Financial services
Map every control point in your financial processes
Loan files, claims, and approvals pass through many hands. Talk through the process with the people who run it, and see each handoff and check on one map.
Free plan, no card. Starter $4.99 and Pro $9.99 per month.
Controls you can see
Each approval and check is a step with an owner. Gaps are easy to find before an auditor finds them.
Current state, fast
Map the process in one session with the team that runs it.
Evidence on file
Export the flow as a PDF or SOP and keep it with your process documentation.
How financial services teams use Wavelength
Mortgage applications
From the application to closing.
See the exampleInsurance claims
From claim intake to payout.
See the exampleInsurance and lending guide
The full guide for lenders and insurers.
Read the guideCompliance and audit
Map controls for audits and reviews.
Read the guideInvoice approval
Spend limits and approvers for each level.
See the exampleVendor security review
Third-party risk review steps.
See the exampleFrom the conversation to the map
An example walkthrough for financial services. Wavelength draws each step as the speaker names it.
What someone says"The application comes in and goes to underwriting. If it is approved, we schedule the closing. If it is declined, we send the adverse action notice within the required time."
- Actor: Applicant submits the application
- Step: Underwriting review
- Decision: Approved?
- Yes branch: Schedule the closing
- No branch: Send the adverse action notice
Features for financial services
Live diagram building
Hold the mic and talk. Each person, system, and step appears on the flow as you name it. A question like "Approved?" becomes a decision with its branches.
Swimlanes
Switch the flow to swimlanes. Each actor gets a lane, and each handoff crosses a lane line.
Process metrics
Add active time and wait time to each step. See a heat map of the slow steps and export the metrics as a .csv file.
BPMN 2.0 export
Export a .bpmn file for Camunda, bpmn.io, or any BPMN tool.
SOP export
Export a .doc SOP with roles, owners, and numbered steps, or copy the SOP as Markdown for a wiki.
Version history
Restore an earlier version of a flow. Included in Pro.
Popular integrations for financial services
Recordings and transcripts
Upload the call recording or the transcript. The FAQ lists every file type.
Get more details ImportMicrosoft Visio
Import Visio .vsdx files in your browser. Each file becomes an editable flow.
Get more details
Import and exportLucidchart
Import Lucidchart diagrams exported as .vsdx. Each file becomes a flow you can edit by voice.
Get more details
All plansChrome side panel
Open Wavelength beside any browser tab and build the diagram while the call runs.
Get more detailsMap the process, not the personal data
A process map needs roles, steps, systems, and rules. It does not need names, account numbers, or case details. Before you upload a recording, read AI and your data and the Trust Center. Our subprocessor list and DPA are public.
Plans and pricing
5 saved flows. No card.
50 new flows a month, 4 mic hours, your own logo.
Unlimited flows, 10 mic hours, teams, version history.
7 days of Pro, no card. See pricing.
Common questions
Can I map a process without customer data in it?
Yes. Describe roles, steps, and rules, not people or account numbers. A process map does not need personal data.
Where can I read how Wavelength handles data?
The Trust Center covers our security practices, our subprocessors, how AI uses your data, and our DPA.
Can I import our existing Visio process maps?
Yes. Import .vsdx files in the browser. Each file becomes an editable flow.
Can I export flows for audit files?
Yes. Export a PDF, a PNG, a PowerPoint file, or an SOP document.
Bring Wavelength to your financial services team
Talk through a process. Wavelength draws the flow.
The free plan needs no card. The demo needs no account.