Skience Financial Solutions for Salesforce® Financial Services Cloud

Skience with FSC

Skience has enabled us to aggregate all financial accounts in one place for advisors to view. This includes clearing firm accounts, annuity, mutual fund, 529 and proprietary accounts. We have also used it for regulatory purposes in tracking Reg BI recommendations and annual client reviews for managed accounts.

Great Service

Very good for our data aggregation from the custodians. Service post launch has been terrific. Implementation could be improved.

Great Experience!

I overall enjoyed the experience, no hiccups, no flagrant issues, user-friendly, good job!

New Account Opening Project

As a well-established Trust / RIA group in our market, when we first sat down with Skience we hoped to accomplish three things: to integrate these two platforms so we could access client’s information via Salesforce, to review current work flows with their team and have them offer solutions to create efficiencies, and finally to create a new account opening process with pre-approval, post-approval, and data retention capabilities, so we never see a wet signature again. We have now finished the project and all three items on the checklist are up and running better than expected. The team was great. Our team leader was seasoned and was able to brainstorm with us and offer excellent suggestions and not simply put in place our first thoughts. I would simply say our final product will pay off in efficiencies, reduction of errors, approval from our compliance group, and ease of reporting. We have already discussed phases two and three as we see the value of our new workflow. Tony Edwards, CFA, CPA President – BankPlus Wealth Management Group