Retail Overview

WAVE solutions enables your retail bank or lending firm to reduce reliance on paper records and provide a single view of the customer. You can rapidly set up new accounts, streamline credit/loan origination and servicing, implement multi-channel customer and employee portals, speed marketing processes, streamline the creation of regulatory content, and ensure proper records management in compliance with government regulations.

Faster account setup
Rapidly scan, approve, and access all related customer information in a virtual folder, which also helps ensure compliance.

Rapid loan origination and servicing
Scan and automatically route a virtual folder of related digitized content for rapid review and approval.

Streamlined case management and dispute resolution 
Make processes smoother and consistent using automated workflows, templates, and queuing.

Efficient service portals
Enable customers and service representatives to quickly locate information and employees to quickly publish information to Web sites and portals.

Regulatory content creation and publishing
Manage the creation of regulated content for submissions to regulators, client disclosures, and HR.

Sales and marketing content creation and publishing 
Consistently use and centralize control of brand assets, and gain broader access to logos, images and collateral.

Records and reports management 
Reduce the cost of compliance and the risk of non-compliance with records and report management, e-mail archiving, and retention policy services.