Skience platform comes to BankPlus financial advisors : vima

Skience platform comes to BankPlus financial advisors


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Skience platform comes to BankPlus financial advisors
26 January 2021
Source: Skience
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.
Thanks to the newly signed agreement, BankPlus’ advisors can now leverage Skience’s digital client onboarding module, which integrates directly into Salesforce Financial Services Cloud (FSC), the wealth management group’s customer relationship management platform. This will allow BankPlus’ wealth management clients to enjoy an end-to-end digital service experience, including paperless processing of new account opening forms and convenient digital signature capabilities.

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