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Unqork
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