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.