Skience Financial Solutions for Salesforce® Financial Services Cloud

Additional Details

Note this is for Salesforce Financial Service Cloud Customers. For all other versions, visit: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qDzEEAU Skience enables 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