Skience for Salesforce
Skience enables firms and financial advisors to: •ONBOARD NEW CLIENTS MORE EFFICIENTLY AND EFFECTIVELY with a household-level digital new account opening process (reducing activities that could take days or even weeks to a matter of minutes) •SAVE TIME AND SPEED ADOPTION WITH GUIDED WORKFLOWS that deliver a consistent user experience across leading custodian, clearing firms, and product providers. Ensure advisors work within a compliant framework, and along a familiar path, so they can work more efficiently and effectively •REDUCE NIGOs AND ERRORS through secure data integrations with popular technology tool platforms to eliminate the need to rekey information •DELIVER A PAPERLESS SIGNATURE EXPERIENCE by consolidating paperwork for multiple accounts and the firm’s agreements into one digital bundle that is sent to a client for review and e-signature via DocuSign •FOCUS ON GROWING THEIR BUSINESSES and servicing their clients by reducing time spent on resolving NIGOs and chasing down account forms
Top keywords
- account2×1.32%
- advisors2×1.32%
- clients2×1.32%
- deliver2×1.32%
- digital2×1.32%
- effectively2×1.32%
- efficiently2×1.32%
- efficiently and effectively2×1.32%
- experience2×1.32%
- firms2×1.32%
- nigos2×1.32%
- reducing2×1.32%
Accounting on Salesforce
Seamlessly link finance to every department in your organization when you connect your front and back office with Salesforce-native accounting. Achieve meaningful results such as: - Faster time to close - Real-time insights - Elimination of manual processes Accounting Seed serves all industries, including nonprofits, software, professional services, higher education, high tech, insurance, retail, construction, financial services, and more! KEY FEATURES: - 100% Salesforce-native - Complete accounting core: AR, AP, GL, and Banking, - Multi-National, Multi-Currency, Multi-Company, Multi-Book, Multi-Level Consolidations, and Multi-Dimensional Chart of Accounts - Custom reporting, financial analytics, and dashboard tools - Payment proposals and auto application of credit notes - Embedded AR and AP payments - Hard and soft close of Accounting Periods - Reversible journal entries for accruals - Connects to thousands of banks and credit card companies to easily batch import/match transactions - Create billings from Salesforce opportunities, sales orders, timecards, or expense reports - Automate creation of billings with recurring billing templates
Top keywords
- accounting4×2.52%
- ap2×1.26%
- ar2×1.26%
- billings2×1.26%
- close2×1.26%
- credit2×1.26%
- financial2×1.26%
- salesforce-native2×1.26%
- services