About

CRM Unlocked is your guide to maximizing the potential of your CRM. Learn how to solve the most challenging aspects of technology-driven digital transformation and unlock the leading strategies of the world’s most successful financial firms. Brought to you by Skience.

Skience was founded in 2001 as The Athene Group with a passionate belief in the power of technology to solve problems. Skience’s consulting work helped its wealth management industry clients leverage the cloud to become more nimble, mobile, and social. In 2010, Skience became a Salesforce implementation partner. In 2012, Skience launched its integrated platform, providing wealth management firms and RIAs an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. The Skience platform features a streamlined, end-to-end client onboarding and new account opening experience, deep integrations with leading custodial and clearing and technology firms, compliance features, and daily data consolidation.

About the Hosts

Sanjeev Kumar

Chief Executive Officer and Co-Founder

A self-declared “enthusiast for all I do,” Sanjeev’s passion for leveraging technology to solve business problems inspired him to found The Athene Group in 2001. With an extensive career in the IT business, he witnessed the evolution from mainframe computers to client servers to the cloud-based Internet age and is excited that Skience can continue to evolve in step with the industry’s many ongoing advancements. Sanjeev has a degree in Mechanical Engineering from Bangalore University, India, although he never saw himself working in that industry. He found the world of technology to be much more challenging and fun. He was a developer and programmer before turning his talents to starting and running a business that has enabled him to build extensive relationships with financial services firms of all sizes within the US and abroad.

Ali McCarthy, PhD

Chief Marketing Officer

With over 20 years of experience, Ali leads the development of the strategic marketing and communication plan for Skience, who provides digital transformation solutions for the wealth management industry. She is responsible for the daily demands of driving brand reputation and business growth along with defining a long-term vision for modernizing marketing and communications. Ali has been recognized as having a unique vantage point of being able to blend an academic-evidence-based mindset to her management approach with a seamless integration of behavioral sciences into the client-advisor relationship.