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Many financial institutions want to automate business process through process automation, but don’t know where to start. FinWebTech provides consulting to financial services firms for business process automation to enhance their operations and compliance programs.

 

Record Retention Services

FinWebTech provides electronic record retention services for Financial Institutions for customer data, trade data, compliance data, portfolio data and other data related records. FinWebTech’s record retention service complies with the regulatory requirements SEC Rule 17a-4 and NASD Rule 3010 and FINRA Rule 8210.

 

Consulting Services

Many financial institutions want to automate business process through process automation, but don’t know where to start. FinWebTech provides consulting services to financial services firms for business process automation to enhance their operations and compliance programs. 
 

Customized Solutions 

FinWebTech can create customized applications for financial institutions to enhance their current systems, or automate processes to maximize efficiency and reduce costs. 
 

White Labeling Services

FinWebTech provides white labeling services for customers to private label the applications with customer’s logos and color backgrounds for added marketing benefits. 
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