Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management and payments companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. The platform is the first of its kind to help top performing firms gather, use, and re-use client data to improve and evolve rich customer experiences.
“We had a clear vision of the potential opportunity that we could unlock with automated underwriting. However, it really came down to whether we could find the right solution to enable us to execute that vision. With Agreement Express, the solution is configured to our exact business needs. Their underwriting automation solution allows us to accelerate and more efficiently manage our merchant onboarding process leading to an overall better customer experience.”
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