Onboard customers faster
Automate Complex Brokerage and Investment Account Statements
Onboarding and Proposal Generation workflows require actionable data to be made available to platforms and applications such as Salesforce, Sharepoint, and more. With Alkymi’s easy-to-configure integrations, you can connect these applications directly to your Data Action Layer for onboarding workflows.
Easily Integrate with Core Onboarding Applications
Onboarding and Proposal Generation workflows require actionable data to be made available to platforms and applications such as Salesforce, Sharepoint, and more. With Alkymi’s easy-to-configure integrations, you can connect these applications directly to your Data Action Layer for onboarding workflows.
Accelerate Timelines and Win More Business
Capture 5-10x more data than with fully manual workflows in a fraction of the time, allowing you to create richer client proposals and accelerate the onboarding process - as well as prevent your employees from burning out on manual data entry.
