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.
"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 our time on growing our business. Incorporating digital risk underwriting into our company’s process drastically reduces the business risk of our company.”
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