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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
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Faster: Using traditional workflows it takes 2 days to initiate client onboarding. This initiation time is reduced to 5 hours with Symphony and Unqork
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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:
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The Bot generates an embedded, trusted link that directs the user to the Unqork Onboarding Application
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Internal stakeholders can be brought into the room for updated information and collaboration
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Throughout the process, users receive notifications, alerts on the progress
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Create an external chat with external counterparts to collaborate and share information
Embedded Symphony Chat from Unqork’s dashboard avoids toggling between multiple windows:
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Communicate in chat with internal team members involved in the onboarding workflow
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Create an external chat with external counterparts to collaborate and share information