Skience Launches Advisor Transitions Solution
New Technology Solution Digitizes and Simplifies Gathering of Client Data, Accelerates Opening of New Accounts and Transitioning of Client Assets
Skience Solution Enables Faster Transition of New Advisors and Client Assets than Manual Process
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HERNDON, Va., March 11, 2021 /PRNewswire/ Skience, a leading digital enablement solution and consulting provider, today announced the launch of its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.
Skience President and Chief Operating Officer Marc Butler said, Transitions today have significant potential legal and compliance risks, poor advisor and investor experiences and error-prone manual data entry processes, resulting in delays in the migration of advisors and their clients. Skience s Advis
Skience Launches New Data Management Enhancements to Enable Digital Transformation for Wealth Management Firms
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HERNDON, Va., Feb. 3, 2021 /PRNewswire/ Skience, a leading financial services digital enablement solution and consulting provider, today announced the expansion of its national sales and marketing team to accelerate the company s business development efforts. The new hires follow the recent appointments of key executives to senior leadership roles, including COO and President Marc Butler and Executive Vice President, Sales Kyle Van Pelt, as well as important hires to its platform delivery, Salesforce services and client success teams.
Mr. Van Pelt said, In this ongoing remote-work environment, demand for our cloud-based platform solutions and technology services has significantly intensified, with firms recognizing the need to offer increasingly sophisticated, operationally efficient digital solutions to internal teams and clients. This expansion – along with the appointments of numerous senior professionals in the preceding months – a
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HERNDON, Va. and RIDGELAND, Miss., Jan. 26, 2021 /PRNewswire/ Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.
Thanks to the newly signed agreement, BankPlus advisors can now leverage Skience s digital client onboarding module, which integrates directly into Salesforce Financial Services Cloud (FSC), the wealth management group s customer relationship management platform. This will allow BankPlus wealth management clients to enjoy an end-to-end digital service experience, including paperless processing of new account opening forms and convenient digital signature capabilities.
Skience Named to Northern Virginia Technology Council s Tech 100 List for Second Consecutive Year
Council Celebrates Dedication, Innovation and Vision of Technology Firms and Executives in the Greater Washington, D.C. Region
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HERNDON, Va., Jan. 7, 2021 /PRNewswire/ Skience, the leading financial services solution and consulting provider, has been named for the second straight year to the Northern Virginia Technology Council s Tech 100 list, a collection of innovative companies in the region s diverse and thriving technology ecosystem that are breaking new ground in their respective industries.
One of the largest technology councils in the country, NVTC represents more than 500 firms, including many of the most successful technology companies in the world. The Tech 100 list celebrates companies and individuals that demonstrate a commitment to technology advancement and leadership.
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