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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 ....

Marc Butler , Tony Edwards , Salesforce Financial Services Cloud , Wealth Management Group For Bankplus , Senior Vice President , Wealth Strategies Manager , Wealth Management Group , Chief Operating Officer , மார்க் பட்லர் , டோனி எட்வர்ட்ஸ் , விற்பனையாளர் நிதி சேவைகள் மேகம் , மூத்தவர் துணை ப்ரெஸிடெஂட் , செல்வம் உத்திகள் மேலாளர் , செல்வம் மேலாண்மை குழு , தலைமை இயங்குகிறது அதிகாரி ,

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

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HERNDON, Va. and RIDGELAND, Miss., Jan. 26, 2021 /PRNewswire/ 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. ....

United States , Joseph Kuo , Marc Butler , Tony Edwards , Salesforce Financial Services Cloud , Haven Tower Group , Technology Provider , Northern Virginia Technology Council Tech , Wealth Management Group For Bankplus , Senior Vice President , Wealth Strategies Manager , Wealth Management Group , Chief Operating Officer , ஒன்றுபட்டது மாநிலங்களில் , ஜோசப் குவோ , மார்க் பட்லர் , டோனி எட்வர்ட்ஸ் , விற்பனையாளர் நிதி சேவைகள் மேகம் , புகலிடம் கோபுரம் குழு , தொழில்நுட்பம் வழங்குநர் , வடக்கு வர்ஜீனியா தொழில்நுட்பம் சபை தொழில்நுட்பம் , மூத்தவர் துணை ப்ரெஸிடெஂட் , செல்வம் உத்திகள் மேலாளர் , செல்வம் மேலாண்மை குழு , தலைமை இயங்குகிறது அதிகாரி ,