Skience

Name: Skience
Brand: Skience

Transforming financial services firms with innovative services and solutions.

Est 2001|22 Ref Customers

LinkedIn 7K|Website|FTEs 70|HQ Herndon, Virginia, US

MarketsWorkflow Automation

01Competitive Landscape

Narrative analysis

- Where Skience is likely to be selected: Organizations committed to Salesforce FSC that require orchestrated, multi-vendor onboarding and account-opening workflows combined with data consolidation and compliance trails. - Where competitors may be preferred: - Organizations with constrained budgets or a need for faster time-to-value may choose advisor-native CRMs (e.g., Redtail). - Organizations with mature internal Salesforce teams and a desire to build solutions internally may standardize on Salesforce FSC and AppExchange partners rather than a single vendor bundle. - Firms seeking Salesforce-native wealth CRM alternatives (Practifi) may evaluate those vendors where they meet functional requirements.

Competitive signals and ecosystem dynamics

Skience is a Salesforce partner and appears in partner ecosystems and custodian integration listings, indicating an integration-focused competitive posture.
Integration breadth (custodians, fintech, document storage) is a differentiator, but that breadth can increase implementation complexity and ongoing maintenance.

	Skience	Salesforce Financial Services Cloud	Redtail CRM
Starting Price	Quote-based (not publicly listed)	Hundreds per user per month (billed annually; higher tiers exist)	Tens per user per month (tiered; enterprise pricing is custom)
Best For	Firms standardizing on Salesforce and seeking integrated onboarding, data consolidation, and custodian/fintech integrations	Enterprises standardized on Salesforce needing an industry CRM data model and enterprise controls	Small to mid-size RIAs/BDs seeking a lower-cost, advisor-native CRM with faster time-to-start
Key Strength	Integration-focused onboarding and data consolidation within a Salesforce operating model; wealth operations focus	Broad platform capabilities, enterprise extensibility, and ecosystem of partners	Cost-effective per seat and advisor-centric usability; rapid initial deployment
Key Weakness	Pricing opacity; potential Salesforce-related cost and complexity; limited public security attestations for the vendor itself	High per-seat cost and potential implementation complexity; may require partners for wealth-specific workflows	Less enterprise-grade extensibility compared with Salesforce-based stacks; often requires add-ons for enterprise workflows

01Competitive Landscape

Narrative analysis

Where Skience is likely to be selected: Organizations committed to Salesforce FSC that require orchestrated, multi-vendor onboarding and account-opening workflows combined with data consolidation and compliance trails.
Where competitors may be preferred:
- Organizations with constrained budgets or a need for faster time-to-value may choose advisor-native CRMs (e.g., Redtail).
- Organizations with mature internal Salesforce teams and a desire to build solutions internally may standardize on Salesforce FSC and AppExchange partners rather than a single vendor bundle.
- Firms seeking Salesforce-native wealth CRM alternatives (Practifi) may evaluate those vendors where they meet functional requirements.

Competitive signals and ecosystem dynamics

Skience is a Salesforce partner and appears in partner ecosystems and custodian integration listings, indicating an integration-focused competitive posture.
Integration breadth (custodians, fintech, document storage) is a differentiator, but that breadth can increase implementation complexity and ongoing maintenance.

	Skience	Salesforce Financial Services Cloud	Redtail CRM
Starting Price	Quote-based (not publicly listed)	Hundreds per user per month (billed annually; higher tiers exist)	Tens per user per month (tiered; enterprise pricing is custom)
Best For	Firms standardizing on Salesforce and seeking integrated onboarding, data consolidation, and custodian/fintech integrations	Enterprises standardized on Salesforce needing an industry CRM data model and enterprise controls	Small to mid-size RIAs/BDs seeking a lower-cost, advisor-native CRM with faster time-to-start
Key Strength	Integration-focused onboarding and data consolidation within a Salesforce operating model; wealth operations focus	Broad platform capabilities, enterprise extensibility, and ecosystem of partners	Cost-effective per seat and advisor-centric usability; rapid initial deployment
Key Weakness	Pricing opacity; potential Salesforce-related cost and complexity; limited public security attestations for the vendor itself	High per-seat cost and potential implementation complexity; may require partners for wealth-specific workflows	Less enterprise-grade extensibility compared with Salesforce-based stacks; often requires add-ons for enterprise workflows