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...

How payment facilitators will continue to disrupt the acquiring market in 2018

Square, Stripe, and PayPal have become the poster children for the new acquiring era of payment facilitation. Less than ten years ago, these technology-focused disruptors entered the market with a fiercely underestimated growth potential. After all, how could offering product solutions built...

3 WealthTech Insights from the 2017 Schwab IMPACT Conference

Three things we learned about WealthTech at IMPACT 2017

This month the Agreement Express team attended the Charles Schwab Conference in Chicago, where we had the opportunity to connect with RIA’s, and industry thought leaders. During the event, we engaged in lively discussions, breakout...

CX Craze: Merchant Experience is the New Customer Experience

Customer experience, or as it’s more commonly known these days, “CX”, has been a hot payments trend for the last couple of years.

The Ultimate Summary of Money 20/20 2017

Wealth Management: Banking’s silver bullet or an operational money pit?

Bank of America crossed $1 trillion in assets under management for the first time in its history in Q3 2017. And Morgan Stanley generated almost half (46%) of its revenue from asset and wealth management in the same period. Wealth management is a game-changer for business, and the banks know it.

Agreement Express Named One of the Top 100 Tech Companies in British Columbia

Recently, we were ranked one of the top 100 tech companies in B.C. according to research conducted by Business in Vancouver. Since last year, our Vancouver office has grown over 71% with top talent joining our team from around the world.  We’ve experienced unprecedented growth in 2017,...