Building Resiliency
with Digital Transformation

Skience has long been a leader in digital transformation and cloud-based technology solutions that enable financial services companies to achieve remote operational efficiency in order to serve their clients from any location. Indeed, we believe that the ability to deliver frictionless digital-first experiences is a critical element of business resiliency. To help the financial services industry adjust to a remote operational state, we offer a compilation of best practices, insights, and technology solutions to guide firms as they adjust to “a new normal.”

REGULATIONS

Preparing for Reg BI and Beyond

Skience offers a simple solution within our platform to enable firms and advisors to comply with the recurring delivery of the Client Relationship Summary forms mandated by Regulation Best Interest, which goes into effect June 30, 2020.

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DIGITAL TRANSFORMATION

Where People Meet Platforms

A series of articles on what makes a business resilient, and how Skience is helping wealth management firms thrive in both virtual and face-to-face environments.

“Helping Firms Navigate a New Era of Remote Work” | April 21, 2020

Over the past several weeks, financial companies have responded quickly to sudden mandates to close offices, work from home, and replace in-person meetings with virtual ones. As a result of these conditions, many of our clients are re-engineering the way they work and figuring out new ways to equip their employees to succeed in a remote work environment.

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PLATFORM SOLUTIONS

Transforming the Advisor Workspace

Skience provides efficient, customizable guided workflows that drive productivity for wealth management firms from any location, robust financial planning tools, bi-directional custodial integrations that firms need to securely process business, and daily data aggregation that provides a holistic view of client financial accounts. Skience empowers firms to conduct their core business from any location, in a highly convenient, cost-effective, and strategic manner.

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BUILDING RESILIENCY

Conversations with Business Leaders

Conversations with CEOs, executives, subject matter experts regarding the topic of resiliency and how they have helped build or maintain that resiliency in their businesses, their workforce, and themselves.A Conversation with Richard Walker, CEO of Quik! Forms

Paige Johnson, Skience Director of Strategic Alliances and Richard Walker, CEO of Quik!, recently discussed remote work, business (and personal) resiliency, and innovation in a time of change. A leader in forms automation technology, Quik! is a key integration partner of Skience.

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