from different locations, into a single repository where you can securely keep all of your client content and easily procure it when required.
Simple Integration

Wave solutions effortlessly integrate with most popular applications used by financial services agencies such as SharePoint, Office 365 and more. Centralize document procurement while safely storing originals in their point of origin.
Minimal Migration

Wave solutions need little to no migration which reduces downtime and saves operational spending normally spent on migrations.
Adhere To Regulations

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