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 …
"Digital decision-making is new for CMS, previously we relied heavily on intuition when approving or declining merchants. With programmed scoring, our results are consistent and repeatable, allowing us to focus …
"Before partnering with Agreement Express, Zift struggled with a lengthy manual merchant underwriting process. See how Zift is using Agreement Express to streamline the approval and merchant onboarding process."
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