Digital Transformation Whitepaper
Skience has published a whitepaper that talks through some of the challenges firms like yours are experiencing, and can offer some guidance as you are figuring out your priorities over the coming months.
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.”
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.
Skience Joins the MuleSoft Partner Program
August 27, 2020
Evolving from Products to Platforms for Greater Resilience
May 14, 2020
Helping Firms Navigate A New Era of Remote Work
April 21, 2020
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.
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.
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.
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.
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.