The Single Biggest Threat to Banking

What is the single biggest threat to the financial services industry?

The most important aspect of the customer onboarding process

Anyone who has opened a merchant bank account can attest that the client onboarding 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 by understanding the problem...

The Ultimate Summary of Money20/20 2016

Money20/20 Las Vegas has become a keystone event for the payments industry.  Industry-changing announcements are made every year and the whole payments ecosystem comes together to stay ahead of the curve.

Straight-Through Processing for Faster Merchant Onboarding

Recent research by Capgemini and MIT has found that “old-world operators with traditional processes” are losing to competitors with faster, more streamlined back-office operations. One of their top recommendations to organizations who want to survive is to adopt Straight-Through Processing as a...

Becoming a Digital Wealth Firm: The Client-Advisor Experience

This is Part 4 in a series called “Becoming a Digital Wealth Firm”. You can read Part 1 here.

Becoming a Digital Wealth Firm: Compliance

In Part 1 and Part 2 of this blog series “Becoming a Digital Wealth Firm”, we covered the basics of why Wealth Management is becoming digital, and how to build a strong foundation for a digital future.

Becoming a Digital Wealth Firm: Back-Office

This is Part 2 in a series called “Becoming a Digital Wealth Firm”. You can read Part 1 here.

Becoming a Digital Wealth Firm: Introduction

The wealth management industry has long been a paper-based, face-to-face industry. Every industry has an “innovation threshold”, to borrow a term from the great management thinker Jim Collins. An innovation threshold is an unspoken standard of innovation that your customers, over time, begin to...

Opening New Accounts is Exhausting Your Clients and Your Advisors

Opening a new account at a wealth management firm can be exhausting. After a client establishes their financial goals with an advisor during their first meeting, collecting the correct paperwork to be filled in by the client and sending the forms can take several business days. Once the client...

Agreement Express Named Top 25 Fastest Growing Companies in British Columbia

Agreement Express has been announced as one of the Top 100 Fastest Growing Companies in British Columbia, according to research by Business in Vancouver. The findings rank B.C. companies by revenue growth since 2011, and Agreement Express ranks 24th, with near-200% growth.