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