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Skience for Salesforce

Smart Innovation, Built for Scale.

Overview

Skience boosts Salesforce to let you work efficiently, deepen client relationships and minimize risk. Onboard clients faster, open new accounts seamlessly, and deliver a great investor experience.

See How Skience for Salesforce Works

The Skience platform acts as a firm’s unified technology hub, uniting separate best-in-class financial services software tools within an elegant, CRM-based solution that improves efficiency for advisors, investors, back office staff, and firm leadership.
Skience is designed to optimize a wealth manager’s workday through an end-to-end guided workflow solution that enables a rich flow of data between the CRM, managed account platforms, and clearing and custody providers.
For financial services firms, Skience integrates existing systems to improve efficiency, reduce cycle time, and increase compliance oversight capabilities. The Skience platform easily accommodates Regulation Best Interest (Reg BI) and other requirements.

Skience enables firms and financial advisors to: •ONBOARD NEW CLIENTS MORE EFFICIENTLY AND EFFECTIVELY with a household-level digital new account opening process (reducing activities that could take days or even weeks to a matter of minutes) •SAVE TIME AND SPEED ADOPTION WITH GUIDED WORKFLOWS that deliver a consistent user experience across leading custodian, clearing firms, and product providers. Ensure advisors work within a compliant framework, and along a familiar path, so they can work more efficiently and effectively •REDUCE NIGOs AND ERRORS through secure data integrations with popular technology tool platforms to eliminate the need to rekey information •DELIVER A PAPERLESS SIGNATURE EXPERIENCE by consolidating paperwork for multiple accounts and the firm’s agreements into one digital bundle that is sent to a client for review and e-signature via DocuSign •FOCUS ON GROWING THEIR BUSINESSES and servicing their clients by reducing time spent on resolving NIGOs and chasing down account forms