Apps & Bots


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 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:
  • 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 adding this Bot to your Symphony workflows? Let us know: