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...

One-Click to Merchant Acquiring: It’s not just about checkout

In acquiring, the merchant onboarding process is often rendered into bits and bytes. A digital forms solution here, an eSignature solution there, and a CRM integration and potentially workflow management system over there. In an industry where speed matters and merchants have been found to...

Why payment packages and efficiency are key differentiators today

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 a full suite of offerings on top of payment processing. Although merchants still require payments to do business, today it seems more...

The Truth Behind Merchant Underwriting Automation Failure

Real-time Approvals for the Modern Merchant

Offering same-day merchant approvals, or even doing so within minutes, has become table stakes in merchant acquiring. Whether you’re a highly digital technology company or the most traditional acquiring bank, providing incoming merchants with an...

With Beneficial Owners, How Well Do You KYC?

Anti money-laundering (AML) and Know Your Customer (KYC) requirements form the critical underpinning of financial regulation. In recent years, there has been increased pressure on regulators to introduce additional AML and KYC reforms as a result of some high profile controversies involving...

Rules of engagement: How to turn onboarding operations into a client-centric experience

Recent Accenture research revealed that 40-60 percent of today’s onboarding tasks could be automated with digital technologies1. Many wealth management firms have taken some small steps to digitize their operations, but they may not be taking full advantage of all the digital opportunities...

5 Questions Every Operations Team Should Ask About Client Onboarding

There’s a good chance your wealth management firm already has a detailed process in place for onboarding clients into your firm. But when it comes to building strong customer relationships, you only have one chance to make a first impression.

Agreement Express Partners With Frontier Capital to Accelerate Vision for Digital Onboarding

This morning we announced a significant growth equity investment in Agreement Express made by Frontier Capital. The investment will aid in supporting and continuing our accelerated growth through the expansion of sales and marketing operations, further technology innovation, and an extended...