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%
GoldFinch ERP for Advanced Manufacturing & Inventory Planning
GoldFinch is a Salesforce-native ERP and accounting solution for inventory-driven manufacturers, distributors, and nonprofit meal programs and food banks. It unifies accounting, inventory, supply chain, warehouse, production, billing, and reporting into a single system—without synchronization delays across separate applications. Every GoldFinch license includes: Accounting — General Ledger, AR, AP, and real-time reporting Inventory & Warehouse — Warehouses, locations, bins, lots, serials, and UOMs Supply Chain & Purchasing — Forecasting, planning, purchasing, and receiving Manufacturing — Batch, discrete, and configure-to-order production Sales & Billing — Sales orders, invoicing, and service billing Project & Cost Tracking — Operational and financial cost visibility Mobile & Barcode Workflows — Receiving, inventory, picking, and warehouse execution
Top keywords
- accounting3×3.00%
- billing3×3.00%
- inventory3×3.00%
- warehouse3×3.00%
- chain2×2.00%
- cost2×2.00%
- goldfinch2×2.00%
- production2×2.00%
- purchasing2×2.00%
