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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 chat for through collaborative, real-time chat communication

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

• The Bot generates an embedded, trusted link that directs the user to the Unqork Onboarding Application

• Internal stakeholders can be brought into the room for updated information and collaboration

• Throughout the process, users receive notifications, alerts on the progress

• Create an external chat with external counterparts to collaborate and share information

Embedded Symphony Chat from Unqork’s dashboard avoids toggling between multiple windows:

• 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.