Skience Launches SkienceONE Wealth Management Platform


Skience, the leader in cloud wealth management and digital enablement solutions and consulting, today announced the launch of SkienceONE, a standalone wealth management operating platform that offers growth-oriented, wealth management firms access to the industry-leading user experience and functionality of the flagship Skience platform.

Like the Skience platform, SkienceONE offers wealth management firms and advisors award-winning digital client onboarding, advisor transitions, data consolidation, account-servicing, document management, compliance surveillance, client portal, and integrations with leading fintech firms. SkienceONE is a cloud-based platform that can be easily configured to meet the needs of a typical wealth management firm, and it can work seamlessly with the full range of CRM applications used by firms today.

Skience COO and President Marc Butler said, “For growth-oriented wealth management firms of all sizes, the ability to have a single operating platform is crucial to enabling true digital transformation. Leading firms would rather leverage an industry-leading platform that extends their value proposition to their advisors and investors, rather than cobbling together disparate solutions or having to commit to building and maintaining a proprietary solution. SkienceONE is the solution they have been looking for – a scalable platform that fits their needs and will grow with them as they expand.”

The platform is an ideal fit for broker-dealers and RIAs of all business models in which advisor and client experience, value proposition, speed, nimbleness, and scalability are desired competitive advantages. SkienceONE enables these firms to step up their capabilities as they grow out of legacy platforms that can provide poor advisor and client experiences.

Mr. Butler concluded, “At Skience, we know the pain points that wealth management firms experience, and we are here to offer them smart, elegant solutions to alleviate the pain and drive their growth. We asked these firms what they needed out of their wealth management platforms, and they told us of the features they could not live without. SkienceONE is the answer. It enables the opportunity to digitally transform while also providing the platform on which to build on top of and integrate additional capabilities as their businesses grow and evolve.”


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


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 LouisianaMississippi 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.

As part of the agreement, BankPlus’ advisors will gain access to Skience’s data consolidation and replication module, which consolidates client account data on a daily basis automatically, giving them a 360-degree view of each client’s financial picture.

Tony Edwards, Senior Vice President and Wealth Strategies Manager – Wealth Management Group for BankPlus, said, “In our continual pursuit to improve outcomes for our wealth management clients and to provide our advisors all the tools they need to boost our service offerings, we are proud to partner with Skience. Several years ago, we put in place Salesforce FSC, and now with Skience’s help, the plan is to take our current capabilities to the next level, by moving onboarding for new clients to a fully digital experience, and by providing our advisors an easily accessible, 360-degree view of client accounts.”

Digital onboarding and data consolidation modules are among the many solutions Skience offers to help wealth management firms digitize and automate their core business processes, ultimately saving them time, effort and resources. Skience also provides firms across the financial services sector with consulting services to assist them in implementing and optimizing their CRM systems to improve their operational efficiency.

Marc Butler, President and Chief Operating Officer of Skience, said, “We are proud to commence this new stage of collaboration with BankPlus. Our mission is to help financial services firms deliver better advisor and investor experiences, identify the areas where their operational processes could be made more efficient, and partner with them to align with their overall strategic priorities. BankPlus is exactly the type of organization we enjoy working with, and we look forward to a long, fruitful relationship with this outstanding team.”


Skience Accelerates Growth Strategy with Appointment of WealthTech Visionary Kyle Van Pelt as Executive Vice President, Sales


Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately.

Mr. Van Pelt’s responsibilities include leading the Skience sales team, accelerating revenue and contributing to the company’s marketing and business strategies. Formerly solutions manager at SS&C Advent and vice president of partnerships at Riskalyze, Mr. Van Pelt, who will report directly to Marc Butler, Skience’s President and Chief Operating Officer, brings a track record of fintech success and fresh perspective to the company.

“Kyle possesses an innate understanding of the unique pressures facing firms in today’s environment to innovate and drive speed, efficiency and excellent service, and his deep knowledge of the players in the wealth management industry position him well to tell the Skience story to the marketplace,” Mr. Butler said. “Kyle is a well-regarded, effective leader who holds a high level of credibility with industry decisionmakers. In short, he is an exciting addition to the Skience team, and we are thrilled to have him on board in this newly created role.”

Skience works with many of the top broker-dealers and RIAs across the country to help firms unify their technology, increase productivity and position themselves and their advisors to give clients a top-notch service experience. The flexible Skience platform helps wealth management firms extend their capabilities and increase their efficiency using a broad array of automated solutions and integrations, including Salesforce. Skience also offers ongoing consulting services that help its client firms implement Salesforce-based solutions.

“The pandemic of 2020 has clearly shown that now, more than ever, world-class firms need a solution that provides advisors and staff with a seamless, convenient and streamlined work experience, whether they are in the office or working from home,” Mr. Van Pelt said. “With its decades-long experience working with prominent wealth management firms, along with the expertise and technological capabilities it brings to the table, Skience is that solution. I am excited to be here and to work with my fellow ‘Skientists’ to generate the sales opportunities that will further the company’s reputation as an industry-leading trailblazer.”