As the wealth management industry grows along with the complexity of client goals, advisors need a tech solution that can support them and meet their evolving needs. This was the challenge faced by one of our clients, Signature Estate & Investment Advisors, LLC® (SEIA), a leading registered investment advisor (RIA) serving a sophisticated clientele. The company’s journey from confronting the limitations of its existing CRM solution to embracing a fully integrated, custom solution with Skience shows how powerful the right technology roadmap can be for companies looking for digital transformation.

Using its customized solution, Skience addressed SEIA’s key challenges, giving the firm the ability to leverage:

Unified, centralized CRM

SEIA’s Skience platform was tailored for the firm, designed from the ground up to provide its advisors with single sign-on access to a wealth of information and functionality. The result is simple and significant: streamlined processes and enhanced client service. Chief Operations Officer Chris Maryanopolis echoed these sentiments. “It has made our jobs so much easier by being able to go to one central spot and access everything we need.”

Robust functionality

SEIA was growing; however, its CRM wasn’t able to meet its growing data needs. Working with Skience, SEIA customized the key features needed for advisors to maximize the firm’s technology and integrated   Skience functionality to improve the day-to-day for financial advisors, including:

  • New account opening aligned with SEIA’s custodians
  • Data aggregation
  • Access to a comprehensive array of client data and the ability to generate detailed reports through Salesforce
  • Automation of routine tasks, like processing check requests and updating contact details
  • The ability to get an all-encompassing view of every client

Maryanopolis notes, “We would never have been able to do the things that we can do today with our old CRM.”

Partnership with Skience

Skience is a strategic partner, not just a technology provider. Through a collaborative process, Skience worked meticulously with SEIA to ensure the new system not only met but surpassed expectations. From optimizing layout and functionalities to transitioning data from the old system and facilitating advisor onboarding through customized training, every step was taken to ensure a smooth transition and immediate impact. As SEIA continues to grow and the tech landscape continues to evolve, Skience will remain an engaged and proactive partner.

Skience’s centralized platform has not only simplified operations but also significantly enhanced the quality of service SEIA can offer, freeing up its advisors’ valuable time to focus on clients and advising.

The ability to intelligently automate tasks, easily access robust functionality, and get an all-encompassing view of the client have made SEIA’s transition to Skience a true success story.

Get Personal with Skience

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