THE
PROBLEM?

Wealth management firms need to leverage technology to drive scale within their practice, serve clients more effectively, and remain competitive. Moreover, firms need optionality and flexibility with technology to support multiple products and custodians.

Transforming the Account Opening Process

The first impression an investor has of your firm is their onboarding experience. Wealth management firms need a digital onboarding solution that can compete with other leading firms. The award-winning Skience multi-account opening solution is designed to improve advisor productivity, reduce data entry efforts, increase accuracy, and facilitate a better investor experience.

Skience Digital Onboarding and New Account Opening

Improved investor experience
Improved investor experience

Improved investor experience

The Skience platform is designed around the way accounts are opened in real life — not led by systems first.

Operational efficiency and excellence
Improved investor experience

Operational efficiency and excellence

Skience offers a single point of data entry based on the product and registration type, with embedded forms and eSignature capabilities powered by Quik! and DocuSign.

Digital onboarding transformation

Digital onboarding transformation

Experience a modern, helpful information-gathering experience within Skience to reduce errors and eliminate the need for dual data entry.

Digital onboarding transformation

Skience Digital Onboarding and New Account Opening

Skience digital client onboarding minimizes rekeying, reduces Not in Good Order (NIGO) transactions, enforces compliant processes, and enables rules-based supervision. Skience offers firms and advisors efficient, multi-point, digital new account opening at the household level, designed to reflect the real-life client-advisor experience. Advanced functionality enables advisors to open multiple new accounts for households and deliver all required forms to their clients in one electronic signature experience. Through guided digital workflows that essentially digitize real-life wealth management interactions, we streamline the process for all involved and greatly simplify the client experience by reducing the steps and the time needed to open multiple new accounts.

Contact us to learn more!

Get in touch! And see Skience’s proven experience in digitally transforming the wealth management experience.

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