Agreement Express

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Overview

Agreement Express is the leading client onboarding platform for financial services. The Agreement Express platform allows firms in the wealth industries to design and execute consistent automated onboarding experiences across their product offerings and channels while providing deep analytics that enable proactive and personalized client advice. The platform is the first of its kind to help firms gather, use, and reuse client data to improve and evolve rich customer experiences. Agreement Express enables financial

institutions to provide best-in-class digital onboarding to their clients and grow their business. The SaaS solution that provides end-to-end digital client onboarding, allowing wealth firms to onboard clients in one seamless experience. Further, the Agreement Express platform allows advisors to launch a new account opening application, deliver a single signing package with multi-custodian forms to a client, collect a digital (or wet) signature and send the signing package to a custodian, all in one interface. The platform also includes an advisor workspace that centralizes all account information, as well as deep analytics and reporting that provide instant, real-time visibility into account and application status.