Strategies for Improving Client Onboarding in Wealth Management

It is becoming less of a secret how important the client onboarding process is in wealth management, both to the business and to the client. In fact, according to CEB TowerGroup, 85% of wealth technology executives placed high importance improving client onboarding in 2016 (Source: CEB...

The Role of Onboarding Automation in Growing a Merchant Acquiring Business

Why Onboarding Automation is the Key to Merchant Acquiring Growth

Pac-Man was never a very realistic game. He would eat and eat and eat but never get any bigger.

Beyond Digital Signature in Wealth Management

If you want to solve a client onboarding problem in your organization, digital signature by itself isn’t going to cut it. If anything, it might put your organization at risk by being an unscalable solution.

Wealth Management firms that want to digitalize their processes often reach an impasse...

DOL Fiduciary Compliance: Start with Client Onboarding

Compliance with the New Fiduciary Rule doesn't have to a painful process; it's an opportunity to take a look at your client onboarding process and find innovative technology solutions.

The new US Department of Labor (DOL) fiduciary rule, to be in effect by April 10, 2017, is, depending on whom...

Frankenstein IT: The Dangers of Integrating Too Many Systems

Rube Goldberg (1883 - 1970) was a genius cartoonist whose enduring legacy is the concept of the hilarious Rube Goldberg Machine that performs the simplest of tasks ‘automatically’, by completing dozens of seemingly unnecessary tasks along the way.

Highlights from the Webinar: “How to Open More Merchant Accounts”

We had a huge response to our webinar “How to Open More Merchant Accounts in Less Time” with some of the top merchant acquirers and ISOs staying to the end to ask some questions about automated underwriting and Agreement Express. In this blog post, we answer your questions.

Part Two: The Merchant Acquirer’s Guide to Onboarding More Merchants

This is the second part in a two-part series on how Merchant Acquirers and ISOs can keep up with the merchant onboarding race in a competitive market. Read Part 1.

Agreement Express Continues Global Expansion With Latest Office Opening in Toronto

TORONTO, ON--(Marketwired - June 02, 2016) - Agreement Express, leading onboarding automation software for the financial services industry, announced today that the company is opening their latest office in Toronto. The expansion solidifies the organization's rapid growth in the global financial...

Part One: The Merchant Acquirer’s Guide to Onboarding More Merchants

This is part 1 of a 2-part series on how Merchant Acquirers and ISOs can keep up with the merchant onboarding race in a competitive market.

Merchant acquirers and payment service providers are under increasing amounts of pressure to grow their business, and therefore onboard more merchants due...

The False Security of Legacy Systems: Why Fintech May Not Be Your Biggest Threat

Fintech innovators are at your door, vying for your customers and business, but your real threat lies within your own walls. Legacy systems are increasingly irrelevant, costly, and difficult to use.

In 2012, Bruno Iskil, a trader known as the London Whale, lost $6.2 billion for JP Morgan. While...