Apps & Bots

Unqork

Simplify work with integrated bots and apps

Unqork is the industry pioneer no-code enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code.

The Symphony-Unqork client onboarding integration provides a digital interface for advisors to facilitate client onboarding and account setup

  • Faster: Using traditional workflows it takes 2 days to initiate client onboarding. This initiation time is reduced to 5 hours with Symphony and Unqork
  • Fewer emails: Direct access to Unqork via a unique link in Symphony Messaging chat for through collaborative, real-time chat communication

The Unqork Bot initiates a new onboarding request through Symphony Messaging enabling collaboration with internal and external counterparts throughout the workflow:

  • Communicate in chat with internal team members involved in the onboarding workflow
  • Create an external chat with external counterparts to collaborate and share information

Contact us for a demo of this integration or to discuss alternative use cases opportunities.

Interested in Unqork?

We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.