• News

Cambridge Engages Skience to Provide New Digital Client Onboarding Module

Cambridge to Leverage SkienceONE, a New Module to Streamline Client Onboarding, Data Consolidation and Replication Capabilities 

FAIRFIELD, IA and HERNDON, VA – October 27, 2021 – Cambridge, among the leading financial solutions firms, and Skience, a leading financial services solution and consulting provider, announced today Cambridge has selected Skience as a partner in its journey to enhance the firm’s comprehensive digital business environment, CLIC®. Cambridge will leverage the SkienceONE platform which features a streamlined, end-to-end client onboarding and new account opening experience, deep integrations with leading custodial and clearing firms, compliance features, and daily data consolidation.

The expanded agreement builds on a relationship between the two firms, in which Cambridge has leveraged Skience Consulting Services to reengineer the financial professional interaction with Cambridge associates. Through a phased approach, Cambridge’s independent financial professionals using SkienceONE will have access to use Skience’s digital client onboarding module. This award-winning solution provides an end-to-end digital experience, including paperless processing of new account opening forms and digital signature capabilities across multiple clearing firms and custodians. 

Colleen Bell, Executive Vice President of Operations and Chief Fiduciary Service Officer at Cambridge, said, "We are excited to start a new chapter of our partnership with Skience, a trusted team we know well through our ongoing engagement. We are focused on continuing the Cambridge tradition and strategy of delivering innovative solutions to the independent financial professionals we serve. We look forward to leveraging this platform to deliver an enhanced digital experience in the future.”

Sanjeev Kumar, Co-Founder and CEO of Skience, said, "We are honored to have the opportunity to expand our partnership with Cambridge to help them execute on their strategy and continue to be one of the leading wealth management firms. Cambridge is a unique case study in delivering on the next generation of wealth management. They are leveraging cloud solutions to reinvent the financial professional and client experience and have shown that the benefits of this transformation far outweigh the costs. There is not an Easy Button to digitally transform within wealth management, but the Cambridge team appreciates that with the right strategy and relentless execution, it can become reality.”  

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

About Skience

Skience delivers innovative digital strategies and solutions that transform businesses. Skience offers consulting services and an award-winning integrated platform that provides wealth management firms and RIAs an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. Skience received a 2020 Technology Provider award from WealthManagement.com, a 2020 American Business Awards® Silver Stevie® award for fintech solutions, and was a Northern Virginia Technology Council Tech 100 honoree in 2019 and 2020. Visit Skience.com to learn more.

Media Contacts

Jeff Wulf, Senior Vice President, Marketing
jeff.wulf@cir2.com, 800-777-6080

Allie Zendrian, Allie@streetcredpr.com, 516-581-7202 
Jimmy Moock, 
Jimmy@streetcredpr.com, 610-304-4570

Media & PR Contacts

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR.0221-0529

Begin your journey.