WAFS | Other Services

BUSINESS INFORMATION MANAGEMENT

Information is at the heart of your business. In order to make smart business decisions, you need to be able to quickly turn the massive amounts of data scattered throughout your organization into relevant, meaningful information. Unfortunately, this is easier said than done. Many key decision makers have inefficient access to information, meaning they don't understand "what's happened," are unable to monitor "what's happening" and cannot predict "what's going to happen." At WAFS, our goal is to optimize business information management and ensure your business intelligence is aligned with your overall business strategy. Accurate, timeless, and complete—if as part of the financial services and insurance industry, you know that the data you produce must live up to these three words. So how do you build better business intelligence, ensuring your data insight brings a competitive advantage to you and your customers? Start by identifying your current analytical capabilities and aligning them to your overall business goals. At WAFS, we call this strategy Intelligent Roadmap—and we're experts. With proven accelerators and unique, business-driven methodologies tailored to the financial service and insurance industry, WAFS has the solutions you need to maximize your BI potential. And to ensure accuracy and efficiency, we have a robust testing approach to minimize efforts and improve quality.

WAFS has the solutions you need to:

Drive significant savings in time and cost.
Standardize your systems, eliminate redundancies, and reduce your risk of errors.
Build proof-of-concepts to pilot your ideas and maximize the benefits.
Turn your data into insights, giving you a competitive advantage in an ever-changing market.
Help you leverage today’s newest technologies to improve your efficiency and lower costs.

Yes, WAFS will prepare your tax returns, but more importantly, we put your interests first on all tax matters. We will develop tax strategies for you or your business, and we will remain attentive to future opportunities for you to reduce your tax liability. We will ensure that you are in compliance with all current tax laws and regulations, and we will keep an eye out for future changes that might affect you.

PORTFOLIO MANAGEMENT

Portfolio management is a multilayered process. Our portfolio management process starts by getting to know you—learning all about your financial objectives, cash flow needs, investment experiences, financial circumstances and how all of your assets are positioned, whether or not we're managing your entire net worth. During these conversations, we can help you identify your long-term investment goals, objectives, time horizon, cash flow needs and other factors that might determine which portfolio strategy is the best fit for you. Based on our discussions and the information you provide us, we'll recommend the long-term asset allocation we believe provides the best chance of achieving your long-term goals. But our strategic portfolio management process doesn't stop there. Your situation, goals and needs could very well change over time, so we revisit these initial discussions regularly, and if necessary, we'll recommend adjusting your portfolio strategy to fit your changing needs.