Bluewave provide skilled consultancy in the financial service market, with industry proven knowledge regarding fund and wealth management integration, tax management solutions, customer wealth service management, case management, marketing automation and more.  This includes:
  • Bespoke industry leading portfolio management for financial vehicle sales and leases
  • Implementations of Salesforce Financial Services Cloud to track household fund management, automated onboarding tasks providing a single view of a customer, relationships, service in regulated markets
  • Dynamic integration with brokerage transactional systems, pushing data as needed to customer views