Approval Automation as a Tool for Merchant-Acquiring Business Growth

PAC-MAN™ was never a very realistic game. He would eat and eat and eat but never get any bigger.

The Merchant Acquiring game is very much like a realistic version of PAC-MAN™. If Acquirers and ISOs don’t acquire merchants, they’ll be eaten. But make no mistake, the ones who do the most acquiring...

Turn Onboarding Operations Into a Client-Centric Experience

Today, consumers expect the same experience from their wealth management firms as they have with BigTechs. According to the Capgemini World Wealth Report 2018, more than 80% of HNWIs are willing to begin a relationship with BigTechs within one year (assuming they offer wealth management...

Speed: The Most Important Aspect of the Customer Approval Process

Anyone who has opened a merchant bank account can attest that the client approval process is slow and complex. As margins decrease and merchant attrition increases, bank executives responsible for customer experience are searching for ways to remain competitive. Their goal? To understand the...

Improving Client Onboarding: Wealth Management

It is becoming less of a secret how important the client onboarding process is in wealth management, both for the business and the client. In fact, client onboarding is still the number one challenge for firms.

In reality, it’s one thing for firms to know they need to improve, but an entirely...

Your Firm Will Lose the Next Generation: Exploring Multi-Generational Wealth

“We all know millennials are on the radar. There is no question, it’s one of the largest transfers of wealth in history. Wealth firms need to act now to get ahead of the millennial curve.” – Steve Scruton, President, Broadridge Advisor Solutions

Wealth Management firms have spent decades...

Payment Packages and Efficiency: Key Differentiators

Traditional payments organizations have new competition. It’s not just Square and Stripe, it’s companies like Shopify and PayPal’s Business in a Box that provide full suites of offerings on top of payment processing. Although merchants still require payments to do business, today it seems more...

10 Ways Your Competitors Are Accelerating AUM With Digital Onboarding

Opening new accounts or transitioning client assets - or advisors - to your firm can be time consuming. And any missing information, errors in rekeying data into your CRM or custodian systems can cause delays and frustration.

Introducing One-Click Account Opening Direct To TD Ameritrade Institutional

TD Ameritrade Institutional and Agreement Express Collaborate to Simplify Customer Onboarding

Agreement Express is excited to announce a new milestone in digital customer onboarding with a industry-first integration for digital new account opening on the TD Ameritrade Institutional Veo®...

Six Tips to Drive Merchant Applications

If there’s one thing that prevents merchants from signing up for payments offerings, it’s the application process. With hundreds of fields and crowded information, traditional applications are difficult to decipher and complicated to submit.

Building the RIA Platform of the Future

Wealth management technology continues to evolve at a lightning-quick pace, but as an advisor, it can be overwhelming to wade through the sheer number of solutions in the market today. For fast growing RIAs that are building out their practices with technology at the forefront, it always comes...