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Skience Financial Solutions for Salesforce® Financial Services Cloud
Smart Innovation, Built for Scale.
Starting at $99 USD/user/month
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Sales CloudFinancial Services Cloud
- Compatible With
- Sales CloudFinancial Services Cloud
Skience boosts the powerful Salesforce® Financial Services Cloud offering to let you work efficiently, deepen client relationships and minimize risk. Onboard clients faster, open new accounts seamlessly, and deliver a great investor experience.
Highlights
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.
Provider Details
Skience, LLC
Herndon, VA
As technology experts, Skience help firms capitalize on the many benefits of cloud-based solutions that bring together multiple applications and platforms to automate end-to-end workflows. We focus on Financial Services and Diversified Industries, with a specialty in CRM implementations, customizations and complex integrations as a Gold partner for Salesforce®. Extensive work in this area has enabled us to develop Skience, a preconfigured platform specifically for the wealth management industry. For more information on our vendor feeds or about Skience, visit www.Skience.com.
Pricing Details
Pricing starts at just $99/user/month. The Skience Platform subscription fee does not include license fees for use of third party applications. Contact us for volume discounts and to discuss our wide range of implementation services.
Default Plan
$99 USD/user/month
Lowest Starting Price